CSX — CSX CORP

Ownership history in AAFMAA Wealth Management & Trust LLC  ·  13 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported CSX CORP (CSX) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2024 Q1. The latest visible filing shows CSX at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AAFMAA Wealth Management & Trust LLC's position in CSX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSX was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSX stock page AAFMAA Wealth Management & Trust LLC fund profile AAFMAA Wealth Management & Trust LLC full holdings
How AAFMAA Wealth Management & Trust LLC held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 26,462 +641 +2.5% 0.42% $1.1M 2026-04-08 $42.14
2025 Q4 REDUCED 25,821 -14,529 -36.0% 0.37% $936K 2026-01-07 $34.93
2025 Q3 REDUCED 40,350 -1,447 -3.5% 0.57% $1.4M 2025-10-30 $35.39
2025 Q2 REDUCED 41,797 -12,753 -23.4% 0.56% $1.4M 2025-07-16 $32.90
2025 Q1 REDUCED 54,550 -9,728 -15.1% 0.73% $1.6M 2025-04-11 $27.59
2024 Q4 ADDED 64,278 +2,055 +3.3% 0.91% $2.1M 2025-01-13 $31.28
2024 Q3 ADDED 62,223 +3,194 +5.4% 0.95% $2.1M 2024-10-16 $34.68
2024 Q2 ADDED 59,029 +1 +0.0% 0.97% $2.0M 2024-07-19 $33.80
2024 Q1 ADDED 59,028 +3,299 +5.9% 1.19% $2.2M 2024-05-02 $32.59
2023 Q4 REDUCED 55,729 -1,111 -2.0% 1.10% $1.9M 2024-02-12 $35.68
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSX

As of 2026 Q1 — sorted by position size

Ausbil Investment Management Ltd 3Y 5.38% Sage Capital Advisors,llc 3Y 7Y 1.11% MFG WEALTH MANAGEMENT, INC. 1.02% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.95% JACOBS & CO/CA 3Y 7Y 0.77% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.71% Cutter & CO Brokerage, Inc. 3Y 7Y 0.6% Crescent Sterling, Ltd. 3Y 0.56% WEALTHSPAN PARTNERS, LLC 3Y 0.53% NorthCrest Asset Manangement, LLC 3Y 0.52%

FAQ About AAFMAA Wealth Management & Trust LLC and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has AAFMAA Wealth Management & Trust LLC reported owning CSX?

AAFMAA Wealth Management & Trust LLC reported CSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSX position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for CSX was 1.19% in 2024 Q1.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 26,462 shares, equal to 0.42% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CSX ownership page compare?

The chart compares AAFMAA Wealth Management & Trust LLC's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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