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Wilkerson Advisory Group’s CSX Corp CSX Stock Holding History

Wilkerson Advisory Group’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 		$40.3K Buy
847
+18
+2% +$813 0.01% 250
2026
Q1 		$34K Buy
829
+409
+97% +$16K 0.01% 244
2025
Q4 		$15.2K Buy
+420
New +$15K 0.01% 277

Other funds holding CSX

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wilkerson Advisory Group's CSX Position: Q2 2026 in Review

Wilkerson Advisory Group increased its CSX Corp (CSX) stake by 2.2% in Q2 2026, buying an estimated $813 and bringing the position to 847 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #250.

Wilkerson Advisory Group first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wilkerson Advisory Group held 847 shares of CSX Corp worth $40.3K as of Q2 2026.
  • Wilkerson Advisory Group bought 18 CSX Corp shares in Q2 2026, an estimated $813.
  • CSX Corp made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #250 holding.
  • Wilkerson Advisory Group first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.