Beaton Management Company’s CSX Corp CSX Stock Holding History

Beaton Management Company’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	$300K	Hold	6,315	–	–	0.12%	131
2026 Q1	$259K	Hold	6,315	–	–	0.12%	127
2025 Q4	$229K	Hold	6,315	–	–	0.1%	141
2025 Q3	$224K	Hold	6,315	–	–	0.1%	136
2025 Q2	$206K	Buy	+6,315	New	+$190K	0.1%	134
2025 Q1	–	Sell	-6,315	Closed	-$204K	–	139
2024 Q4	$204K	Hold	6,315	–	–	0.1%	134
2024 Q3	$218K	Hold	6,315	–	–	0.11%	131
2024 Q2	$211K	Hold	6,315	–	–	0.11%	131
2024 Q1	$234K	Hold	6,315	–	–	0.13%	126
2023 Q4	$219K	Sell	6,315 -240	-4%	-$7.64K	0.13%	122
2023 Q3	$202K	Sell	6,555 -345	-5%	-$10.9K	0.13%	128
2023 Q2	$235K	Hold	6,900	–	–	0.15%	122
2023 Q1	$207K	Hold	6,900	–	–	0.14%	126
2022 Q4	$214K	Buy	+6,900	New	+$207K	0.14%	124
2022 Q3	–	Sell	-6,900	Closed	-$201K	–	124
2022 Q2	$201K	Hold	6,900	–	–	0.14%	126
2022 Q1	$258K	Hold	6,900	–	–	0.16%	121
2021 Q4	$259K	Hold	6,900	–	–	0.15%	123
2021 Q3	$205K	Hold	6,900	–	–	0.14%	134
2021 Q2	$221K	Hold	6,900	–	–	0.14%	131
2021 Q1	$222K	Buy	+6,900	New	+$211K	0.15%	127

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Beaton Management Company's CSX Position: Q2 2026 in Review

Beaton Management Company held its CSX Corp (CSX) position steady in Q2 2026 at 6,315 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #131.

Beaton Management Company first reported a position in CSX in Q1 2021 and has held it in 20 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Beaton Management Company held 6,315 shares of CSX Corp worth $300K as of Q2 2026.
Beaton Management Company left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.12% of Beaton Management Company's portfolio in Q2 2026, its #131 holding.
Beaton Management Company first reported a position in CSX Corp in Q1 2021 and has held it in 20 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.