Wallace Advisory Group’s CSX Corp CSX Stock Holding History

Wallace Advisory Group’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Sell	5,591 -100	-2%	-$4.51K	0.25%	106
2026 Q1	$234K	Buy	+5,691	New	+$223K	0.25%	108
2025 Q4	–	Sell	-7,225	Closed	-$236K	–	139
2025 Q3	$236K	Sell	7,225 -4,923	-41%	-$168K	0.19%	144
2025 Q2	$358K	Buy	12,148 +220	+2%	+$6.62K	0.26%	116
2025 Q1	$385K	Buy	11,928 +1,114	+10%	+$35.4K	0.27%	109
2024 Q4	$373K	Sell	10,814 -39	-0.4%	-$1.34K	0.26%	106
2024 Q3	$363K	Sell	10,853 -363	-3%	-$12.3K	0.27%	100
2024 Q2	$375K	Buy	11,216 +4,295	+62%	+$146K	0.27%	98
2024 Q1	$240K	Buy	+6,921	New	+$253K	0.18%	140
2023 Q4	–	Sell	-7,177	Closed	-$245K	–	167
2023 Q3	$245K	Sell	7,177 -102	-1%	-$3.23K	0.18%	141
2023 Q2	$218K	Hold	7,279	–	–	0.17%	148
2023 Q1	$218K	Sell	7,279 -133	-2%	-$4.09K	0.17%	148
2022 Q4	$230K	Buy	+7,412	New	+$223K	0.18%	132

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wallace Advisory Group's CSX Position: Q2 2026 in Review

Wallace Advisory Group reduced its CSX Corp (CSX) stake by 1.8% in Q2 2026, selling an estimated $4.51K and leaving 5,591 shares worth $266K. The position accounts for 0.25% of the portfolio, ranked #106.

Wallace Advisory Group first reported a position in CSX in Q4 2022 and has held it in 13 quarters since. The position peaked at $385K in Q1 2025. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Wallace Advisory Group held 5,591 shares of CSX Corp worth $266K as of Q2 2026.
Wallace Advisory Group sold 100 CSX Corp shares in Q2 2026, an estimated $4.51K.
CSX Corp made up 0.25% of Wallace Advisory Group's portfolio in Q2 2026, its #106 holding.
Wallace Advisory Group first reported a position in CSX Corp in Q4 2022 and has held it in 13 quarters since.
Wallace Advisory Group's CSX Corp position peaked at $385K in Q1 2025.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.