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WCG Wealth Advisors’s CSX Corp CSX Stock Holding History

WCG Wealth Advisors’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
Q1 		$658K Buy
16,035
+923
+6% +$36.2K 0.02% 429
2025
Q4 		$548K Buy
+15,112
New +$541K 0.02% 438
2023
Q4 		– Sell
-14,440
Closed -$444K – 296
2023
Q3 		$444K Buy
14,440
+3,626
+34% +$115K 0.03% 245
2023
Q2 		$369K Buy
+10,814
New +$342K 0.04% 145

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCG Wealth Advisors's CSX Position: Q1 2026 in Review

WCG Wealth Advisors increased its CSX Corp (CSX) stake by 6.1% in Q1 2026, buying an estimated $36.2K and bringing the position to 16,035 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #429.

WCG Wealth Advisors first reported a position in CSX in Q2 2023 and has held it in 4 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • WCG Wealth Advisors held 16,035 shares of CSX Corp worth $658K as of Q1 2026.
  • WCG Wealth Advisors bought 923 CSX Corp shares in Q1 2026, an estimated $36.2K.
  • CSX Corp made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #429 holding.
  • WCG Wealth Advisors first reported a position in CSX Corp in Q2 2023 and has held it in 4 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.