WWM
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Western Wealth Management’s CSX Corp CSX Stock Holding History

Western Wealth Management’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 		$1.55M Sell
37,668
-111
-0.3% -$4.35K 0.06% 328
2025
Q4 		$1.37M Buy
37,779
+1,021
+3% +$36.5K 0.06% 285
2025
Q3 		$1.31M Buy
36,758
+48
+0.1% +$1.64K 0.07% 251
2025
Q2 		$1.2M Buy
36,710
+4,005
+12% +$121K 0.07% 241
2025
Q1 		$963K Sell
32,705
-2,902
-8% -$92.2K 0.06% 263
2024
Q4 		$1.15M Buy
35,607
+352
+1% +$12.1K 0.07% 224
2024
Q3 		$1.22M Sell
35,255
-872
-2% -$29.6K 0.07% 275
2024
Q2 		$1.21M Buy
36,127
+295
+0.8% +$10K 0.09% 197
2024
Q1 		$1.33M Buy
35,832
+644
+2% +$23.5K 0.1% 182
2023
Q4 		$1.22M Buy
35,188
+419
+1% +$13.3K 0.09% 238
2023
Q3 		$1.07M Sell
34,769
-394
-1% -$12.5K 0.09% 232
2023
Q2 		$1.2M Sell
35,163
-571
-2% -$18.1K 0.1% 204
2023
Q1 		$1.07M Sell
35,734
-574
-2% -$17.6K 0.1% 221
2022
Q4 		$1.12M Sell
36,308
-19,362
-35% -$582K 0.12% 198
2022
Q3 		$1.49M Buy
55,670
+4,997
+10% +$155K 0.09% 230
2022
Q2 		$1.47M Buy
50,673
+540
+1% +$17.6K 0.08% 236
2022
Q1 		$1.88M Buy
50,133
+24,513
+96% +$867K 0.09% 214
2021
Q4 		$970K Buy
+25,620
New +$903K 0.1% 201
2021
Q2 		$671K Buy
21,349
+703
+3% +$23.2K 0.07% 291
2021
Q1 		$664K Sell
20,646
-333
-2% -$10.2K 0.09% 225
2020
Q4 		$635K Sell
20,979
-4,206
-17% -$121K 0.09% 217
2020
Q3 		$652K Buy
25,185
+597
+2% +$14.7K 0.11% 198
2020
Q2 		$572K Buy
24,588
+1,488
+6% +$32.9K 0.1% 199
2020
Q1 		$436K Sell
23,100
-8,280
-26% -$193K 0.1% 204
2019
Q4 		$757K Sell
31,380
-2,136
-6% -$50.5K 0.11% 167
2019
Q3 		$772K Sell
33,516
-1,704
-5% -$39.7K 0.16% 142
2019
Q2 		$905K Sell
35,220
-156
-0.4% -$4.02K 0.12% 144
2019
Q1 		$880K Buy
35,376
+3,957
+13% +$91.6K 0.2% 127
2018
Q4 		$653K Buy
+31,419
New +$723K 0.18% 144

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

Western Wealth Management's CSX Position: Q1 2026 in Review

Western Wealth Management reduced its CSX Corp (CSX) stake by 0.29% in Q1 2026, selling an estimated $4.35K and leaving 37,668 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #328.

Western Wealth Management first reported a position in CSX in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.88M in Q1 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Western Wealth Management held 37,668 shares of CSX Corp worth $1.55M as of Q1 2026.
  • Western Wealth Management sold 111 CSX Corp shares in Q1 2026, an estimated $4.35K.
  • CSX Corp made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #328 holding.
  • Western Wealth Management first reported a position in CSX Corp in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's CSX Corp position peaked at $1.88M in Q1 2022.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.