West Wealth Group’s CSX Corp CSX Stock Holding History

West 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 Q2	$476K	Buy	10,013 +391	+4%	+$17.7K	0.08%	87
2026 Q1	$395K	Buy	9,622 +34	+0.4%	+$1.33K	0.08%	91
2025 Q4	$348K	Sell	9,588 -76	-0.8%	-$2.72K	0.07%	84
2025 Q3	$350K	Buy	9,664 +2,013	+26%	+$68.7K	0.08%	83
2025 Q2	$276K	Buy	7,651 +35	+0.5%	+$1.05K	0.07%	89
2025 Q1	$225K	Buy	7,616 +34	+0.4%	+$1.08K	0.07%	89
2024 Q4	$245K	Buy	7,582 +25	+0.3%	+$857	0.07%	79
2024 Q3	$261K	Buy	7,557 +27	+0.4%	+$916	0.08%	71
2024 Q2	$252K	Buy	7,530 +185	+3%	+$6.28K	0.09%	73
2024 Q1	$272K	Buy	7,345 +24	+0.3%	+$876	0.1%	67
2023 Q4	$254K	Buy	7,321 +23	+0.3%	+$733	0.1%	68
2023 Q3	$224K	Hold	7,298	–	–	0.1%	64
2023 Q2	$249K	Buy	7,298 +24	+0.3%	+$759	0.11%	58
2023 Q1	$218K	Buy	7,274 +28	+0.4%	+$861	0.1%	61
2022 Q4	$224K	Buy	+7,246	New	+$218K	0.11%	63

Other funds holding CSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

West Wealth Group's CSX Position: Q2 2026 in Review

West Wealth Group increased its CSX Corp (CSX) stake by 4.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 10,013 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #87.

West Wealth Group first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

West Wealth Group held 10,013 shares of CSX Corp worth $476K as of Q2 2026.
West Wealth Group bought 391 CSX Corp shares in Q2 2026, an estimated $17.7K.
CSX Corp made up 0.08% of West Wealth Group's portfolio in Q2 2026, its #87 holding.
West Wealth Group first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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