Walled Lake Planning & Wealth Management’s CSX Corp CSX Stock Holding History

Walled Lake Planning & Wealth Management’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	$633K	Buy	13,321 +39	+0.3%	+$1.76K	0.16%	68
2026 Q1	$545K	Buy	13,282 +47	+0.4%	+$1.84K	0.16%	72
2025 Q4	$480K	Buy	13,235 +346	+3%	+$12.4K	0.15%	75
2025 Q3	$458K	Buy	12,889 +51	+0.4%	+$1.74K	0.15%	81
2025 Q2	$419K	Sell	12,838 -12,839	-50%	-$386K	0.14%	85
2025 Q1	$756K	Hold	25,677	–	–	0.27%	52
2024 Q4	$829K	Hold	25,677	–	–	0.31%	48
2024 Q3	$887K	Buy	+25,677	New	+$871K	0.33%	44
2021 Q3	–	Sell	-489	Closed	-$16K	–	328
2021 Q2	$16K	Hold	489	–	–	0.01%	215
2021 Q1	$16K	Hold	489	–	–	0.01%	207
2020 Q4	$15K	Hold	489	–	–	0.01%	195
2020 Q3	$13K	Hold	489	–	–	0.01%	200
2020 Q2	$11K	Hold	489	–	–	0.01%	191
2020 Q1	$9K	Hold	489	–	–	0.01%	193
2019 Q4	$12K	Buy	+489	New	+$11.6K	0.01%	186

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

Walled Lake Planning & Wealth Management's CSX Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its CSX Corp (CSX) stake by 0.29% in Q2 2026, buying an estimated $1.76K and bringing the position to 13,321 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #68.

Walled Lake Planning & Wealth Management first reported a position in CSX in Q4 2019 and has held it in 15 quarters since. The position peaked at $887K in Q3 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Walled Lake Planning & Wealth Management held 13,321 shares of CSX Corp worth $633K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 39 CSX Corp shares in Q2 2026, an estimated $1.76K.
CSX Corp made up 0.16% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #68 holding.
Walled Lake Planning & Wealth Management first reported a position in CSX Corp in Q4 2019 and has held it in 15 quarters since.
Walled Lake Planning & Wealth Management's CSX Corp position peaked at $887K in Q3 2024.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.