Perigon Wealth Management’s CSX Corp CSX Stock Holding History

Perigon Wealth 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	$1.14M	Buy	27,766 +975	+4%	+$38.2K	0.02%	496
2025 Q4	$971K	Buy	26,791 +1,239	+5%	+$44.3K	0.02%	562
2025 Q3	$907K	Buy	25,552 +892	+4%	+$30.5K	0.02%	541
2025 Q2	$805K	Buy	24,660 +7	+0%	+$211	0.02%	535
2025 Q1	$726K	Sell	24,653 -10,515	-30%	-$334K	0.02%	526
2024 Q4	$1.16M	Sell	35,168 -618	-2%	-$21.2K	0.03%	412
2024 Q3	$1.24M	Sell	35,786 -392	-1%	-$13.3K	0.03%	383
2024 Q2	$1.21M	Buy	36,178 +387	+1%	+$13.1K	0.04%	329
2024 Q1	$1.33M	Buy	35,791 +2,712	+8%	+$99K	0.04%	310
2023 Q4	$1.15M	Buy	33,079 +225	+0.7%	+$7.17K	0.04%	313
2023 Q3	$1.01M	Buy	32,854 +704	+2%	+$22.3K	0.04%	306
2023 Q2	$1.1M	Buy	32,150 +7,261	+29%	+$230K	0.04%	300
2023 Q1	$745K	Sell	24,889 -489	-2%	-$15K	0.04%	323
2022 Q4	$786K	Buy	25,378 +10,251	+68%	+$308K	0.05%	314
2022 Q3	$403K	Buy	15,127 +4,551	+43%	+$141K	0.03%	367
2022 Q2	$307K	Buy	10,576 +52	+0.5%	+$1.7K	0.03%	425
2022 Q1	$394K	Buy	10,524 +222	+2%	+$7.85K	0.03%	408
2021 Q4	$387K	Sell	10,302 -68	-0.7%	-$2.4K	0.03%	397
2021 Q3	$308K	Sell	10,370 -294	-3%	-$9.41K	0.03%	411
2021 Q2	$342K	Buy	10,664 +374	+4%	+$12.3K	0.03%	374
2021 Q1	$331K	Buy	10,290 +495	+5%	+$15.1K	0.03%	373
2020 Q4	$296K	Buy	9,795 +408	+4%	+$11.7K	0.03%	333
2020 Q3	$243K	Sell	9,387 -693	-7%	-$17.1K	0.03%	331
2020 Q2	$234K	Buy	10,080 +294	+3%	+$6.5K	0.04%	308
2020 Q1	$209K	Buy	+9,786	New	+$228K	0.04%	289
2019 Q3	–	Sell	-8,007	Closed	-$207K	–	246
2019 Q2	$207K	Hold	8,007	–	–	0.05%	230
2019 Q1	$210K	Sell	8,007 -15,000	-65%	-$347K	0.05%	210
2018 Q4	$508K	Buy	+23,007	New	+$529K	0.13%	120
2018 Q2	–	Sell	-7,707	Closed	-$143K	–	310
2018 Q1	$143K	Hold	7,707	–	–	0.05%	194
2017 Q4	$141K	Hold	7,707	–	–	0.05%	172
2017 Q3	$139K	Hold	7,707	–	–	0.05%	225
2017 Q2	$140K	Hold	7,707	–	–	0.03%	268
2017 Q1	$120K	Hold	7,707	–	–	0.03%	285
2016 Q4	$127K	Sell	7,707 -1,800	-19%	-$20.2K	0.03%	269
2016 Q3	$97K	Buy	9,507 +1,800	+23%	+$17K	0.02%	245
2016 Q2	$67K	Buy	7,707 +507	+7%	+$4.42K	0.02%	258
2016 Q1	$62K	Buy	+7,200	New	+$58.4K	0.02%	188

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Perigon Wealth Management's CSX Position: Q1 2026 in Review

Perigon Wealth Management increased its CSX Corp (CSX) stake by 3.6% in Q1 2026, buying an estimated $38.2K and bringing the position to 27,766 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #496.

Perigon Wealth Management first reported a position in CSX in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.33M in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Perigon Wealth Management held 27,766 shares of CSX Corp worth $1.14M as of Q1 2026.
Perigon Wealth Management bought 975 CSX Corp shares in Q1 2026, an estimated $38.2K.
CSX Corp made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #496 holding.
Perigon Wealth Management first reported a position in CSX Corp in Q1 2016 and has held it in 37 quarters since.
Perigon Wealth Management's CSX Corp position peaked at $1.33M in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.