Laird Norton Wetherby Wealth Management’s CSX Corp CSX Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$2.42M	Buy	68,052 +3,449	+5%	+$118K	0.1%	198
2025 Q2	$2.11M	Buy	+64,603	New	+$1.94M	0.09%	212
2024 Q4	$2.04M	Sell	63,250 -1,281	-2%	-$43.9K	0.1%	200
2024 Q3	$2.23M	Sell	64,531 -2,533	-4%	-$86K	0.1%	204
2024 Q2	$2.24M	Sell	67,064 -2,180	-3%	-$74K	0.11%	193
2024 Q1	$2.57M	Sell	69,244 -525	-0.8%	-$19.2K	0.12%	165
2023 Q4	$2.42M	Sell	69,769 -146	-0.2%	-$4.65K	0.13%	167
2023 Q3	$2.15M	Buy	69,915 +90	+0.1%	+$2.85K	0.12%	167
2023 Q2	$2.38M	Buy	69,825 +925	+1%	+$29.3K	0.13%	151
2023 Q1	$2.06M	Sell	68,900 -1,019	-1%	-$31.3K	0.12%	177
2022 Q4	$2.17M	Sell	69,919 -1	-0%	-$30	0.14%	158
2022 Q3	$1.86M	Buy	69,920 +10,234	+17%	+$318K	0.13%	161
2022 Q2	$1.74M	Sell	59,686 -1,603	-3%	-$52.3K	0.12%	175
2022 Q1	$2.29M	Buy	61,289 +785	+1%	+$27.8K	0.13%	142
2021 Q4	$2.27M	Buy	60,504 +625	+1%	+$22K	0.13%	150
2021 Q3	$1.78M	Sell	59,879 -1,084	-2%	-$34.7K	0.11%	169
2021 Q2	$1.96M	Sell	60,963 -468	-0.8%	-$15.4K	0.12%	164
2021 Q1	$1.97M	Sell	61,431 -456	-0.7%	-$13.9K	0.15%	133
2020 Q4	$1.87M	Sell	61,887 -3,174	-5%	-$91.2K	0.13%	155
2020 Q3	$1.68M	Sell	65,061 -801	-1%	-$19.8K	0.15%	132
2020 Q2	$1.53M	Sell	65,862 -3,768	-5%	-$83.4K	0.15%	135
2020 Q1	$1.33M	Sell	69,630 -2,520	-3%	-$58.8K	0.15%	136
2019 Q4	$1.74M	Sell	72,150 -1,476	-2%	-$34.9K	0.17%	136
2019 Q3	$1.7M	Sell	73,626 -3,534	-5%	-$82.3K	0.18%	132
2019 Q2	$1.99M	Buy	77,160 +6	+0%	+$155	0.22%	103
2019 Q1	$1.92M	Sell	77,154 -2,133	-3%	-$49.4K	0.24%	95
2018 Q4	$1.64M	Buy	79,287 +474	+0.6%	+$10.9K	0.23%	99
2018 Q3	$1.95M	Buy	78,813 +1,269	+2%	+$30.2K	0.24%	87
2018 Q2	$1.65M	Buy	77,544 +5,781	+8%	+$119K	0.22%	96
2018 Q1	$1.33M	Buy	71,763 +1,395	+2%	+$26.1K	0.18%	118
2017 Q4	$1.29M	Buy	70,368 +3,219	+5%	+$57K	0.18%	126
2017 Q3	$1.22M	Buy	67,149 +1,185	+2%	+$20.3K	0.18%	125
2017 Q2	$1.2M	Buy	65,964 +3,831	+6%	+$65.6K	0.2%	112
2017 Q1	$964K	Buy	62,133 +483	+0.8%	+$7.36K	0.17%	135
2016 Q4	$738K	Buy	61,650 +117	+0.2%	+$1.31K	0.14%	170
2016 Q3	$625K	Buy	61,533 +5,394	+10%	+$51K	0.13%	197
2016 Q2	$488K	Buy	56,139 +3,903	+7%	+$34K	0.11%	227
2016 Q1	$448K	Sell	52,236 -5,322	-9%	-$43.2K	0.11%	235
2015 Q4	$498K	Buy	57,558 +2,298	+4%	+$20.9K	0.12%	202
2015 Q3	$495K	Sell	55,260 -384	-0.7%	-$3.77K	0.13%	193
2015 Q2	$606K	Sell	55,644 -1,554	-3%	-$18K	0.15%	173
2015 Q1	$631K	Buy	57,198 +2,409	+4%	+$27.7K	0.15%	153
2014 Q4	$662K	Buy	54,789 +1,299	+2%	+$15.2K	0.17%	132
2014 Q3	$572K	Buy	53,490 +1,053	+2%	+$10.9K	0.16%	158
2014 Q2	$538K	Buy	52,437 +2,934	+6%	+$28.6K	0.15%	166
2014 Q1	$478K	Sell	49,503 -222	-0.4%	-$2.06K	0.14%	185
2013 Q4	$477K	Buy	49,725 +186	+0.4%	+$1.67K	0.14%	189
2013 Q3	$425K	Buy	49,539 +4,737	+11%	+$39.8K	0.13%	186
2013 Q2	$346K	Buy	+44,802	New	+$367K	0.12%	199

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CSX Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its CSX Corp (CSX) stake by 5.3% in Q3 2025, buying an estimated $118K and bringing the position to 68,052 shares worth $2.42M. The position accounts for 0.1% of the portfolio, ranked #198.

Laird Norton Wetherby Wealth Management first reported a position in CSX in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.57M in Q1 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Laird Norton Wetherby Wealth Management held 68,052 shares of CSX Corp worth $2.42M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 3,449 CSX Corp shares in Q3 2025, an estimated $118K.
CSX Corp made up 0.1% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #198 holding.
Laird Norton Wetherby Wealth Management first reported a position in CSX Corp in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's CSX Corp position peaked at $2.57M in Q1 2024.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.