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

Evelyn Partners Investment 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 		$700K Hold
17,046
– – 0.02% 141
2025
Q4 		$618K Hold
17,046
– – 0.02% 152
2025
Q3 		$605K Hold
17,046
– – 0.02% 153
2025
Q2 		$556K Sell
17,046
-614
-3% -$18.5K 0.02% 155
2025
Q1 		$520K Hold
17,660
– – 0.02% 150
2024
Q4 		$570K Buy
+17,660
New +$606K 0.02% 144

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 Investment Management's CSX Position: Q1 2026 in Review

Evelyn Partners Investment Management held its CSX Corp (CSX) position steady in Q1 2026 at 17,046 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #141.

Evelyn Partners Investment Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,865 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Evelyn Partners Investment Management held 17,046 shares of CSX Corp worth $700K as of Q1 2026.
  • Evelyn Partners Investment Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #141 holding.
  • Evelyn Partners Investment Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,865 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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