WE
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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
Q2 		$350K Buy
7,367
+1
+0% +$45 0.09% 170
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealth Effects's CSX Position: Q2 2026 in Review

Wealth Effects increased its CSX Corp (CSX) stake by 0.01% in Q2 2026, buying an estimated $45 and bringing the position to 7,367 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #170.

Wealth Effects first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wealth Effects held 7,367 shares of CSX Corp worth $350K as of Q2 2026.
  • Wealth Effects bought 1 CSX Corp share in Q2 2026, an estimated $45.
  • CSX Corp made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #170 holding.
  • Wealth Effects first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.