JGP 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
Q2 | $736K | Buy |
15,480
+12
| +0.1% | +$542 | 0.07% | 128 |
|
|
2026
Q1 | $635K | Sell |
15,468
-22
| -0.1% | -$862 | 0.07% | 130 |
|
|
2025
Q4 | $562K | Sell |
15,490
-4
| -0% | -$143 | 0.06% | 140 |
|
|
2025
Q3 | $551K | Sell |
15,494
-48
| -0.3% | -$1.64K | 0.06% | 132 |
|
|
2025
Q2 | $507K | Sell |
15,542
-18
| -0.1% | -$542 | 0.06% | 133 |
|
|
2025
Q1 | $458K | Sell |
15,560
-127
| -0.8% | -$4.03K | 0.06% | 130 |
|
|
2024
Q4 | $506K | Buy |
15,687
+47
| +0.3% | +$1.61K | 0.07% | 127 |
|
|
2024
Q3 | $540K | Buy |
15,640
+146
| +0.9% | +$4.96K | 0.07% | 123 |
|
|
2024
Q2 | $518K | Sell |
15,494
-27
| -0.2% | -$917 | 0.07% | 124 |
|
|
2024
Q1 | $575K | Sell |
15,521
-505
| -3% | -$18.4K | 0.08% | 114 |
|
|
2023
Q4 | $556K | Buy |
16,026
+475
| +3% | +$15.1K | 0.08% | 109 |
|
|
2023
Q3 | $478K | Sell |
15,551
-4
| -0% | -$127 | 0.08% | 114 |
|
|
2023
Q2 | $530K | Hold |
15,555
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $466K | Buy |
15,555
+36
| +0.2% | +$1.11K | 0.08% | 110 |
|
|
2022
Q4 | $481K | Sell |
15,519
-374
| -2% | -$11.2K | 0.09% | 108 |
|
|
2022
Q3 | $425K | Buy |
15,893
+330
| +2% | +$10.3K | 0.09% | 105 |
|
|
2022
Q2 | $450K | Buy |
15,563
+133
| +0.9% | +$4.33K | 0.09% | 105 |
|
|
2022
Q1 | $530K | Buy |
15,430
+131
| +0.9% | +$4.63K | 0.1% | 104 |
|
|
2021
Q4 | $573K | Buy |
15,299
+17
| +0.1% | +$599 | 0.11% | 94 |
|
|
2021
Q3 | $454K | Hold |
15,282
| – | – | 0.1% | 101 |
|
|
2021
Q2 | $490K | Sell |
15,282
-270
| -2% | -$8.9K | 0.11% | 103 |
|
|
2021
Q1 | $500K | Hold |
15,552
| – | – | 0.11% | 94 |
|
|
2020
Q4 | $458K | Hold |
15,552
| – | – | 0.11% | 94 |
|
|
2020
Q3 | $408K | Hold |
15,552
| – | – | 0.11% | 89 |
|
|
2020
Q2 | $358K | Buy |
15,552
+270
| +2% | +$5.97K | 0.11% | 92 |
|
|
2020
Q1 | $324K | Hold |
15,282
| – | – | 0.11% | 98 |
|
|
2019
Q4 | $369K | Hold |
15,282
| – | – | 0.11% | 99 |
|
|
2019
Q3 | $338K | Hold |
15,282
| – | – | 0.12% | 99 |
|
|
2019
Q2 | $394K | Hold |
15,282
| – | – | 0.14% | 96 |
|
|
2019
Q1 | $381K | Hold |
15,282
| – | – | 0.14% | 94 |
|
|
2018
Q4 | $316K | Hold |
15,282
| – | – | 0.13% | 95 |
|
|
2018
Q3 | $377K | Hold |
15,282
| – | – | 0.15% | 95 |
|
|
2018
Q2 | $325K | Buy |
+15,282
| New | +$315K | 0.14% | 97 |
|
Other funds holding CSX
JGP Wealth Management's CSX Position: Q2 2026 in Review
JGP Wealth Management increased its CSX Corp (CSX) stake by 0.08% in Q2 2026, buying an estimated $542 and bringing the position to 15,480 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #128.
JGP Wealth Management first reported a position in CSX in Q2 2018 and has held it in 33 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- JGP Wealth Management held 15,480 shares of CSX Corp worth $736K as of Q2 2026.
- JGP Wealth Management bought 12 CSX Corp shares in Q2 2026, an estimated $542.
- CSX Corp made up 0.07% of JGP Wealth Management's portfolio in Q2 2026, its #128 holding.
- JGP Wealth Management first reported a position in CSX Corp in Q2 2018 and has held it in 33 quarters since.
- 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.