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Willner & Heller’s CSX Corp CSX Stock Holding History

Willner & Heller’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 		$439K Sell
9,244
-384
-4% -$17.3K 0.28% 103
2026
Q1 		$395K Sell
9,628
-246
-2% -$9.64K 0.29% 102
2025
Q4 		$358K Buy
9,874
+28
+0.3% +$1K 0.26% 114
2025
Q3 		$350K Buy
9,846
+39
+0.4% +$1.33K 0.27% 110
2025
Q2 		$320K Buy
9,807
+329
+3% +$9.9K 0.27% 111
2025
Q1 		$279K Buy
9,478
+789
+9% +$25.1K 0.26% 123
2024
Q4 		$280K Buy
8,689
+350
+4% +$12K 0.25% 123
2024
Q3 		$288K Buy
8,339
+627
+8% +$21.3K 0.26% 122
2024
Q2 		$258K Buy
7,712
+29
+0.4% +$985 0.25% 125
2024
Q1 		$285K Buy
7,683
+25
+0.3% +$912 0.28% 117
2023
Q4 		$266K Buy
+7,658
New +$244K 0.3% 112
2022
Q4 		$243K Sell
7,842
-26
-0.3% -$782 0.35% 113
2022
Q3 		$210K Sell
7,868
-350
-4% -$10.9K 0.34% 111
2022
Q2 		$239K Sell
8,218
-151
-2% -$4.92K 0.37% 103
2022
Q1 		$315K Buy
8,369
+20
+0.2% +$707 0.39% 95
2021
Q4 		$248K Buy
+8,349
New +$294K 0.33% 111

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
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Willner & Heller's CSX Position: Q2 2026 in Review

Willner & Heller reduced its CSX Corp (CSX) stake by 4% in Q2 2026, selling an estimated $17.3K and leaving 9,244 shares worth $439K. The position accounts for 0.28% of the portfolio, ranked #103.

Willner & Heller first reported a position in CSX in Q4 2021 and has held it in 16 quarters since. 321 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Willner & Heller held 9,244 shares of CSX Corp worth $439K as of Q2 2026.
  • Willner & Heller sold 384 CSX Corp shares in Q2 2026, an estimated $17.3K.
  • CSX Corp made up 0.28% of Willner & Heller's portfolio in Q2 2026, its #103 holding.
  • Willner & Heller first reported a position in CSX Corp in Q4 2021 and has held it in 16 quarters since.
  • 321 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.