Jackson Grant Investment Advisers’s CSX Corp CSX Stock Holding History

Jackson Grant Investment Advisers’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	$482K	Buy	10,140 +24	+0.2%	+$1.08K	0.15%	79
2026 Q1	$415K	Buy	10,116 +29	+0.3%	+$1.14K	0.14%	81
2025 Q4	$366K	Sell	10,087 -2,312	-19%	-$82.7K	0.12%	87
2025 Q3	$440K	Buy	12,399 +41	+0.3%	+$1.4K	0.15%	79
2025 Q2	$403K	Sell	12,358 -366	-3%	-$11K	0.15%	78
2025 Q1	$374K	Sell	12,724 -303	-2%	-$9.62K	0.15%	78
2024 Q4	$420K	Buy	13,027 +37	+0.3%	+$1.27K	0.16%	71
2024 Q3	$449K	Sell	12,990 -11,296	-47%	-$383K	0.17%	68
2024 Q2	$812K	Buy	24,286 +38	+0.2%	+$1.29K	0.33%	45
2024 Q1	$899K	Buy	24,248 +32	+0.1%	+$1.17K	0.37%	43
2023 Q4	$840K	Buy	24,216 +33	+0.1%	+$1.05K	0.37%	43
2023 Q3	$744K	Buy	24,183 +37	+0.2%	+$1.17K	0.36%	47
2023 Q2	$823K	Buy	24,146 +34	+0.1%	+$1.07K	0.38%	44
2023 Q1	$722K	Buy	24,112 +37	+0.2%	+$1.14K	0.34%	50
2022 Q4	$746K	Buy	24,075 +30	+0.1%	+$902	0.36%	49
2022 Q3	$641K	Buy	24,045 +31	+0.1%	+$964	0.34%	50
2022 Q2	$698K	Buy	24,014 +34	+0.1%	+$1.11K	0.35%	47
2022 Q1	$898K	Buy	23,980 +27	+0.1%	+$955	0.38%	42
2021 Q4	$901K	Buy	23,953 +26	+0.1%	+$917	0.46%	33
2021 Q3	$712K	Buy	23,927 +27	+0.1%	+$865	0.32%	48
2021 Q2	$767K	Sell	23,900 -3,025	-11%	-$99.8K	0.34%	47
2021 Q1	$865K	Buy	26,925 +861	+3%	+$26.3K	0.4%	39
2020 Q4	$788K	Buy	26,064 +39	+0.1%	+$1.12K	0.4%	39
2020 Q3	$674K	Buy	26,025 +42	+0.2%	+$1.04K	0.41%	40
2020 Q2	$604K	Buy	25,983 +396	+2%	+$8.76K	0.38%	42
2020 Q1	$489K	Buy	25,587 +54	+0.2%	+$1.26K	0.36%	43
2019 Q4	$616K	Buy	25,533 +42	+0.2%	+$993	0.33%	46
2019 Q3	$589K	Buy	25,491 +42	+0.2%	+$978	0.33%	46
2019 Q2	$656K	Buy	25,449 +39	+0.2%	+$1K	0.38%	40
2019 Q1	$634K	Buy	25,410 +39	+0.2%	+$903	0.38%	41
2018 Q4	$525K	Buy	25,371 +42	+0.2%	+$966	0.37%	42
2018 Q3	$625K	Buy	25,329 +36	+0.1%	+$858	0.39%	40
2018 Q2	$538K	Buy	25,293 +39	+0.2%	+$803	0.37%	39
2018 Q1	$469K	Buy	25,254 +48	+0.2%	+$897	0.33%	46
2017 Q4	$462K	Buy	25,206 +42	+0.2%	+$744	0.31%	48
2017 Q3	$455K	Sell	25,164 -1,194	-5%	-$20.5K	0.33%	46
2017 Q2	$479K	Buy	26,358 +51	+0.2%	+$874	0.37%	37
2017 Q1	$408K	Sell	26,307 -2,250	-8%	-$34.3K	0.33%	42
2016 Q4	$342K	Buy	28,557 +75	+0.3%	+$841	0.29%	45
2016 Q3	$290K	Sell	28,482 -5,358	-16%	-$50.7K	0.24%	51
2016 Q2	$294K	Buy	33,840 +141	+0.4%	+$1.23K	0.26%	44
2016 Q1	$289K	Sell	33,699 -1,383	-4%	-$11.2K	0.26%	43
2015 Q4	$303K	Buy	+35,082	New	+$319K	0.29%	46

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jackson Grant Investment Advisers's CSX Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its CSX Corp (CSX) stake by 0.24% in Q2 2026, buying an estimated $1.08K and bringing the position to 10,140 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #79.

Jackson Grant Investment Advisers first reported a position in CSX in Q4 2015 and has held it in 43 quarters since. The position peaked at $901K in Q4 2021. 900 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Jackson Grant Investment Advisers held 10,140 shares of CSX Corp worth $482K as of Q2 2026.
Jackson Grant Investment Advisers bought 24 CSX Corp shares in Q2 2026, an estimated $1.08K.
CSX Corp made up 0.15% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #79 holding.
Jackson Grant Investment Advisers first reported a position in CSX Corp in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's CSX Corp position peaked at $901K in Q4 2021.
900 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.