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Morton Brown Family Wealth’s CSX Corp CSX Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-71
Closed -$2.32K – 281
2025
Q2 		$2.32K Hold
71
– – ﹤0.01% 271
2025
Q1 		$2.09K Buy
+71
New +$2.25K ﹤0.01% 280
2024
Q4 		– Sell
-900
Closed -$31.1K – 286
2024
Q3 		$31.1K Buy
+900
New +$30.5K 0.01% 118

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morton Brown Family Wealth's CSX Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 71 shares — an estimated $2.32K sold.

Morton Brown Family Wealth first reported a position in CSX in Q3 2024 and held it in 3 quarters. The position peaked at $31.1K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 71 CSX Corp shares in Q3 2025, an estimated $2.32K.
  • Morton Brown Family Wealth first reported a position in CSX Corp in Q3 2024 and held it in 3 quarters.
  • Morton Brown Family Wealth's CSX Corp position peaked at $31.1K in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.