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Evergreen Capital Management’s CSX Corp CSX Stock Holding History

Evergreen Capital 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 		$5.88M Sell
143,136
-12,532
-8% -$491K 0.13% 169
2025
Q4 		$5.64M Sell
155,668
-20,610
-12% -$738K 0.13% 170
2025
Q3 		$6.26M Buy
176,278
+167,491
+1,906% +$5.72M 0.15% 154
2025
Q2 		$287K Sell
8,787
-4,318
-33% -$130K 0.01% 833
2025
Q1 		$386K Buy
13,105
+866
+7% +$27.5K 0.01% 609
2024
Q4 		$395K Sell
12,239
-296
-2% -$10.2K 0.01% 600
2024
Q3 		$433K Buy
12,535
+205
+2% +$6.96K 0.01% 563
2024
Q2 		$412K Buy
12,330
+127
+1% +$4.31K 0.01% 526
2024
Q1 		$452K Buy
12,203
+597
+5% +$21.8K 0.02% 473
2023
Q4 		$402K Buy
11,606
+2,291
+25% +$73K 0.02% 479
2023
Q3 		$286K Sell
9,315
-549
-6% -$17.4K 0.01% 574
2023
Q2 		$336K Buy
9,864
+1,426
+17% +$45.1K 0.01% 516
2023
Q1 		$253K Buy
+8,438
New +$259K 0.01% 570
2022
Q2 		– Sell
-5,584
Closed -$209K – 596
2022
Q1 		$209K Buy
+5,584
New +$198K 0.01% 602
2020
Q1 		– Sell
-8,313
Closed -$201K – 410
2019
Q4 		$201K Buy
+8,313
New +$197K 0.02% 441
2019
Q3 		– Sell
-8,406
Closed -$217K – 433
2019
Q2 		$217K Hold
8,406
– – 0.02% 374
2019
Q1 		$210K Buy
+8,406
New +$195K 0.02% 354
2018
Q4 		– Sell
-8,940
Closed -$221K – 385
2018
Q3 		$221K Buy
+8,940
New +$213K 0.02% 341

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

Evergreen Capital Management's CSX Position: Q1 2026 in Review

Evergreen Capital Management reduced its CSX Corp (CSX) stake by 8.1% in Q1 2026, selling an estimated $491K and leaving 143,136 shares worth $5.88M. The position accounts for 0.13% of the portfolio, ranked #169.

Evergreen Capital Management first reported a position in CSX in Q3 2018 and has held it in 18 quarters since. The position peaked at $6.26M in Q3 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Evergreen Capital Management held 143,136 shares of CSX Corp worth $5.88M as of Q1 2026.
  • Evergreen Capital Management sold 12,532 CSX Corp shares in Q1 2026, an estimated $491K.
  • CSX Corp made up 0.13% of Evergreen Capital Management's portfolio in Q1 2026, its #169 holding.
  • Evergreen Capital Management first reported a position in CSX Corp in Q3 2018 and has held it in 18 quarters since.
  • Evergreen Capital Management's CSX Corp position peaked at $6.26M in Q3 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.