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Evercore Wealth Management’s CSX Corp CSX Stock Holding History

Evercore Wealth 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
Q2 		$584K Sell
12,292
-1,930
-14% -$87.1K 0.01% 275
2026
Q1 		$584K Sell
14,222
-276
-2% -$10.8K 0.01% 261
2025
Q4 		$526K Sell
14,498
-42
-0.3% -$1.5K 0.01% 283
2025
Q3 		$516K Hold
14,540
– – 0.01% 287
2025
Q2 		$474K Sell
14,540
-693
-5% -$20.9K 0.01% 288
2025
Q1 		$448K Hold
15,233
– – 0.01% 284
2024
Q4 		$492K Hold
15,233
– – 0.01% 277
2024
Q3 		$526K Sell
15,233
-27
-0.2% -$916 0.01% 273
2024
Q2 		$510K Sell
15,260
-272
-2% -$9.24K 0.01% 272
2024
Q1 		$576K Sell
15,532
-130
-0.8% -$4.74K 0.01% 262
2023
Q4 		$543K Buy
15,662
+1,191
+8% +$37.9K 0.01% 272
2023
Q3 		$445K Sell
14,471
-448
-3% -$14.2K 0.01% 285
2023
Q2 		$509K Sell
14,919
-863
-5% -$27.3K 0.01% 277
2023
Q1 		$473K Buy
15,782
+863
+6% +$26.5K 0.01% 280
2022
Q4 		$462K Buy
14,919
+876
+6% +$26.3K 0.01% 275
2022
Q3 		$374K Hold
14,043
– – 0.01% 283
2022
Q2 		$408K Sell
14,043
-156
-1% -$5.08K 0.01% 280
2022
Q1 		$532K Hold
14,199
– – 0.01% 276
2021
Q4 		$534K Hold
14,199
– – 0.01% 273
2021
Q3 		$423K Hold
14,199
– – 0.01% 309
2021
Q2 		$455K Sell
14,199
-36
-0.3% -$1.19K 0.01% 301
2021
Q1 		$458K Sell
14,235
-17,682
-55% -$540K 0.01% 304
2020
Q4 		$966K Sell
31,917
-2,883
-8% -$82.8K 0.02% 222
2020
Q3 		$901K Buy
34,800
+156
+0.5% +$3.85K 0.02% 206
2020
Q2 		$805K Hold
34,644
– – 0.02% 214
2020
Q1 		$662K Sell
34,644
-4,062
-10% -$94.8K 0.02% 210
2019
Q4 		$933K Sell
38,706
-45
-0.1% -$1.06K 0.03% 211
2019
Q3 		$894K Sell
38,751
-3,363
-8% -$78.3K 0.03% 218
2019
Q2 		$1.09M Buy
42,114
+5,400
+15% +$139K 0.03% 196
2019
Q1 		$915K Buy
36,714
+45
+0.1% +$1.04K 0.03% 207
2018
Q4 		$759K Sell
36,669
-1,326
-3% -$30.5K 0.03% 208
2018
Q3 		$938K Buy
37,995
+921
+2% +$21.9K 0.03% 207
2018
Q2 		$788K Buy
37,074
+11,733
+46% +$242K 0.03% 225
2018
Q1 		$471K Sell
25,341
-18,120
-42% -$339K 0.02% 250
2017
Q4 		$797K Sell
43,461
-180
-0.4% -$3.19K 0.03% 208
2017
Q3 		$790K Hold
43,641
– – 0.03% 200
2017
Q2 		$794K Buy
43,641
+23,412
+116% +$401K 0.03% 201
2017
Q1 		$314K Sell
20,229
-2,430
-11% -$37K 0.01% 315
2016
Q4 		$271K Buy
22,659
+660
+3% +$7.4K 0.01% 322
2016
Q3 		$224K Hold
21,999
– – 0.01% 352
2016
Q2 		$191K Sell
21,999
-3,102
-12% -$27K 0.01% 371
2016
Q1 		$216K Sell
25,101
-19,800
-44% -$161K 0.01% 342
2015
Q4 		$388K Buy
44,901
+1,506
+3% +$13.7K 0.02% 281
2015
Q3 		$389K Buy
43,395
+1,779
+4% +$17.5K 0.02% 287
2015
Q2 		$455K Buy
41,616
+2,388
+6% +$27.7K 0.02% 286
2015
Q1 		$434K Sell
39,228
-1,044
-3% -$12K 0.02% 297
2014
Q4 		$485K Sell
40,272
-1,131
-3% -$13.2K 0.02% 243
2014
Q3 		$441K Buy
41,403
+993
+2% +$10.2K 0.02% 281
2014
Q2 		$415K Buy
40,410
+3,783
+10% +$36.8K 0.02% 297
2014
Q1 		$357K Buy
36,627
+7,389
+25% +$68.5K 0.02% 300
2013
Q4 		$280K Sell
29,238
-3,735
-11% -$33.5K 0.02% 334
2013
Q3 		$283K Buy
32,973
+2,130
+7% +$17.9K 0.02% 361
2013
Q2 		$238K Buy
+30,843
New +$253K 0.01% 377

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

Evercore Wealth Management's CSX Position: Q2 2026 in Review

Evercore Wealth Management reduced its CSX Corp (CSX) stake by 14% in Q2 2026, selling an estimated $87.1K and leaving 12,292 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #275.

Evercore Wealth Management first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.09M in Q2 2019. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Evercore Wealth Management held 12,292 shares of CSX Corp worth $584K as of Q2 2026.
  • Evercore Wealth Management sold 1,930 CSX Corp shares in Q2 2026, an estimated $87.1K.
  • CSX Corp made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Evercore Wealth Management first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's CSX Corp position peaked at $1.09M in Q2 2019.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.