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Evelyn Partners Asset Management’s CSX Corp CSX Stock Holding History

Evelyn Partners Asset 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 		$71.1K Hold
1,732
– – 0.02% 152
2025
Q4 		$62.8K Hold
1,732
– – 0.01% 143
2025
Q3 		$61.5K Buy
1,732
+982
+131% +$33.5K 0.01% 143
2025
Q2 		$24.5K Hold
750
– – 0.01% 173
2025
Q1 		$22.1K Hold
750
– – 0.01% 179
2024
Q4 		$24.2K Buy
+750
New +$25.7K 0.01% 175

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

Evelyn Partners Asset Management's CSX Position: Q1 2026 in Review

Evelyn Partners Asset Management held its CSX Corp (CSX) position steady in Q1 2026 at 1,732 shares worth $71.1K. The position accounts for 0.02% of the portfolio, ranked #152.

Evelyn Partners Asset Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Evelyn Partners Asset Management held 1,732 shares of CSX Corp worth $71.1K as of Q1 2026.
  • Evelyn Partners Asset Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #152 holding.
  • Evelyn Partners Asset Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.