Appleton Partners’s CSX Corp CSX Stock Holding History

Appleton Partners’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	$971K	Sell	20,434 -42	-0.2%	-$1.9K	0.06%	151
2026 Q1	$841K	Sell	20,476 -94	-0.5%	-$3.68K	0.06%	149
2025 Q4	$746K	Buy	20,570 +2,344	+13%	+$83.9K	0.05%	164
2025 Q3	$647K	Hold	18,226	–	–	0.04%	163
2025 Q2	$595K	Sell	18,226 -258	-1%	-$7.76K	0.04%	168
2025 Q1	$544K	Sell	18,484 -260	-1%	-$8.26K	0.04%	168
2024 Q4	$605K	Sell	18,744 -4	-0%	-$137	0.04%	158
2024 Q3	$647K	Hold	18,748	–	–	0.05%	157
2024 Q2	$627K	Buy	18,748 +339	+2%	+$11.5K	0.05%	157
2024 Q1	$682K	Hold	18,409	–	–	0.05%	162
2023 Q4	$638K	Hold	18,409	–	–	0.05%	173
2023 Q3	$566K	Hold	18,409	–	–	0.05%	177
2023 Q2	$628K	Sell	18,409 -17,469	-49%	-$553K	0.05%	178
2023 Q1	$1.07M	Sell	35,878 -753	-2%	-$23.1K	0.1%	145
2022 Q4	$1.14M	Sell	36,631 -1,994	-5%	-$60K	0.11%	143
2022 Q3	$1.03M	Sell	38,625 -5,063	-12%	-$157K	0.1%	145
2022 Q2	$1.27M	Buy	43,688 +1,617	+4%	+$52.7K	0.12%	135
2022 Q1	$1.58M	Sell	42,071 -1,157	-3%	-$40.9K	0.13%	135
2021 Q4	$1.63M	Sell	43,228 -24	-0.1%	-$846	0.12%	135
2021 Q3	$1.29M	Sell	43,252 -1,004	-2%	-$32.1K	0.11%	146
2021 Q2	$1.42M	Sell	44,256 -192	-0.4%	-$6.33K	0.12%	139
2021 Q1	$1.43M	Sell	44,448 -1,965	-4%	-$60K	0.13%	133
2020 Q4	$1.4M	Sell	46,413 -2,064	-4%	-$59.3K	0.14%	128
2020 Q3	$1.25M	Sell	48,477 -630	-1%	-$15.5K	0.14%	121
2020 Q2	$1.14M	Sell	49,107 -3,753	-7%	-$83K	0.14%	128
2020 Q1	$1.01M	Sell	52,860 -75,495	-59%	-$1.76M	0.14%	129
2019 Q4	$3.1M	Sell	128,355 -9,501	-7%	-$225K	0.34%	75
2019 Q3	$3.18M	Buy	137,856 +939	+0.7%	+$21.9K	0.38%	72
2019 Q2	$3.53M	Buy	136,917 +7,485	+6%	+$193K	0.44%	62
2019 Q1	$3.23M	Buy	129,432 +20,658	+19%	+$478K	0.43%	66
2018 Q4	$2.25M	Buy	108,774 +9,480	+10%	+$218K	0.34%	83
2018 Q3	$2.45M	Buy	99,294 +17,283	+21%	+$412K	0.33%	88
2018 Q2	$1.74M	Buy	82,011 +58,887	+255%	+$1.21M	0.25%	101
2018 Q1	$429K	Hold	23,124	–	–	0.07%	192
2017 Q4	$424K	Hold	23,124	–	–	0.07%	191
2017 Q3	$418K	Hold	23,124	–	–	0.07%	177
2017 Q2	$421K	Sell	23,124 -1,200	-5%	-$20.6K	0.07%	178
2017 Q1	$377K	Sell	24,324 -330	-1%	-$5.03K	0.07%	180
2016 Q4	$295K	Sell	24,654 -5,319	-18%	-$59.6K	0.06%	182
2016 Q3	$305K	Buy	29,973 +429	+1%	+$4.06K	0.06%	177
2016 Q2	$257K	Hold	29,544	–	–	0.05%	185
2016 Q1	$254K	Sell	29,544 -1,287	-4%	-$10.4K	0.05%	185
2015 Q4	$267K	Buy	30,831 +825	+3%	+$7.49K	0.05%	189
2015 Q3	$269K	Hold	30,006	–	–	0.06%	181
2015 Q2	$327K	Sell	30,006 -1,338	-4%	-$15.5K	0.07%	149
2015 Q1	$346K	Hold	31,344	–	–	0.08%	148
2014 Q4	$379K	Sell	31,344 -312	-1%	-$3.65K	0.09%	137
2014 Q3	$338K	Sell	31,656 -1,863	-6%	-$19.2K	0.08%	137
2014 Q2	$344K	Buy	33,519 +438	+1%	+$4.26K	0.08%	139
2014 Q1	$319K	Sell	33,081 -1,788	-5%	-$16.6K	0.08%	138
2013 Q4	$334K	Buy	34,869 +3,900	+13%	+$34.9K	0.08%	128
2013 Q3	$266K	Hold	30,969	–	–	0.07%	134
2013 Q2	$239K	Buy	+30,969	New	+$254K	0.07%	134

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Appleton Partners's CSX Position: Q2 2026 in Review

Appleton Partners reduced its CSX Corp (CSX) stake by 0.21% in Q2 2026, selling an estimated $1.9K and leaving 20,434 shares worth $971K. The position accounts for 0.06% of the portfolio, ranked #151.

Appleton Partners first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.53M in Q2 2019. 467 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Appleton Partners held 20,434 shares of CSX Corp worth $971K as of Q2 2026.
Appleton Partners sold 42 CSX Corp shares in Q2 2026, an estimated $1.9K.
CSX Corp made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #151 holding.
Appleton Partners first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
Appleton Partners's CSX Corp position peaked at $3.53M in Q2 2019.
467 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.