XML Financial’s CSX Corp CSX Stock Holding History

XML Financial’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	$918K	Sell	22,351 -1,709	-7%	-$67K	0.07%	189
2025 Q4	$872K	Buy	24,060 +1,709	+8%	+$61.2K	0.07%	192
2025 Q3	$794K	Hold	22,351	–	–	0.06%	197
2025 Q2	$729K	Hold	22,351	–	–	0.06%	203
2025 Q1	$658K	Sell	22,351 -1,352	-6%	-$42.9K	0.06%	199
2024 Q4	$765K	Sell	23,703 -252	-1%	-$8.64K	0.07%	192
2024 Q3	$827K	Sell	23,955 -830	-3%	-$28.2K	0.08%	186
2024 Q2	$829K	Sell	24,785 -83	-0.3%	-$2.82K	0.08%	182
2024 Q1	$922K	Buy	24,868 +8	+0%	+$292	0.09%	173
2023 Q4	$862K	Sell	24,860 -37	-0.1%	-$1.18K	0.09%	175
2023 Q3	$766K	Sell	24,897 -5,591	-18%	-$177K	0.09%	174
2023 Q2	$1.04M	Buy	30,488 +1,013	+3%	+$32K	0.12%	154
2023 Q1	$882K	Buy	29,475 +205	+0.7%	+$6.3K	0.11%	157
2022 Q4	$907K	Buy	29,270 +115	+0.4%	+$3.46K	0.11%	154
2022 Q3	$777K	Buy	+29,155	New	+$906K	0.11%	160
2022 Q2	–	Sell	-28,636	Closed	-$1.07M	–	257
2022 Q1	$1.07M	Sell	28,636 -198	-0.7%	-$7K	0.13%	150
2021 Q4	$1.08M	Buy	28,834 +1	+0%	+$35	0.13%	149
2021 Q3	$857K	Buy	+28,833	New	+$923K	0.11%	157

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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