Klingman & Associates’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 | $961K | Buy |
20,217
+115
| +0.6% | +$5.19K | 0.04% | 142 |
|
|
2026
Q1 | $825K | Buy |
20,102
+339
| +2% | +$13.3K | 0.04% | 144 |
|
|
2025
Q4 | $716K | Buy |
19,763
+216
| +1% | +$7.73K | 0.03% | 155 |
|
|
2025
Q3 | $694K | Buy |
19,547
+130
| +0.7% | +$4.44K | 0.04% | 154 |
|
|
2025
Q2 | $634K | Buy |
19,417
+12,554
| +183% | +$378K | 0.03% | 146 |
|
|
2025
Q1 | $202K | Sell |
6,863
-514
| -7% | -$16.3K | 0.01% | 259 |
|
|
2024
Q4 | $238K | Buy |
7,377
+153
| +2% | +$5.25K | 0.01% | 233 |
|
|
2024
Q3 | $249K | Sell |
7,224
-372
| -5% | -$12.6K | 0.02% | 240 |
|
|
2024
Q2 | $254K | Buy |
7,596
+205
| +3% | +$6.96K | 0.02% | 211 |
|
|
2024
Q1 | $274K | Buy |
7,391
+62
| +0.8% | +$2.26K | 0.02% | 199 |
|
|
2023
Q4 | $254K | Sell |
7,329
-81
| -1% | -$2.58K | 0.02% | 206 |
|
|
2023
Q3 | $228K | Buy |
7,410
+24
| +0.3% | +$760 | 0.02% | 206 |
|
|
2023
Q2 | $252K | Sell |
7,386
-1,500
| -17% | -$47.4K | 0.02% | 186 |
|
|
2023
Q1 | $266K | Sell |
8,886
-24
| -0.3% | -$738 | 0.02% | 167 |
|
|
2022
Q4 | $276K | Buy |
8,910
+296
| +3% | +$8.9K | 0.02% | 165 |
|
|
2022
Q3 | $229K | Sell |
8,614
-36
| -0.4% | -$1.12K | 0.02% | 169 |
|
|
2022
Q2 | $251K | Sell |
8,650
-17
| -0.2% | -$554 | 0.02% | 161 |
|
|
2022
Q1 | $325K | Sell |
8,667
-895
| -9% | -$31.7K | 0.03% | 153 |
|
|
2021
Q4 | $360K | Buy |
9,562
+969
| +11% | +$34.2K | 0.03% | 133 |
|
|
2021
Q3 | $256K | Sell |
8,593
-1,256
| -13% | -$40.2K | 0.02% | 146 |
|
|
2021
Q2 | $316K | Buy |
9,849
+258
| +3% | +$8.51K | 0.03% | 128 |
|
|
2021
Q1 | $308K | Sell |
9,591
-3
| -0% | -$92 | 0.03% | 133 |
|
|
2020
Q4 | $290K | Sell |
9,594
-114
| -1% | -$3.27K | 0.03% | 126 |
|
|
2020
Q3 | $251K | Buy |
+9,708
| New | +$239K | 0.03% | 127 |
|
|
2020
Q2 | – | Sell |
-11,595
| Closed | -$221K | – | 128 |
|
|
2020
Q1 | $221K | Buy |
11,595
+750
| +7% | +$17.5K | 0.05% | 111 |
|
|
2019
Q4 | $262K | Hold |
10,845
| – | – | 0.04% | 114 |
|
|
2019
Q3 | $250K | Hold |
10,845
| – | – | 0.04% | 107 |
|
|
2019
Q2 | $280K | Hold |
10,845
| – | – | 0.05% | 99 |
|
|
2019
Q1 | $270K | Buy |
10,845
+570
| +6% | +$13.2K | 0.05% | 104 |
|
|
2018
Q4 | $213K | Sell |
10,275
-435
| -4% | -$10K | 0.05% | 100 |
|
|
2018
Q3 | $264K | Hold |
10,710
| – | – | 0.05% | 93 |
|
|
2018
Q2 | $228K | Sell |
10,710
-105
| -1% | -$2.16K | 0.05% | 97 |
|
|
2018
Q1 | $201K | Buy |
+10,815
| New | +$202K | 0.05% | 104 |
|
|
2017
Q3 | – | Sell |
-18,792
| Closed | -$342K | – | 96 |
|
|
2017
Q2 | $342K | Buy |
+18,792
| New | +$322K | 0.09% | 70 |
|
|
2016
Q1 | – | Sell |
-18,000
| Closed | -$156K | – | 387 |
|
|
2015
Q4 | $156K | Hold |
18,000
| – | – | 0.06% | 128 |
|
|
2015
Q3 | $161K | Buy |
+18,000
| New | +$177K | 0.06% | 125 |
|
Other funds holding CSX
Klingman & Associates's CSX Position: Q2 2026 in Review
Klingman & Associates increased its CSX Corp (CSX) stake by 0.57% in Q2 2026, buying an estimated $5.19K and bringing the position to 20,217 shares worth $961K. The position accounts for 0.04% of the portfolio, ranked #142.
Klingman & Associates first reported a position in CSX in Q3 2015 and has held it in 36 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Klingman & Associates held 20,217 shares of CSX Corp worth $961K as of Q2 2026.
- Klingman & Associates bought 115 CSX Corp shares in Q2 2026, an estimated $5.19K.
- CSX Corp made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #142 holding.
- Klingman & Associates first reported a position in CSX Corp in Q3 2015 and has held it in 36 quarters since.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.