Kovitz Investment Group Partners’s CSX Corp CSX Stock Holding History

Kovitz Investment Group Partners’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 Q1	$803K	Sell	19,550 -2	-0%	-$78	0.02%	347
2025 Q4	$709K	Sell	19,552 -141,747	-88%	-$5.07M	0.02%	353
2025 Q3	$5.73M	Buy	161,299 +46,373	+40%	+$1.58M	0.02%	438
2025 Q2	$3.75M	Buy	114,926 +5,987	+5%	+$180K	0.02%	497
2025 Q1	$3.21M	Sell	108,939 -6,832	-6%	-$217K	0.02%	488
2024 Q4	$3.74M	Buy	115,771 +1,729	+2%	+$59.3K	0.02%	460
2024 Q3	$3.04M	Buy	114,042 +29,238	+34%	+$992K	0.02%	423
2024 Q2	$2.84M	Buy	84,804 +19,833	+31%	+$674K	0.02%	370
2024 Q1	$2.41M	Buy	+64,971	New	+$2.37M	0.03%	280
2021 Q4	–	Sell	-26,610	Closed	-$791K	–	413
2021 Q3	$791K	Buy	+26,610	New	+$852K	0.02%	322
2020 Q1	–	Sell	-11,433	Closed	-$276K	–	367
2019 Q4	$276K	Buy	+11,433	New	+$270K	0.01%	349

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kovitz Investment Group Partners's CSX Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its CSX Corp (CSX) stake by 0.01% in Q1 2026, selling an estimated $78 and leaving 19,550 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #347.

Kovitz Investment Group Partners first reported a position in CSX in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.73M in Q3 2025. 1,868 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Kovitz Investment Group Partners held 19,550 shares of CSX Corp worth $803K as of Q1 2026.
Kovitz Investment Group Partners sold 2 CSX Corp shares in Q1 2026, an estimated $78.
CSX Corp made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #347 holding.
Kovitz Investment Group Partners first reported a position in CSX Corp in Q4 2019 and has held it in 11 quarters since.
Kovitz Investment Group Partners's CSX Corp position peaked at $5.73M in Q3 2025.
1,868 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.