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Bourgeon Capital Management’s CSX Corp CSX Stock Holding History

Bourgeon Capital Management’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
Q1 		– Sell
-326,652
Closed -$11.8M – 114
2025
Q4 		$11.8M Sell
326,652
-1,712
-0.5% -$61.3K 1.92% 23
2025
Q3 		$11.7M Buy
328,364
+13,715
+4% +$468K 2.1% 21
2025
Q2 		$10.3M Sell
314,649
-16,695
-5% -$502K 2.03% 21
2025
Q1 		$9.75M Buy
331,344
+3,320
+1% +$105K 2.1% 19
2024
Q4 		$10.6M Buy
328,024
+5,297
+2% +$182K 1.98% 19
2024
Q3 		$11.1M Sell
322,727
-2,905
-0.9% -$98.6K 2.14% 19
2024
Q2 		$10.9M Buy
325,632
+112,307
+53% +$3.81M 2.13% 18
2024
Q1 		$7.91M Buy
213,325
+2,396
+1% +$87.4K 1.55% 30
2023
Q4 		$7.31M Buy
210,929
+209,177
+11,939% +$6.66M 1.62% 26
2023
Q3 		$53.9K Hold
1,752
– – 0.01% 139
2023
Q2 		$59.7K Hold
1,752
– – 0.01% 142
2023
Q1 		$52.5K Hold
1,752
– – 0.01% 140
2022
Q4 		$54.3K Buy
+1,752
New +$52.7K 0.01% 148

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bourgeon Capital Management's CSX Position: Q1 2026 in Review

Bourgeon Capital Management sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 326,652 shares — an estimated $11.8M sold.

Bourgeon Capital Management first reported a position in CSX in Q4 2022 and held it in 13 quarters. The position peaked at $11.8M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Bourgeon Capital Management reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 326,652 CSX Corp shares in Q1 2026, an estimated $11.8M.
  • Bourgeon Capital Management first reported a position in CSX Corp in Q4 2022 and held it in 13 quarters.
  • Bourgeon Capital Management's CSX Corp position peaked at $11.8M in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.