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 Q2	$241K	Buy	5,066 +1	+0%	+$45	0.13%	113
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 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

Widmann Financial Services's CSX Position: Q2 2026 in Review

Widmann Financial Services increased its CSX Corp (CSX) stake by 0.02% in Q2 2026, buying an estimated $45 and bringing the position to 5,066 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #113.

Widmann Financial Services first reported a position in CSX in Q4 2021 and has held it in 10 quarters since. The position peaked at $7.65M in Q1 2022. 1,991 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Widmann Financial Services held 5,066 shares of CSX Corp worth $241K as of Q2 2026.
Widmann Financial Services bought 1 CSX Corp share in Q2 2026, an estimated $45.
CSX Corp made up 0.13% of Widmann Financial Services's portfolio in Q2 2026, its #113 holding.
Widmann Financial Services first reported a position in CSX Corp in Q4 2021 and has held it in 10 quarters since.
Widmann Financial Services's CSX Corp position peaked at $7.65M in Q1 2022.
1,991 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.