Bartlett & Co Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.17M | Buy |
93,221
+977
| +1% | +$38.3K | 0.05% | 152 |
|
|
2025
Q4 | $3.34M | Sell |
92,244
-1,468
| -2% | -$52.5K | 0.04% | 163 |
|
|
2025
Q3 | $3.33M | Sell |
93,712
-17,948
| -16% | -$613K | 0.04% | 161 |
|
|
2025
Q2 | $3.64M | Sell |
111,660
-18,625
| -14% | -$560K | 0.05% | 152 |
|
|
2025
Q1 | $3.83M | Buy |
130,285
+12
| +0% | +$381 | 0.06% | 146 |
|
|
2024
Q4 | $4.2M | Buy |
130,273
+35,206
| +37% | +$1.21M | 0.06% | 145 |
|
|
2024
Q3 | $3.28M | Sell |
95,067
-235
| -0.2% | -$7.97K | 0.05% | 160 |
|
|
2024
Q2 | $3.19M | Buy |
95,302
+25,395
| +36% | +$862K | 0.05% | 158 |
|
|
2024
Q1 | $2.59M | Sell |
69,907
-2,129
| -3% | -$77.7K | 0.04% | 176 |
|
|
2023
Q4 | $2.5M | Hold |
72,036
| – | – | 0.04% | 185 |
|
|
2023
Q3 | $2.22M | Buy |
72,036
+4,515
| +7% | +$143K | 0.04% | 187 |
|
|
2023
Q2 | $2.3M | Sell |
67,521
-2,300
| -3% | -$72.8K | 0.04% | 188 |
|
|
2023
Q1 | $2.08M | Sell |
69,821
-5,571
| -7% | -$171K | 0.04% | 179 |
|
|
2022
Q4 | $2.34M | Sell |
75,392
-78
| -0.1% | -$2.35K | 0.05% | 172 |
|
|
2022
Q3 | $2.01M | Sell |
75,470
-2,306
| -3% | -$71.7K | 0.04% | 170 |
|
|
2022
Q2 | $2.26M | Sell |
77,776
-621
| -0.8% | -$20.2K | 0.05% | 163 |
|
|
2022
Q1 | $2.94M | Buy |
78,397
+1,200
| +2% | +$42.4K | 0.05% | 158 |
|
|
2021
Q4 | $2.9M | Buy |
77,197
+15,380
| +25% | +$542K | 0.05% | 163 |
|
|
2021
Q3 | $1.84M | Sell |
61,817
-1,036
| -2% | -$33.2K | 0.04% | 175 |
|
|
2021
Q2 | $2.02M | Sell |
62,853
-6,615
| -10% | -$218K | 0.04% | 172 |
|
|
2021
Q1 | $2.23M | Sell |
69,468
-900
| -1% | -$27.5K | 0.04% | 165 |
|
|
2020
Q4 | $2.13M | Sell |
70,368
-12,114
| -15% | -$348K | 0.05% | 161 |
|
|
2020
Q3 | $2.14M | Sell |
82,482
-900
| -1% | -$22.2K | 0.05% | 155 |
|
|
2020
Q2 | $1.94M | Sell |
83,382
-1,707
| -2% | -$37.8K | 0.05% | 158 |
|
|
2020
Q1 | $1.63M | Sell |
85,089
-2,478
| -3% | -$57.9K | 0.05% | 167 |
|
|
2019
Q4 | $2.11M | Hold |
87,567
| – | – | 0.05% | 171 |
|
|
2019
Q3 | $2.02M | Buy |
87,567
+840
| +1% | +$19.6K | 0.05% | 171 |
|
|
2019
Q2 | $2.24M | Sell |
86,727
-261
| -0.3% | -$6.72K | 0.08% | 125 |
|
|
2019
Q1 | $2.17M | Hold |
86,988
| – | – | 0.08% | 124 |
|
|
2018
Q4 | $1.8M | Sell |
86,988
-10,500
| -11% | -$242K | 0.08% | 132 |
|
|
2018
Q3 | $2.41M | Sell |
97,488
-1,500
| -2% | -$35.7K | 0.09% | 118 |
|
|
2018
Q2 | $2.1M | Sell |
98,988
-24,300
| -20% | -$500K | 0.09% | 124 |
|
|
2018
Q1 | $2.29M | Buy |
+123,288
| New | +$2.3M | 0.09% | 115 |
|
Other funds holding CSX
VCM
VPM
Bartlett & Co Wealth Management's CSX Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its CSX Corp (CSX) stake by 1.1% in Q1 2026, buying an estimated $38.3K and bringing the position to 93,221 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #152.
Bartlett & Co Wealth Management first reported a position in CSX in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.2M in Q4 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Bartlett & Co Wealth Management held 93,221 shares of CSX Corp worth $4.17M as of Q1 2026.
- Bartlett & Co Wealth Management bought 977 CSX Corp shares in Q1 2026, an estimated $38.3K.
- CSX Corp made up 0.05% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #152 holding.
- Bartlett & Co Wealth Management first reported a position in CSX Corp in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's CSX Corp position peaked at $4.2M in Q4 2024.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.