WAG
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Wiser Advisor Group’s CSX Corp CSX Stock Holding History

Wiser Advisor 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
Q1 		$11K Hold
267
– – 0.01% 162
2025
Q4 		$9.68K Hold
267
– – 0.01% 171
2025
Q3 		$9.48K Buy
+267
New +$9.12K 0.01% 177
2025
Q2 		– Sell
-267
Closed -$7.86K – 89
2025
Q1 		$7.86K Hold
267
– – 0.01% 191
2024
Q4 		$8.62K Hold
267
– – 0.01% 190
2024
Q3 		$9.22K Sell
267
-381
-59% -$12.9K 0.01% 191
2024
Q2 		$21.6K Buy
648
+3
+0.5% +$102 0.03% 142
2024
Q1 		$23.9K Hold
645
– – 0.04% 136
2023
Q4 		$22.3K Buy
+645
New +$20.5K 0.04% 138

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wiser Advisor Group's CSX Position: Q1 2026 in Review

Wiser Advisor Group held its CSX Corp (CSX) position steady in Q1 2026 at 267 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #162.

Wiser Advisor Group first reported a position in CSX in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.9K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wiser Advisor Group held 267 shares of CSX Corp worth $11K as of Q1 2026.
  • Wiser Advisor Group left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.01% of Wiser Advisor Group's portfolio in Q1 2026, its #162 holding.
  • Wiser Advisor Group first reported a position in CSX Corp in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's CSX Corp position peaked at $23.9K in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.