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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lebenthal Global Advisors's CSX Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its CSX Corp (CSX) stake by 0.4% in Q1 2026, selling an estimated $8.58K and leaving 54,438 shares worth $2.23M. The position accounts for 0.32% of the portfolio, ranked #54.

Lebenthal Global Advisors first reported a position in CSX in Q4 2020 and has held it in 9 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Lebenthal Global Advisors held 54,438 shares of CSX Corp worth $2.23M as of Q1 2026.
  • Lebenthal Global Advisors sold 219 CSX Corp shares in Q1 2026, an estimated $8.58K.
  • CSX Corp made up 0.32% of Lebenthal Global Advisors's portfolio in Q1 2026, its #54 holding.
  • Lebenthal Global Advisors first reported a position in CSX Corp in Q4 2020 and has held it in 9 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.