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Willow Creek Wealth Management’s CSX Corp CSX Stock Holding History

Willow Creek Wealth Management’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
2025
Q3 		$218K Hold
6,140
– – 0.02% 167
2025
Q2 		$200K Buy
+6,140
New +$185K 0.02% 166
2024
Q2 		– Sell
-5,787
Closed -$215K – 151
2024
Q1 		$215K Sell
5,787
-71
-1% -$2.59K 0.03% 145
2023
Q4 		$203K Buy
+5,858
New +$187K 0.03% 144

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Willow Creek Wealth Management's CSX Position: Q3 2025 in Review

Willow Creek Wealth Management held its CSX Corp (CSX) position steady in Q3 2025 at 6,140 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #167.

Willow Creek Wealth Management first reported a position in CSX in Q4 2023 and has held it in 4 quarters since. 1,739 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Willow Creek Wealth Management held 6,140 shares of CSX Corp worth $218K as of Q3 2025.
  • Willow Creek Wealth Management left its CSX Corp share count unchanged in Q3 2025.
  • CSX Corp made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #167 holding.
  • Willow Creek Wealth Management first reported a position in CSX Corp in Q4 2023 and has held it in 4 quarters since.
  • 1,739 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.