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Lebenthal Global Advisors’s CSX Corp CSX Stock Holding History

Lebenthal Global Advisors’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 		$2.4M Sell
50,419
-4,019
-7% -$181K 0.32% 62
2026
Q1 		$2.23M Sell
54,438
-219
-0.4% -$8.58K 0.32% 54
2025
Q4 		$1.98M Buy
54,657
+12,284
+29% +$440K 0.31% 53
2025
Q3 		$1.5M Buy
42,373
+26,527
+167% +$906K 0.26% 65
2025
Q2 		$517K Buy
+15,846
New +$477K 0.1% 131
2024
Q2 		– Sell
-9,259
Closed -$343K – 183
2024
Q1 		$343K Sell
9,259
-610
-6% -$22.3K 0.08% 147
2023
Q4 		$342K Buy
9,869
+889
+10% +$28.3K 0.08% 141
2023
Q3 		$276K Sell
8,980
-51
-0.6% -$1.62K 0.08% 107
2023
Q2 		$308K Buy
+9,031
New +$286K 0.09% 97
2021
Q1 		– Sell
-195
Closed -$5K – 218
2020
Q4 		$5K Buy
+195
New +$5.6K ﹤0.01% 485

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lebenthal Global Advisors's CSX Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its CSX Corp (CSX) stake by 7.4% in Q2 2026, selling an estimated $181K and leaving 50,419 shares worth $2.4M. The position accounts for 0.32% of the portfolio, ranked #62.

Lebenthal Global Advisors first reported a position in CSX in Q4 2020 and has held it in 10 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Lebenthal Global Advisors held 50,419 shares of CSX Corp worth $2.4M as of Q2 2026.
  • Lebenthal Global Advisors sold 4,019 CSX Corp shares in Q2 2026, an estimated $181K.
  • CSX Corp made up 0.32% of Lebenthal Global Advisors's portfolio in Q2 2026, its #62 holding.
  • Lebenthal Global Advisors first reported a position in CSX Corp in Q4 2020 and has held it in 10 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.