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Badgley Phelps Wealth Managers’s CSX Corp CSX Stock Holding History

Badgley Phelps Wealth Managers’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
2025
Q2 		– Sell
-7,966
Closed -$234K – 297
2025
Q1 		$234K Buy
7,966
+249
+3% +$7.91K 0.01% 279
2024
Q4 		$249K Hold
7,717
– – 0.01% 270
2024
Q3 		$266K Buy
+7,717
New +$262K 0.01% 260

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Badgley Phelps Wealth Managers's CSX Position: Q2 2025 in Review

Badgley Phelps Wealth Managers sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 7,966 shares — an estimated $234K sold.

Badgley Phelps Wealth Managers first reported a position in CSX in Q3 2024 and held it in 3 quarters. The position peaked at $266K in Q3 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Badgley Phelps Wealth Managers reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 7,966 CSX Corp shares in Q2 2025, an estimated $234K.
  • Badgley Phelps Wealth Managers first reported a position in CSX Corp in Q3 2024 and held it in 3 quarters.
  • Badgley Phelps Wealth Managers's CSX Corp position peaked at $266K in Q3 2024.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2025, filed 16 Jul 2025.