Whitaker-Myers Wealth Managers’s CSX Corp CSX Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.83M	Sell	39,395 -8,153	-17%	-$404K	0.3%	48
2026 Q2	$2.26M	Buy	47,548 +397	+0.8%	+$17.9K	0.38%	48
2026 Q1	$1.94M	Buy	47,151 +3,070	+7%	+$120K	0.39%	51
2025 Q4	$1.6M	Buy	+44,081	New	+$1.58M	0.33%	46

Other funds holding CSX

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CSX Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its CSX Corp (CSX) stake by 17% in Q3 2026, selling an estimated $404K and leaving 39,395 shares worth $1.83M. The position accounts for 0.3% of the portfolio, ranked #48.

Whitaker-Myers Wealth Managers first reported a position in CSX in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q2 2026. 151 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Whitaker-Myers Wealth Managers held 39,395 shares of CSX Corp worth $1.83M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 8,153 CSX Corp shares in Q3 2026, an estimated $404K.
CSX Corp made up 0.3% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #48 holding.
Whitaker-Myers Wealth Managers first reported a position in CSX Corp in Q4 2025 and has held it in 4 quarters since.
Whitaker-Myers Wealth Managers's CSX Corp position peaked at $2.26M in Q2 2026.
151 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.