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Novare Capital Management’s CSX Corp CSX Stock Holding History

Novare Capital Management’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 		$12.1M Sell
295,688
-3,162
-1% -$124K 0.96% 37
2025
Q4 		$10.8M Buy
298,850
+1,179
+0.4% +$42.2K 0.81% 45
2025
Q3 		$10.6M Sell
297,671
-2,171
-0.7% -$74.1K 0.8% 43
2025
Q2 		$9.78M Buy
299,842
+13,765
+5% +$414K 0.8% 47
2025
Q1 		$8.42M Buy
286,077
+18,089
+7% +$575K 0.74% 52
2024
Q4 		$8.65M Buy
+267,988
New +$9.19M 0.73% 51

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

Novare Capital Management's CSX Position: Q1 2026 in Review

Novare Capital Management reduced its CSX Corp (CSX) stake by 1.1% in Q1 2026, selling an estimated $124K and leaving 295,688 shares worth $12.1M. The position accounts for 0.96% of the portfolio, ranked #37.

Novare Capital Management first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Novare Capital Management held 295,688 shares of CSX Corp worth $12.1M as of Q1 2026.
  • Novare Capital Management sold 3,162 CSX Corp shares in Q1 2026, an estimated $124K.
  • CSX Corp made up 0.96% of Novare Capital Management's portfolio in Q1 2026, its #37 holding.
  • Novare Capital Management first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.