Sageworth Trust’s CSX Corp CSX Stock Holding History

Sageworth Trust’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	–	Sell	-11,997	Closed	-$492K	–	142
2026 Q1	$492K	Buy	+11,997	New	+$470K	0.02%	114
2025 Q4	–	Sell	-22,060	Closed	-$783K	–	172
2025 Q3	$783K	Buy	+22,060	New	+$753K	0.04%	125
2023 Q2	–	Sell	-900	Closed	-$26.9K	–	171
2023 Q1	$26.9K	Hold	900	–	–	﹤0.01%	182
2022 Q4	$28K	Hold	900	–	–	﹤0.01%	153
2022 Q3	$24K	Hold	900	–	–	﹤0.01%	147
2022 Q2	$26K	Hold	900	–	–	﹤0.01%	181
2022 Q1	$34K	Hold	900	–	–	﹤0.01%	113
2021 Q4	$34K	Hold	900	–	–	﹤0.01%	135
2021 Q3	$27K	Sell	900 -5,400	-86%	-$173K	﹤0.01%	296
2021 Q2	$202K	Sell	6,300 -4,302	-41%	-$142K	0.02%	115
2021 Q1	$341K	Hold	10,602	–	–	0.03%	72
2020 Q4	$321K	Hold	10,602	–	–	0.03%	48
2020 Q3	$274K	Buy	10,602 +876	+9%	+$21.6K	0.03%	45
2020 Q2	$226K	Buy	9,726 +24	+0.2%	+$531	0.03%	41
2020 Q1	$185K	Hold	9,702	–	–	0.02%	48
2019 Q4	$234K	Buy	9,702 +5,400	+126%	+$128K	0.03%	51
2019 Q3	$99K	Hold	4,302	–	–	0.01%	79
2019 Q2	$111K	Hold	4,302	–	–	0.01%	74
2019 Q1	$107K	Buy	+4,302	New	+$99.6K	0.01%	46

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sageworth Trust's CSX Position: Q2 2026 in Review

Sageworth Trust sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 11,997 shares — an estimated $492K sold.

Sageworth Trust first reported a position in CSX in Q1 2019 and held it in 19 quarters. The position peaked at $783K in Q3 2025. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Sageworth Trust reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
Sageworth Trust sold 11,997 CSX Corp shares in Q2 2026, an estimated $492K.
Sageworth Trust first reported a position in CSX Corp in Q1 2019 and held it in 19 quarters.
Sageworth Trust's CSX Corp position peaked at $783K in Q3 2025.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.