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Patten & Patten’s CSX Corp CSX Stock Holding History

Patten & Patten’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 		$230K Buy
+4,837
New +$218K 0.01% 334
2025
Q1 		– Sell
-6,937
Closed -$224K – 320
2024
Q4 		$224K Hold
6,937
– – 0.01% 296
2024
Q3 		$240K Sell
6,937
-24
-0.3% -$814 0.02% 284
2024
Q2 		$233K Hold
6,961
– – 0.02% 284
2024
Q1 		$258K Sell
6,961
-99
-1% -$3.61K 0.02% 274
2023
Q4 		$245K Hold
7,060
– – 0.02% 250
2023
Q3 		$217K Hold
7,060
– – 0.02% 264
2023
Q2 		$241K Buy
+7,060
New +$223K 0.02% 254
2022
Q2 		– Sell
-14,219
Closed -$533K – 278
2022
Q1 		$533K Hold
14,219
– – 0.04% 201
2021
Q4 		$535K Hold
14,219
– – 0.04% 203
2021
Q3 		$423K Buy
14,219
+1,373
+11% +$44K 0.03% 216
2021
Q2 		$412K Hold
12,846
– – 0.03% 218
2021
Q1 		$413K Hold
12,846
– – 0.03% 212
2020
Q4 		$389K Hold
12,846
– – 0.03% 203
2020
Q3 		$333K Sell
12,846
-213
-2% -$5.25K 0.03% 201
2020
Q2 		$304K Buy
13,059
+213
+2% +$4.71K 0.03% 203
2020
Q1 		$245K Hold
12,846
– – 0.03% 203
2019
Q4 		$310K Buy
12,846
+246
+2% +$5.82K 0.03% 213
2019
Q3 		$291K Hold
12,600
– – 0.03% 208
2019
Q2 		$325K Hold
12,600
– – 0.04% 198
2019
Q1 		$314K Hold
12,600
– – 0.03% 194
2018
Q4 		$261K Sell
12,600
-10,365
-45% -$238K 0.03% 205
2018
Q3 		$567K Sell
22,965
-2,100
-8% -$50K 0.06% 165
2018
Q2 		$533K Hold
25,065
– – 0.05% 168
2018
Q1 		$465K Hold
25,065
– – 0.05% 182
2017
Q4 		$460K Hold
25,065
– – 0.05% 186
2017
Q3 		$453K Hold
25,065
– – 0.05% 188
2017
Q2 		$456K Buy
25,065
+1,200
+5% +$20.6K 0.05% 187
2017
Q1 		$370K Buy
+23,865
New +$364K 0.04% 193

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

Patten & Patten's CSX Position: Q2 2026 in Review

Patten & Patten opened a new position in CSX Corp (CSX) in Q2 2026: 4,837 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Patten & Patten previously reported a position in CSX as recently as Q4 2024.

Patten & Patten first reported a position in CSX in Q1 2017 and has held it in 29 quarters since. The position peaked at $567K in Q3 2018. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Patten & Patten held 4,837 shares of CSX Corp worth $230K as of Q2 2026.
  • CSX Corp was a new Patten & Patten position in Q2 2026.
  • CSX Corp made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #334 holding.
  • Patten & Patten first reported a position in CSX Corp in Q1 2017 and has held it in 29 quarters since.
  • Patten & Patten's CSX Corp position peaked at $567K in Q3 2018.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.