EWA
CSX icon

EP Wealth Advisors’s CSX Corp CSX Stock Holding History

EP Wealth Advisors’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 		$6.86M Buy
144,398
+20,602
+17% +$930K 0.03% 328
2026
Q1 		$5.08M Sell
123,796
-12,958
-9% -$508K 0.03% 307
2025
Q4 		$4.96M Buy
+136,754
New +$4.89M 0.03% 280
2025
Q2 		$5.01M Sell
153,502
-2,465
-2% -$74.2K 0.03% 263
2025
Q1 		$4.59M Buy
155,967
+24,664
+19% +$783K 0.04% 231
2024
Q4 		$4.24M Buy
131,303
+7,267
+6% +$249K 0.03% 238
2024
Q3 		$4.28M Buy
124,036
+77,663
+167% +$2.64M 0.04% 236
2024
Q2 		$1.55M Sell
46,373
-210
-0.5% -$7.13K 0.02% 320
2024
Q1 		$1.73M Sell
46,583
-5,074
-10% -$185K 0.02% 292
2023
Q4 		$1.79M Buy
51,657
+123
+0.2% +$3.92K 0.02% 278
2023
Q3 		$1.58M Buy
51,534
+41,524
+415% +$1.32M 0.02% 264
2023
Q2 		$1.78M Sell
10,010
-1,035,416
-99% -$32.8M 0.03% 257
2023
Q1 		$54.6M Buy
1,045,426
+1,005,215
+2,500% +$30.9M 0.94% 21
2022
Q4 		$1.25M Sell
40,211
-2,185
-5% -$65.7K 0.02% 256
2022
Q3 		$1.13M Sell
42,396
-105
-0.2% -$3.26K 0.03% 227
2022
Q2 		$1.24M Buy
42,501
+10,443
+33% +$340K 0.03% 238
2022
Q1 		$1.2M Sell
32,058
-3,136
-9% -$111K 0.03% 251
2021
Q4 		$1.32M Buy
35,194
+2,244
+7% +$79.1K 0.03% 226
2021
Q3 		$980K Sell
32,950
-20,907
-39% -$669K 0.03% 243
2021
Q2 		$1.73M Sell
53,857
-7,394
-12% -$244K 0.05% 192
2021
Q1 		$1.97M Buy
61,251
+52,953
+638% +$1.62M 0.06% 167
2020
Q4 		$251K Buy
+8,298
New +$238K 0.01% 374
2020
Q1 		– Sell
-8,859
Closed -$214K – 379
2019
Q4 		$214K Sell
8,859
-2,394
-21% -$56.6K 0.01% 383
2019
Q3 		$260K Buy
11,253
+864
+8% +$20.1K 0.01% 299
2019
Q2 		$268K Buy
+10,389
New +$268K 0.02% 257

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's CSX Position: Q2 2026 in Review

EP Wealth Advisors increased its CSX Corp (CSX) stake by 17% in Q2 2026, buying an estimated $930K and bringing the position to 144,398 shares worth $6.86M. The position accounts for 0.03% of the portfolio, ranked #328.

EP Wealth Advisors first reported a position in CSX in Q2 2019 and has held it in 25 quarters since. The position peaked at $54.6M in Q1 2023. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • EP Wealth Advisors held 144,398 shares of CSX Corp worth $6.86M as of Q2 2026.
  • EP Wealth Advisors bought 20,602 CSX Corp shares in Q2 2026, an estimated $930K.
  • CSX Corp made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • EP Wealth Advisors first reported a position in CSX Corp in Q2 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's CSX Corp position peaked at $54.6M in Q1 2023.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.