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Jessup Wealth Management’s CSX Corp CSX Stock Holding History

Jessup 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 		$6.8M Buy
143,021
+4,279
+3% +$193K 2.03% 18
2026
Q1 		$5.7M Buy
138,742
+136,340
+5,676% +$5.34M 2.08% 17
2025
Q4 		$87.1K Buy
+2,402
New +$86K 0.03% 116

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

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

Jessup Wealth Management increased its CSX Corp (CSX) stake by 3.1% in Q2 2026, buying an estimated $193K and bringing the position to 143,021 shares worth $6.8M. The position accounts for 2.03% of the portfolio, ranked #18.

Jessup Wealth Management first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 1,993 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Jessup Wealth Management held 143,021 shares of CSX Corp worth $6.8M as of Q2 2026.
  • Jessup Wealth Management bought 4,279 CSX Corp shares in Q2 2026, an estimated $193K.
  • CSX Corp made up 2.03% of Jessup Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Jessup Wealth Management first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,993 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.