WFA of San Diego’s CSX Corp CSX Stock Holding History

WFA of San Diego’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	–	Sell	-846	Closed	-$34.7K	–	153
2026 Q1	$34.7K	Hold	846	–	–	0.03%	211
2025 Q4	$30.7K	Hold	846	–	–	0.02%	236
2025 Q3	$30K	Hold	846	–	–	0.02%	249
2025 Q2	$27.6K	Buy	+846	New	+$25.5K	0.02%	247
2024 Q3	$29.2K	Hold	846	–	–	0.02%	218
2024 Q2	$28.3K	Buy	+846	New	+$28.7K	0.03%	221
2023 Q3	$26K	Hold	846	–	–	0.03%	222
2023 Q2	$28.9K	Buy	+846	New	+$26.8K	0.03%	214
2023 Q1	–	Sell	-846	Closed	-$26.2K	–	127
2022 Q4	$26.2K	Buy	+846	New	+$25.4K	0.02%	264
2022 Q3	–	Sell	-846	Closed	-$25K	–	144
2022 Q2	$25K	Buy	+846	New	+$27.6K	0.02%	206
2020 Q3	–	Sell	-9,621	Closed	-$234K	–	106
2020 Q2	$234K	Buy	+9,621	New	+$213K	0.05%	230

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 $3.38T AUM 44.17% 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

WFA of San Diego's CSX Position: Q2 2026 in Review

WFA of San Diego sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 846 shares — an estimated $34.7K sold.

WFA of San Diego first reported a position in CSX in Q2 2020 and held it in 11 quarters. The position peaked at $234K in Q2 2020. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

WFA of San Diego reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 846 CSX Corp shares in Q2 2026, an estimated $34.7K.
WFA of San Diego first reported a position in CSX Corp in Q2 2020 and held it in 11 quarters.
WFA of San Diego's CSX Corp position peaked at $234K in Q2 2020.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.