Ferguson Wellman Capital Management’s CSX Corp CSX Stock Holding History

Ferguson Wellman 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
2025 Q2	–	Sell	-10,775	Closed	-$317K	–	347
2025 Q1	$317K	Buy	10,775 +3,192	+42%	+$101K	0.01%	294
2024 Q4	$245K	Sell	7,583 -539	-7%	-$18.5K	﹤0.01%	317
2024 Q3	$280K	Sell	8,122 -23,252	-74%	-$789K	0.01%	317
2024 Q2	$1.05M	Sell	31,374 -26,108	-45%	-$887K	0.02%	179
2024 Q1	$2.13M	Hold	57,482	–	–	0.04%	134
2023 Q4	$1.99M	Hold	57,482	–	–	0.04%	137
2023 Q3	$1.77M	Buy	57,482 +2,664	+5%	+$84.4K	0.04%	139
2023 Q2	$1.87M	Buy	54,818 +225	+0.4%	+$7.12K	0.04%	143
2023 Q1	$1.63M	Hold	54,593	–	–	0.04%	150
2022 Q4	$1.69M	Sell	54,593 -525	-1%	-$15.8K	0.04%	153
2022 Q3	$1.47M	Buy	55,118 +117	+0.2%	+$3.64K	0.06%	133
2022 Q2	$1.6M	Buy	55,001 +798	+1%	+$26K	0.06%	138
2022 Q1	$2.03M	Buy	54,203 +63	+0.1%	+$2.23K	0.06%	135
2021 Q4	$2.04M	Sell	54,140 -535	-1%	-$18.9K	0.06%	136
2021 Q3	$1.63M	Hold	54,675	–	–	0.05%	151
2021 Q2	$1.75M	Sell	54,675 -240	-0.4%	-$7.92K	0.06%	140
2021 Q1	$1.76M	Hold	54,915	–	–	0.06%	139
2020 Q4	$1.66M	Hold	54,915	–	–	0.04%	194
2020 Q3	$1.42M	Sell	54,915 -1,044	-2%	-$25.8K	0.04%	184
2020 Q2	$1.3M	Hold	55,959	–	–	0.04%	182
2020 Q1	$1.07M	Buy	55,959 +240	+0.4%	+$5.6K	0.04%	185
2019 Q4	$1.34M	Hold	55,719	–	–	0.04%	199
2019 Q3	$1.29M	Hold	55,719	–	–	0.04%	197
2019 Q2	$1.44M	Hold	55,719	–	–	0.05%	181
2019 Q1	$1.39M	Hold	55,719	–	–	0.05%	187
2018 Q4	$1.15M	Hold	55,719	–	–	0.04%	197
2018 Q3	$1.38M	Hold	55,719	–	–	0.05%	178
2018 Q2	$1.19M	Hold	55,719	–	–	0.04%	186
2018 Q1	$1.03M	Hold	55,719	–	–	0.04%	191
2017 Q4	$1.02M	Hold	55,719	–	–	0.04%	192
2017 Q3	$1.01M	Sell	55,719 -1,725	-3%	-$29.6K	0.04%	186
2017 Q2	$1.04M	Buy	57,444 +1,725	+3%	+$29.6K	0.04%	182
2017 Q1	$865K	Hold	55,719	–	–	0.03%	191
2016 Q4	$667K	Buy	55,719 +1,719	+3%	+$19.3K	0.03%	206
2016 Q3	$549K	Sell	54,000 -3,000	-5%	-$28.4K	0.02%	204
2016 Q2	$496K	Buy	57,000 +3,000	+6%	+$26.1K	0.02%	219
2016 Q1	$463K	Sell	54,000 -7,500	-12%	-$60.8K	0.02%	223
2015 Q4	$532K	Hold	61,500	–	–	0.02%	232
2015 Q3	$551K	Hold	61,500	–	–	0.02%	224
2015 Q2	$669K	Buy	61,500 +7,500	+14%	+$86.9K	0.03%	224
2015 Q1	$596K	Hold	54,000	–	–	0.02%	231
2014 Q4	$652K	Buy	+54,000	New	+$632K	0.03%	229

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ferguson Wellman Capital Management's CSX Position: Q2 2025 in Review

Ferguson Wellman Capital Management sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 10,775 shares — an estimated $317K sold.

Ferguson Wellman Capital Management first reported a position in CSX in Q4 2014 and held it in 42 quarters. The position peaked at $2.13M in Q1 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Ferguson Wellman Capital Management reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
Ferguson Wellman Capital Management sold 10,775 CSX Corp shares in Q2 2025, an estimated $317K.
Ferguson Wellman Capital Management first reported a position in CSX Corp in Q4 2014 and held it in 42 quarters.
Ferguson Wellman Capital Management's CSX Corp position peaked at $2.13M in Q1 2024.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.