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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
2026
Q2 		$665 Buy
+14
New +$632 ﹤0.01% 334
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

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's CSX Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in CSX Corp (CSX) in Q2 2026: 14 shares worth $665. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in CSX as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in CSX in Q3 2024 and has held it in 4 quarters since. The position peaked at $31.1K in Q3 2024. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Morton Brown Family Wealth held 14 shares of CSX Corp worth $665 as of Q2 2026.
  • CSX Corp was a new Morton Brown Family Wealth position in Q2 2026.
  • CSX Corp made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #334 holding.
  • Morton Brown Family Wealth first reported a position in CSX Corp in Q3 2024 and has held it in 4 quarters since.
  • Morton Brown Family Wealth's CSX Corp position peaked at $31.1K in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.