WG
CSX icon

Wealth Group’s CSX Corp CSX Stock Holding History

Wealth Group’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
Q3 		$221K Buy
+4,762
New +$236K 0.19% 83
2025
Q2 		$245K Buy
+7,500
New +$226K 0.24% 77
2025
Q1 		– Sell
-9,390
Closed -$303K – 158
2024
Q4 		$303K Buy
+9,390
New +$322K 0.2% 118
2024
Q3 		– Sell
-9,340
Closed -$312K – 156
2024
Q2 		$312K Buy
9,340
+205
+2% +$6.96K 0.22% 113
2024
Q1 		$339K Buy
+9,135
New +$333K 0.26% 97

Other funds holding CSX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Group's CSX Position: Q3 2026 in Review

Wealth Group opened a new position in CSX Corp (CSX) in Q3 2026: 4,762 shares worth $221K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings. This is a return to the name: Wealth Group previously reported a position in CSX as recently as Q2 2025.

Wealth Group first reported a position in CSX in Q1 2024 and has held it in 5 quarters since. The position peaked at $339K in Q1 2024. 1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Wealth Group held 4,762 shares of CSX Corp worth $221K as of Q3 2026.
  • CSX Corp was a new Wealth Group position in Q3 2026.
  • CSX Corp made up 0.19% of Wealth Group's portfolio in Q3 2026, its #83 holding.
  • Wealth Group first reported a position in CSX Corp in Q1 2024 and has held it in 5 quarters since.
  • Wealth Group's CSX Corp position peaked at $339K in Q1 2024.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Wealth Group's 13F filing for Q3 2026, filed 30 Oct 2026.