WFG
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Wills Financial Group’s CSX Corp CSX Stock Holding History

Wills Financial 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 		$223K Buy
4,693
+14
+0.3% +$632 0.08% 79
2026
Q1 		$208K Buy
+4,679
New +$183K 0.08% 74
2017
Q3 		– Sell
-27,198
Closed -$495K – 72
2017
Q2 		$495K Sell
27,198
-582
-2% -$9.97K 0.37% 52
2017
Q1 		$431K Buy
27,780
+21
+0.1% +$320 0.33% 53
2016
Q4 		$332K Buy
27,759
+828
+3% +$9.28K 0.27% 59
2016
Q3 		$273K Sell
26,931
-3,171
-11% -$30K 0.24% 60
2016
Q2 		$262K Buy
30,102
+33
+0.1% +$287 0.22% 63
2016
Q1 		$258K Buy
30,069
+36
+0.1% +$292 0.22% 63
2015
Q4 		$259K Sell
30,033
-4,428
-13% -$40.2K 0.23% 62
2015
Q3 		$308K Sell
34,461
-570
-2% -$5.59K 0.28% 62
2015
Q2 		$381K Buy
35,031
+42
+0.1% +$487 0.32% 62
2015
Q1 		$386K Sell
34,989
-1,815
-5% -$20.9K 0.32% 61
2014
Q4 		$444K Buy
36,804
+60
+0.2% +$703 0.36% 57
2014
Q3 		$392K Buy
36,744
+66
+0.2% +$681 0.33% 58
2014
Q2 		$377K Buy
36,678
+69
+0.2% +$672 0.31% 61
2014
Q1 		$353K Buy
36,609
+69
+0.2% +$640 0.34% 55
2013
Q4 		$350K Buy
+36,540
New +$327K 0.36% 52

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wills Financial Group's CSX Position: Q2 2026 in Review

Wills Financial Group increased its CSX Corp (CSX) stake by 0.3% in Q2 2026, buying an estimated $632 and bringing the position to 4,693 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #79.

Wills Financial Group first reported a position in CSX in Q4 2013 and has held it in 17 quarters since. The position peaked at $495K in Q2 2017. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Wills Financial Group held 4,693 shares of CSX Corp worth $223K as of Q2 2026.
  • Wills Financial Group bought 14 CSX Corp shares in Q2 2026, an estimated $632.
  • CSX Corp made up 0.08% of Wills Financial Group's portfolio in Q2 2026, its #79 holding.
  • Wills Financial Group first reported a position in CSX Corp in Q4 2013 and has held it in 17 quarters since.
  • Wills Financial Group's CSX Corp position peaked at $495K in Q2 2017.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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