Waypoint Wealth Partners’s CSX Corp CSX Stock Holding History

Waypoint Wealth Partners’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
2025 Q2	$519K	Hold	15,895	–	–	0.13%	45
2025 Q1	$468K	Hold	15,895	–	–	0.13%	43
2024 Q4	$513K	Hold	15,895	–	–	0.14%	42
2024 Q3	$549K	Hold	15,895	–	–	0.15%	39
2024 Q2	$532K	Hold	15,895	–	–	0.16%	38
2024 Q1	$589K	Sell	15,895 -338	-2%	-$12.3K	0.17%	35
2023 Q4	$563K	Buy	16,233 +213	+1%	+$6.79K	0.17%	30
2023 Q3	$493K	Hold	16,020	–	–	0.17%	36
2023 Q2	$546K	Hold	16,020	–	–	0.19%	30
2023 Q1	$480K	Hold	16,020	–	–	0.17%	31
2022 Q4	$496K	Hold	16,020	–	–	0.2%	30
2022 Q3	$427K	Hold	16,020	–	–	0.18%	36
2022 Q2	$466K	Sell	16,020 -3	-0%	-$98	0.18%	33
2022 Q1	$600K	Sell	16,023 -219	-1%	-$7.75K	0.22%	26
2021 Q4	$611K	Buy	16,242 +222	+1%	+$7.83K	0.21%	30
2021 Q3	$476K	Hold	16,020	–	–	0.18%	26
2021 Q2	$514K	Hold	16,020	–	–	0.2%	23
2021 Q1	$515K	Hold	16,020	–	–	0.38%	23
2020 Q4	$485K	Buy	+16,020	New	+$460K	0.38%	19

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Waypoint Wealth Partners's CSX Position: Q2 2025 in Review

Waypoint Wealth Partners held its CSX Corp (CSX) position steady in Q2 2025 at 15,895 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #45.

Waypoint Wealth Partners first reported a position in CSX in Q4 2020 and has held it in 19 quarters since. The position peaked at $611K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Waypoint Wealth Partners held 15,895 shares of CSX Corp worth $519K as of Q2 2025.
Waypoint Wealth Partners left its CSX Corp share count unchanged in Q2 2025.
CSX Corp made up 0.13% of Waypoint Wealth Partners's portfolio in Q2 2025, its #45 holding.
Waypoint Wealth Partners first reported a position in CSX Corp in Q4 2020 and has held it in 19 quarters since.
Waypoint Wealth Partners's CSX Corp position peaked at $611K in Q4 2021.
1,699 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.