WFS
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Widmann Financial Services’s CSX Corp CSX Stock Holding History

Widmann Financial Services’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 		$208K Buy
+5,065
New +$199K 0.12% 115
2025
Q4 		– Sell
-5,775
Closed -$205K – 114
2025
Q3 		$205K Buy
+5,775
New +$197K 0.13% 112
2024
Q3 		– Sell
-6,175
Closed -$207K – 107
2024
Q2 		$207K Sell
6,175
-180
-3% -$6.11K 0.17% 94
2024
Q1 		$236K Hold
6,355
– – 0.2% 87
2023
Q4 		$220K Buy
+6,355
New +$202K 0.2% 85
2022
Q4 		– Sell
-45,155
Closed -$1.2M – 83
2022
Q3 		$1.2M Sell
45,155
-29,233
-39% -$909K 1.33% 28
2022
Q2 		$2.16M Sell
74,388
-130,000
-64% -$4.24M 2.24% 14
2022
Q1 		$7.65M Buy
204,388
+197,033
+2,679% +$6.97M 6.78% 1
2021
Q4 		$276K Buy
+7,355
New +$259K 0.23% 72

Other funds holding CSX

BlackRock
BlackRock New York $5.7T 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
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 $1.47T 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return