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Caldwell Trust’s CSX Corp CSX Stock Holding History

Caldwell Trust’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 		$2.16M Buy
52,617
+6,105
+13% +$239K 0.19% 104
2025
Q4 		$1.69M Buy
46,512
+8,325
+22% +$298K 0.15% 122
2025
Q3 		$1.36M Buy
38,187
+27,014
+242% +$922K 0.13% 138
2025
Q2 		$365K Buy
11,173
+1,680
+18% +$50.6K 0.04% 250
2025
Q1 		$279K Sell
9,493
-112
-1% -$3.56K 0.03% 279
2024
Q4 		$310K Sell
9,605
-141
-1% -$4.84K 0.03% 264
2024
Q3 		$337K Sell
9,746
-172
-2% -$5.84K 0.04% 253
2024
Q2 		$332K Sell
9,918
-295
-3% -$10K 0.04% 251
2024
Q1 		$379K Buy
10,213
+1,746
+21% +$63.7K 0.04% 242
2023
Q4 		$294K Buy
8,467
+49
+0.6% +$1.56K 0.04% 252
2023
Q3 		$259K Sell
8,418
-48
-0.6% -$1.52K 0.04% 257
2023
Q2 		$289K Hold
8,466
– – 0.04% 250
2023
Q1 		$253K Sell
8,466
-1,287
-13% -$39.6K 0.04% 256
2022
Q4 		$302K Buy
9,753
+48
+0.5% +$1.44K 0.04% 237
2022
Q3 		$259K Hold
9,705
– – 0.04% 246
2022
Q2 		$282K Hold
9,705
– – 0.04% 239
2022
Q1 		$363K Hold
9,705
– – 0.04% 225
2021
Q4 		$365K Hold
9,705
– – 0.04% 229
2021
Q3 		$289K Buy
9,705
+6,470
+200% +$207K 0.04% 239
2021
Q2 		$104K Sell
3,235
-6,470
-67% -$213K 0.01% 356
2021
Q1 		$312K Sell
9,705
-690
-7% -$21.1K 0.04% 219
2020
Q4 		$314K Hold
10,395
– – 0.05% 209
2020
Q3 		$269K Sell
10,395
-1,140
-10% -$28.1K 0.04% 214
2020
Q2 		$268K Hold
11,535
– – 0.04% 215
2020
Q1 		$220K Sell
11,535
-1,125
-9% -$26.3K 0.04% 221
2019
Q4 		$305K Buy
+12,660
New +$299K 0.05% 222

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

Caldwell Trust's CSX Position: Q1 2026 in Review

Caldwell Trust increased its CSX Corp (CSX) stake by 13% in Q1 2026, buying an estimated $239K and bringing the position to 52,617 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #104.

Caldwell Trust first reported a position in CSX in Q4 2019 and has held it in 26 quarters since. 1,865 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Caldwell Trust held 52,617 shares of CSX Corp worth $2.16M as of Q1 2026.
  • Caldwell Trust bought 6,105 CSX Corp shares in Q1 2026, an estimated $239K.
  • CSX Corp made up 0.19% of Caldwell Trust's portfolio in Q1 2026, its #104 holding.
  • Caldwell Trust first reported a position in CSX Corp in Q4 2019 and has held it in 26 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.