JWM
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JGP Wealth Management’s CSX Corp CSX Stock Holding History

JGP 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 		$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

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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. 676 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.
  • 676 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.