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Annis Gardner Whiting Capital Advisors’s CSX Corp CSX Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-536
Closed -$22K – 534
2026
Q1 		$22K Buy
536
+115
+27% +$4.51K ﹤0.01% 705
2025
Q4 		$15.3K Sell
421
-5
-1% -$179 ﹤0.01% 702
2025
Q3 		$15.1K Buy
426
+114
+37% +$3.89K ﹤0.01% 651
2025
Q2 		$10.2K Buy
312
+132
+73% +$3.97K ﹤0.01% 711
2025
Q1 		$5.3K Sell
180
-256
-59% -$8.13K ﹤0.01% 619
2024
Q4 		$14.1K Buy
436
+177
+68% +$6.07K ﹤0.01% 489
2024
Q3 		$8.94K Sell
259
-21
-8% -$713 ﹤0.01% 559
2024
Q2 		$9.37K Buy
280
+100
+56% +$3.4K ﹤0.01% 695
2024
Q1 		$6.67K Sell
180
-194
-52% -$7.08K ﹤0.01% 721
2023
Q4 		$13K Buy
374
+142
+61% +$4.52K 0.01% 454
2023
Q3 		$7.13K Buy
+232
New +$7.35K ﹤0.01% 496

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CSX Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 536 shares — an estimated $22K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CSX in Q3 2023 and held it in 11 quarters. The position peaked at $22K in Q1 2026. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 536 CSX Corp shares in Q2 2026, an estimated $22K.
  • Annis Gardner Whiting Capital Advisors first reported a position in CSX Corp in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's CSX Corp position peaked at $22K in Q1 2026.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.