Loring Wolcott & Coolidge Fiduciary Advisors’s CSX Corp CSX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$120K	Sell	2,850 -170	-6%	-$6.66K	﹤0.01%	362
2025 Q4	$114K	Sell	3,020 -1,315	-30%	-$47.1K	﹤0.01%	366
2025 Q3	$154K	Sell	4,335 -954	-18%	-$32.6K	﹤0.01%	342
2025 Q2	$173K	Hold	5,289	–	–	﹤0.01%	295
2025 Q1	$146K	Sell	5,289 -855	-14%	-$27.2K	﹤0.01%	301
2024 Q4	$207K	Sell	6,144 -30	-0.5%	-$1.03K	﹤0.01%	279
2024 Q3	$204K	Buy	6,174 +40	+0.7%	+$1.36K	﹤0.01%	279
2024 Q2	$217K	Hold	6,134	–	–	﹤0.01%	265
2024 Q1	$212K	Hold	6,134	–	–	﹤0.01%	269
2023 Q4	$219K	Sell	6,134 -235	-4%	-$7.49K	﹤0.01%	271
2023 Q3	$194K	Sell	6,369 -345	-5%	-$10.9K	﹤0.01%	291
2023 Q2	$229K	Buy	6,714 +1,315	+24%	+$41.6K	﹤0.01%	284
2023 Q1	$162K	Hold	5,399	–	–	﹤0.01%	294
2022 Q4	$167K	Hold	5,399	–	–	﹤0.01%	292
2022 Q3	$144K	Hold	5,399	–	–	﹤0.01%	312
2022 Q2	$157K	Buy	5,399 +824	+18%	+$26.9K	﹤0.01%	317
2022 Q1	$171K	Sell	4,575 -1,198	-21%	-$42.4K	﹤0.01%	318
2021 Q4	$217K	Hold	5,773	–	–	﹤0.01%	304
2021 Q3	$172K	Buy	5,773 +4,026	+230%	+$129K	﹤0.01%	332
2021 Q2	$56K	Buy	+1,747	New	+$57.6K	﹤0.01%	462
2021 Q1	–	Sell	-4,830	Closed	-$146K	–	395
2020 Q4	$146K	Buy	4,830 +3,975	+465%	+$114K	﹤0.01%	307
2020 Q3	$22K	Hold	855	–	–	﹤0.01%	458
2020 Q2	$20K	Hold	855	–	–	﹤0.01%	444
2020 Q1	$16K	Hold	855	–	–	﹤0.01%	491
2019 Q4	$21K	Hold	855	–	–	﹤0.01%	533
2019 Q3	$20K	Hold	855	–	–	﹤0.01%	519
2019 Q2	$22K	Hold	855	–	–	﹤0.01%	500
2019 Q1	$21K	Hold	855	–	–	﹤0.01%	521
2018 Q4	$18K	Sell	855 -45	-5%	-$1.03K	﹤0.01%	531
2018 Q3	$22K	Hold	900	–	–	﹤0.01%	487
2018 Q2	$19K	Hold	900	–	–	﹤0.01%	505
2018 Q1	$17K	Hold	900	–	–	﹤0.01%	549
2017 Q4	$17K	Sell	900 -2,310	-72%	-$40.9K	﹤0.01%	533
2017 Q3	$58K	Hold	3,210	–	–	﹤0.01%	413
2017 Q2	$53K	Hold	3,210	–	–	﹤0.01%	414
2017 Q1	$50K	Sell	3,210 -2,265	-41%	-$34.5K	﹤0.01%	410
2016 Q4	$66K	Hold	5,475	–	–	﹤0.01%	374
2016 Q3	$56K	Hold	5,475	–	–	﹤0.01%	385
2016 Q2	$48K	Hold	5,475	–	–	﹤0.01%	399
2016 Q1	$47K	Hold	5,475	–	–	﹤0.01%	401
2015 Q4	$47K	Hold	5,475	–	–	﹤0.01%	422
2015 Q3	$60K	Hold	5,475	–	–	﹤0.01%	401
2015 Q2	$60K	Sell	5,475 -435	-7%	-$5.04K	﹤0.01%	401
2015 Q1	$65K	Hold	5,910	–	–	﹤0.01%	406
2014 Q4	$71K	Sell	5,910 -1,290	-18%	-$15.1K	﹤0.01%	389
2014 Q3	$77K	Hold	7,200	–	–	﹤0.01%	368
2014 Q2	$74K	Hold	7,200	–	–	﹤0.01%	389
2014 Q1	$70K	Buy	7,200 +3,600	+100%	+$33.4K	﹤0.01%	382
2013 Q4	$35K	Hold	3,600	–	–	﹤0.01%	423
2013 Q3	$31K	Hold	3,600	–	–	﹤0.01%	404
2013 Q2	$28K	Buy	+3,600	New	+$29.5K	﹤0.01%	446

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CSX Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its CSX Corp (CSX) stake by 5.6% in Q1 2026, selling an estimated $6.66K and leaving 2,850 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $229K in Q2 2023. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,850 shares of CSX Corp worth $120K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 170 CSX Corp shares in Q1 2026, an estimated $6.66K.
CSX Corp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #362 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSX Corp in Q2 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's CSX Corp position peaked at $229K in Q2 2023.
1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.