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Obermeyer Wealth Partners’s CSX Corp CSX Stock Holding History

Obermeyer Wealth Partners’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 		$210K Buy
+4,425
New +$200K 0.01% 292
2022
Q2 		– Sell
-5,448
Closed -$204K – 213
2022
Q1 		$204K Hold
5,448
– – 0.01% 226
2021
Q4 		$205K Buy
+5,448
New +$192K 0.01% 222

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 $3.37T AUM 44.26% 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

Obermeyer Wealth Partners's CSX Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in CSX Corp (CSX) in Q2 2026: 4,425 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in CSX as recently as Q1 2022.

Obermeyer Wealth Partners first reported a position in CSX in Q4 2021 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Obermeyer Wealth Partners held 4,425 shares of CSX Corp worth $210K as of Q2 2026.
  • CSX Corp was a new Obermeyer Wealth Partners position in Q2 2026.
  • CSX Corp made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #292 holding.
  • Obermeyer Wealth Partners first reported a position in CSX Corp in Q4 2021 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.