Evermay Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $360K | Sell |
8,768
-62
| -0.7% | -$2.43K | 0.04% | 143 |
|
|
2025
Q4 | $320K | Sell |
8,830
-82
| -0.9% | -$2.93K | 0.04% | 159 |
|
|
2025
Q3 | $316K | Sell |
8,912
-17
| -0.2% | -$581 | 0.04% | 162 |
|
|
2025
Q2 | $291K | Hold |
8,929
| – | – | 0.04% | 169 |
|
|
2025
Q1 | $263K | Hold |
8,929
| – | – | 0.03% | 169 |
|
|
2024
Q4 | $288K | Sell |
8,929
-26
| -0.3% | -$892 | 0.04% | 166 |
|
|
2024
Q3 | $309K | Sell |
8,955
-147
| -2% | -$4.99K | 0.05% | 158 |
|
|
2024
Q2 | $304K | Hold |
9,102
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $337K | Sell |
9,102
-117
| -1% | -$4.27K | 0.05% | 164 |
|
|
2023
Q4 | $320K | Buy |
9,219
+64
| +0.7% | +$2.04K | 0.06% | 141 |
|
|
2023
Q3 | $282K | Sell |
9,155
-155
| -2% | -$4.91K | 0.06% | 134 |
|
|
2023
Q2 | $317K | Sell |
9,310
-224
| -2% | -$7.09K | 0.06% | 131 |
|
|
2023
Q1 | $285K | Sell |
9,534
-429
| -4% | -$13.2K | 0.06% | 141 |
|
|
2022
Q4 | $309K | Hold |
9,963
| – | – | 0.06% | 135 |
|
|
2022
Q3 | $265K | Sell |
9,963
-172
| -2% | -$5.35K | 0.05% | 143 |
|
|
2022
Q2 | $295K | Buy |
10,135
+29
| +0.3% | +$945 | 0.06% | 134 |
|
|
2022
Q1 | $378K | Hold |
10,106
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $380K | Hold |
10,106
| – | – | 0.07% | 120 |
|
|
2021
Q3 | $301K | Sell |
10,106
-1,566
| -13% | -$50.1K | 0.06% | 133 |
|
|
2021
Q2 | $374K | Buy |
11,672
+5
| +0% | +$165 | 0.07% | 120 |
|
|
2021
Q1 | $375K | Buy |
11,667
+3
| +0% | +$92 | 0.08% | 119 |
|
|
2020
Q4 | $353K | Buy |
11,664
+273
| +2% | +$7.84K | 0.08% | 121 |
|
|
2020
Q3 | $295K | Sell |
11,391
-222
| -2% | -$5.48K | 0.07% | 121 |
|
|
2020
Q2 | $270K | Sell |
11,613
-897
| -7% | -$19.8K | 0.07% | 121 |
|
|
2020
Q1 | $239K | Sell |
12,510
-615
| -5% | -$14.4K | 0.07% | 120 |
|
|
2019
Q4 | $317K | Buy |
13,125
+3
| +0% | +$71 | 0.08% | 119 |
|
|
2019
Q3 | $303K | Sell |
13,122
-3,240
| -20% | -$75.4K | 0.08% | 116 |
|
|
2019
Q2 | $422K | Buy |
16,362
+3
| +0% | +$77 | 0.12% | 87 |
|
|
2019
Q1 | $408K | Buy |
16,359
+363
| +2% | +$8.4K | 0.12% | 87 |
|
|
2018
Q4 | $331K | Buy |
15,996
+6
| +0% | +$138 | 0.11% | 92 |
|
|
2018
Q3 | $395K | Sell |
15,990
-597
| -4% | -$14.2K | 0.12% | 90 |
|
|
2018
Q2 | $353K | Buy |
16,587
+3
| +0% | +$62 | 0.12% | 96 |
|
|
2018
Q1 | $308K | Buy |
+16,584
| New | +$310K | 0.11% | 100 |
|
Other funds holding CSX
VCM
VPM
Evermay Wealth Management's CSX Position: Q1 2026 in Review
Evermay Wealth Management reduced its CSX Corp (CSX) stake by 0.7% in Q1 2026, selling an estimated $2.43K and leaving 8,768 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #143.
Evermay Wealth Management first reported a position in CSX in Q1 2018 and has held it in 33 quarters since. The position peaked at $422K in Q2 2019. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Evermay Wealth Management held 8,768 shares of CSX Corp worth $360K as of Q1 2026.
- Evermay Wealth Management sold 62 CSX Corp shares in Q1 2026, an estimated $2.43K.
- CSX Corp made up 0.04% of Evermay Wealth Management's portfolio in Q1 2026, its #143 holding.
- Evermay Wealth Management first reported a position in CSX Corp in Q1 2018 and has held it in 33 quarters since.
- Evermay Wealth Management's CSX Corp position peaked at $422K in Q2 2019.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.