Clifford Swan Investment Counsel’s CSX Corp CSX Stock Holding History

Clifford Swan Investment Counsel’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	$1.77M	Hold	37,169	–	–	0.06%	160
2026 Q1	$1.53M	Buy	37,169 +2,314	+7%	+$90.7K	0.05%	157
2025 Q4	$1.26M	Sell	34,855 -3,000	-8%	-$107K	0.04%	173
2025 Q3	$1.34M	Hold	37,855	–	–	0.04%	168
2025 Q2	$1.24M	Sell	37,855 -252	-0.7%	-$7.58K	0.04%	168
2025 Q1	$1.12M	Hold	38,107	–	–	0.04%	170
2024 Q4	$1.23M	Hold	38,107	–	–	0.04%	169
2024 Q3	$1.32M	Sell	38,107 -2,700	-7%	-$91.6K	0.05%	166
2024 Q2	$1.36M	Hold	40,807	–	–	0.05%	156
2024 Q1	$1.51M	Sell	40,807 -30	-0.1%	-$1.09K	0.06%	155
2023 Q4	$1.42M	Hold	40,837	–	–	0.06%	158
2023 Q3	$1.26M	Buy	40,837 +30	+0.1%	+$950	0.05%	158
2023 Q2	$1.39M	Hold	40,807	–	–	0.06%	156
2023 Q1	$1.22M	Buy	40,807 +2,068	+5%	+$63.6K	0.05%	160
2022 Q4	$1.2M	Sell	38,739 -201	-0.5%	-$6.04K	0.05%	159
2022 Q3	$1.04M	Hold	38,940	–	–	0.05%	164
2022 Q2	$1.13M	Buy	38,940 +201	+0.5%	+$6.55K	0.05%	162
2022 Q1	$1.45M	Hold	38,739	–	–	0.05%	159
2021 Q4	$1.46M	Hold	38,739	–	–	0.05%	160
2021 Q3	$1.38M	Hold	38,739	–	–	0.05%	165
2021 Q2	$1.24M	Hold	38,739	–	–	0.05%	166
2021 Q1	$1.25M	Hold	38,739	–	–	0.05%	162
2020 Q4	$1.17M	Hold	38,739	–	–	0.05%	163
2020 Q3	$1M	Buy	38,739 +252	+0.7%	+$6.22K	0.05%	164
2020 Q2	$895K	Hold	38,487	–	–	0.05%	170
2020 Q1	$735K	Hold	38,487	–	–	0.04%	173
2019 Q4	$928K	Hold	38,487	–	–	0.04%	173
2019 Q3	$889K	Hold	38,487	–	–	0.05%	167
2019 Q2	$993K	Hold	38,487	–	–	0.05%	161
2019 Q1	$960K	Hold	38,487	–	–	0.05%	162
2018 Q4	$797K	Hold	38,487	–	–	0.05%	164
2018 Q3	$950K	Hold	38,487	–	–	0.05%	160
2018 Q2	$818K	Hold	38,487	–	–	0.05%	165
2018 Q1	$715K	Hold	38,487	–	–	0.04%	177
2017 Q4	$706K	Buy	38,487 +15,000	+64%	+$266K	0.04%	186
2017 Q3	$425K	Hold	23,487	–	–	0.03%	226
2017 Q2	$427K	Buy	23,487 +315	+1%	+$5.4K	0.03%	227
2017 Q1	$360K	Hold	23,172	–	–	0.02%	230
2016 Q4	$278K	Hold	23,172	–	–	0.02%	239
2016 Q3	$236K	Hold	23,172	–	–	0.02%	255
2016 Q2	$201K	Sell	23,172 -309	-1%	-$2.69K	0.01%	250
2016 Q1	$202K	Sell	23,481 -4,797	-17%	-$38.9K	0.01%	257
2015 Q4	$245K	Hold	28,278	–	–	0.02%	242
2015 Q3	$254K	Sell	28,278 -30,828	-52%	-$302K	0.02%	232
2015 Q2	$643K	Sell	59,106 -24,702	-29%	-$286K	0.04%	172
2015 Q1	$925K	Sell	83,808 -10,788	-11%	-$124K	0.06%	143
2014 Q4	$1.14M	Sell	94,596 -3,291	-3%	-$38.5K	0.08%	131
2014 Q3	$1.05M	Sell	97,887 -144	-0.1%	-$1.49K	0.07%	136
2014 Q2	$1.01M	Buy	98,031 +22,779	+30%	+$222K	0.07%	139
2014 Q1	$727K	Buy	+75,252	New	+$698K	0.05%	153

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

Clifford Swan Investment Counsel's CSX Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its CSX Corp (CSX) position steady in Q2 2026 at 37,169 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #160.

Clifford Swan Investment Counsel first reported a position in CSX in Q1 2014 and has held it in 50 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Clifford Swan Investment Counsel held 37,169 shares of CSX Corp worth $1.77M as of Q2 2026.
Clifford Swan Investment Counsel left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.06% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #160 holding.
Clifford Swan Investment Counsel first reported a position in CSX Corp in Q1 2014 and has held it in 50 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.