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Wealth Effects’s CSX Corp CSX Stock Holding History

Wealth Effects’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 		$302K Buy
7,366
+1
+0% +$39 0.11% 158
2025
Q4 		$267K Sell
7,365
-60
-0.8% -$2.15K 0.08% 164
2025
Q3 		$264K Buy
7,425
+60
+0.8% +$2.05K 0.08% 175
2025
Q2 		$240K Sell
7,365
-300
-4% -$9.03K 0.09% 177
2025
Q1 		$226K Sell
7,665
-75
-1% -$2.38K 0.09% 169
2024
Q4 		$250K Sell
7,740
-70
-0.9% -$2.4K 0.09% 180
2024
Q3 		$270K Sell
7,810
-836
-10% -$28.4K 0.09% 165
2024
Q2 		$289K Hold
8,646
– – 0.1% 151
2024
Q1 		$321K Sell
8,646
-231
-3% -$8.43K 0.12% 146
2023
Q4 		$308K Buy
8,877
+231
+3% +$7.36K 0.12% 152
2023
Q3 		$266K Sell
8,646
-600
-6% -$19K 0.13% 139
2023
Q2 		$315K Hold
9,246
– – 0.14% 129
2023
Q1 		$277K Sell
9,246
-600
-6% -$18.4K 0.14% 144
2022
Q4 		$305K Hold
9,846
– – 0.17% 129
2022
Q3 		$262K Hold
9,846
– – 0.16% 131
2022
Q2 		$286K Buy
9,846
+1,200
+14% +$39.1K 0.17% 128
2022
Q1 		$324K Hold
8,646
– – 0.15% 133
2021
Q4 		$325K Buy
+8,646
New +$305K 0.13% 138

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

Wealth Effects's CSX Position: Q1 2026 in Review

Wealth Effects increased its CSX Corp (CSX) stake by 0.01% in Q1 2026, buying an estimated $39 and bringing the position to 7,366 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #158.

Wealth Effects first reported a position in CSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $325K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wealth Effects held 7,366 shares of CSX Corp worth $302K as of Q1 2026.
  • Wealth Effects bought 1 CSX Corp share in Q1 2026, an estimated $39.
  • CSX Corp made up 0.11% of Wealth Effects's portfolio in Q1 2026, its #158 holding.
  • Wealth Effects first reported a position in CSX Corp in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's CSX Corp position peaked at $325K in Q4 2021.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.