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Simon Quick Advisors’s CSX Corp CSX Stock Holding History

Simon Quick Advisors’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 		$531K Buy
11,174
+3,206
+40% +$145K 0.02% 265
2026
Q1 		$327K Sell
7,968
-192
-2% -$7.53K 0.02% 295
2025
Q4 		$296K Buy
8,160
+862
+12% +$30.8K 0.01% 315
2025
Q3 		$259K Buy
7,298
+36
+0.5% +$1.23K 0.01% 349
2025
Q2 		$237K Sell
7,262
-4,379
-38% -$132K 0.01% 328
2025
Q1 		$343K Buy
11,641
+91
+0.8% +$2.89K 0.02% 401
2024
Q4 		$373K Sell
11,550
-95
-0.8% -$3.26K 0.02% 312
2024
Q3 		$402K Buy
11,645
+578
+5% +$19.6K 0.03% 267
2024
Q2 		$370K Buy
11,067
+408
+4% +$13.9K 0.03% 257
2024
Q1 		$395K Buy
10,659
+1,276
+14% +$46.6K 0.03% 244
2023
Q4 		$325K Buy
9,383
+53
+0.6% +$1.69K 0.03% 227
2023
Q3 		$287K Buy
9,330
+596
+7% +$18.9K 0.03% 244
2023
Q2 		$298K Buy
8,734
+504
+6% +$15.9K 0.03% 205
2023
Q1 		$246K Buy
+8,230
New +$253K 0.03% 238
2020
Q4 		– Sell
-450
Closed -$12K – 456
2020
Q3 		$12K Buy
450
+342
+317% +$8.44K ﹤0.01% 324
2020
Q2 		$3K Sell
108
-54
-33% -$1.2K ﹤0.01% 386
2020
Q1 		$3K Buy
+162
New +$3.78K ﹤0.01% 383
2019
Q4 		– Sell
-165
Closed -$4K – 660
2019
Q3 		$4K Hold
165
– – ﹤0.01% 315
2019
Q2 		$4.25K Buy
+165
New +$4.25K ﹤0.01% 293
2018
Q1 		– Sell
-771
Closed -$15K – 336
2017
Q4 		$15K Hold
771
– – 0.01% 307
2017
Q3 		$14K Buy
+771
New +$13.2K 0.01% 391
2017
Q1 		– Sell
-19,800
Closed -$237K – 349
2016
Q4 		$237K Buy
+19,800
New +$222K 0.18% 84

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

Simon Quick Advisors's CSX Position: Q2 2026 in Review

Simon Quick Advisors increased its CSX Corp (CSX) stake by 40% in Q2 2026, buying an estimated $145K and bringing the position to 11,174 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #265.

Simon Quick Advisors first reported a position in CSX in Q4 2016 and has held it in 22 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Simon Quick Advisors held 11,174 shares of CSX Corp worth $531K as of Q2 2026.
  • Simon Quick Advisors bought 3,206 CSX Corp shares in Q2 2026, an estimated $145K.
  • CSX Corp made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #265 holding.
  • Simon Quick Advisors first reported a position in CSX Corp in Q4 2016 and has held it in 22 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.