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Calton & Associates’s CSX Corp CSX Stock Holding History

Calton & Associates’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 		$335K Buy
7,044
+364
+5% +$16.4K 0.05% 287
2026
Q1 		$274K Buy
6,680
+938
+16% +$36.8K 0.04% 341
2025
Q4 		$208K Sell
5,742
-264
-4% -$9.45K 0.03% 418
2025
Q3 		$213K Buy
+6,006
New +$205K 0.03% 391
2023
Q3 		– Sell
-11,339
Closed -$387K – 135
2023
Q2 		$387K Sell
11,339
-2,499
-18% -$79K 0.18% 125
2023
Q1 		$414K Sell
13,838
-92
-0.7% -$2.83K 0.19% 113
2022
Q4 		$432K Buy
13,930
+3,470
+33% +$104K 0.17% 149
2022
Q3 		$278K Sell
10,460
-441
-4% -$13.7K 0.16% 148
2022
Q2 		$316K Sell
10,901
-35
-0.3% -$1.14K 0.18% 141
2022
Q1 		$409K Sell
10,936
-5,208
-32% -$184K 0.12% 194
2021
Q4 		$607K Buy
16,144
+2,531
+19% +$89.3K 0.16% 155
2021
Q3 		$404K Sell
13,613
-2,730
-17% -$87.4K 0.09% 230
2021
Q2 		$524K Buy
16,343
+701
+4% +$23.1K 0.1% 189
2021
Q1 		$503K Buy
15,642
+1,008
+7% +$30.8K 0.1% 182
2020
Q4 		$443K Sell
14,634
-246
-2% -$7.07K 0.08% 198
2020
Q3 		$385K Buy
14,880
+2,241
+18% +$55.3K 0.08% 194
2020
Q2 		$294K Sell
12,639
-1,128
-8% -$25K 0.06% 230
2020
Q1 		$263K Sell
13,767
-5,286
-28% -$123K 0.07% 226
2019
Q4 		$460K Buy
19,053
+4,371
+30% +$103K 0.09% 187
2019
Q3 		$339K Buy
14,682
+672
+5% +$15.6K 0.08% 216
2019
Q2 		$361K Buy
14,010
+612
+5% +$15.8K 0.1% 172
2019
Q1 		$334K Buy
13,398
+3,732
+39% +$86.4K 0.1% 174
2018
Q4 		$200K Sell
9,666
-2,427
-20% -$55.8K 0.07% 207
2018
Q3 		$298K Buy
12,093
+2,427
+25% +$57.8K 0.09% 197
2018
Q2 		$234K Buy
+9,666
New +$199K 0.07% 240
2018
Q1 		– Sell
-27,015
Closed -$514K – 520
2017
Q4 		$514K Buy
+27,015
New +$478K 0.13% 151

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Calton & Associates's CSX Position: Q2 2026 in Review

Calton & Associates increased its CSX Corp (CSX) stake by 5.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 7,044 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #287.

Calton & Associates first reported a position in CSX in Q4 2017 and has held it in 26 quarters since. The position peaked at $607K in Q4 2021. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Calton & Associates held 7,044 shares of CSX Corp worth $335K as of Q2 2026.
  • Calton & Associates bought 364 CSX Corp shares in Q2 2026, an estimated $16.4K.
  • CSX Corp made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #287 holding.
  • Calton & Associates first reported a position in CSX Corp in Q4 2017 and has held it in 26 quarters since.
  • Calton & Associates's CSX Corp position peaked at $607K in Q4 2021.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.