Stephens Inc’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.05M | Sell |
123,074
-6,899
| -5% | -$270K | 0.06% | 285 |
|
|
2025
Q4 | $4.71M | Buy |
129,973
+5,668
| +5% | +$203K | 0.06% | 297 |
|
|
2025
Q3 | $4.41M | Sell |
124,305
-2,172
| -2% | -$74.2K | 0.06% | 318 |
|
|
2025
Q2 | $4.13M | Buy |
126,477
+9,654
| +8% | +$291K | 0.06% | 314 |
|
|
2025
Q1 | $3.44M | Buy |
116,823
+2,333
| +2% | +$74.1K | 0.05% | 336 |
|
|
2024
Q4 | $3.69M | Buy |
114,490
+1,769
| +2% | +$60.7K | 0.05% | 319 |
|
|
2024
Q3 | $3.89M | Buy |
112,721
+22,193
| +25% | +$753K | 0.06% | 305 |
|
|
2024
Q2 | $3.03M | Buy |
90,528
+1,485
| +2% | +$50.4K | 0.05% | 341 |
|
|
2024
Q1 | $3.3M | Buy |
89,043
+2,652
| +3% | +$96.8K | 0.05% | 318 |
|
|
2023
Q4 | $3M | Buy |
86,391
+156
| +0.2% | +$4.97K | 0.05% | 315 |
|
|
2023
Q3 | $2.65M | Sell |
86,235
-7,697
| -8% | -$244K | 0.05% | 316 |
|
|
2023
Q2 | $3.2M | Buy |
93,932
+2,787
| +3% | +$88.2K | 0.06% | 304 |
|
|
2023
Q1 | $2.73M | Buy |
91,145
+1,382
| +2% | +$42.5K | 0.05% | 322 |
|
|
2022
Q4 | $2.78M | Sell |
89,763
-1,898
| -2% | -$57.1K | 0.06% | 309 |
|
|
2022
Q3 | $2.44M | Sell |
91,661
-1,633
| -2% | -$50.8K | 0.05% | 327 |
|
|
2022
Q2 | $2.71M | Sell |
93,294
-30,628
| -25% | -$998K | 0.05% | 322 |
|
|
2022
Q1 | $4.64M | Sell |
123,922
-21,040
| -15% | -$744K | 0.08% | 275 |
|
|
2021
Q4 | $5.45M | Buy |
144,962
+39,890
| +38% | +$1.41M | 0.08% | 255 |
|
|
2021
Q3 | $3.13M | Buy |
105,072
+4,567
| +5% | +$146K | 0.05% | 363 |
|
|
2021
Q2 | $3.22M | Buy |
100,505
+2,321
| +2% | +$76.5K | 0.05% | 379 |
|
|
2021
Q1 | $3.16M | Buy |
98,184
+699
| +0.7% | +$21.3K | 0.05% | 349 |
|
|
2020
Q4 | $2.95M | Sell |
97,485
-1,887
| -2% | -$54.2K | 0.05% | 342 |
|
|
2020
Q3 | $2.57M | Sell |
99,372
-10,497
| -10% | -$259K | 0.05% | 336 |
|
|
2020
Q2 | $2.55M | Sell |
109,869
-22,713
| -17% | -$502K | 0.05% | 336 |
|
|
2020
Q1 | $2.53M | Sell |
132,582
-14,919
| -10% | -$348K | 0.07% | 295 |
|
|
2019
Q4 | $3.56M | Sell |
147,501
-2,136
| -1% | -$50.5K | 0.07% | 287 |
|
|
2019
Q3 | $3.46M | Sell |
149,637
-9,171
| -6% | -$213K | 0.08% | 278 |
|
|
2019
Q2 | $4.1M | Sell |
158,808
-2,904
| -2% | -$74.8K | 0.09% | 248 |
|
|
2019
Q1 | $4.03M | Sell |
161,712
-84,081
| -34% | -$1.95M | 0.1% | 249 |
|
|
2018
Q4 | $5.09M | Sell |
245,793
-2,703
| -1% | -$62.2K | 0.14% | 161 |
|
|
2018
Q3 | $6.13M | Sell |
248,496
-27,321
| -10% | -$651K | 0.15% | 158 |
|
|
2018
Q2 | $5.86M | Sell |
275,817
-8,604
| -3% | -$177K | 0.18% | 143 |
|
|
2018
Q1 | $5.28M | Buy |
284,421
+80,676
| +40% | +$1.51M | 0.2% | 130 |
|
|
2017
Q4 | $3.74M | Buy |
203,745
+4,371
| +2% | +$77.4K | 0.14% | 175 |
|
|
2017
Q3 | $3.61M | Sell |
199,374
-47,124
| -19% | -$809K | 0.13% | 166 |
|
|
2017
Q2 | $4.48M | Buy |
246,498
+7,986
| +3% | +$137K | 0.15% | 148 |
|
|
2017
Q1 | $3.7M | Sell |
238,512
-46,281
| -16% | -$705K | 0.13% | 174 |
|
|
2016
Q4 | $3.41M | Sell |
284,793
-267
| -0.1% | -$2.99K | 0.14% | 163 |
|
|
2016
Q3 | $2.9M | Sell |
285,060
-1,707
| -0.6% | -$16.1K | 0.13% | 180 |
|
|
2016
Q2 | $2.49M | Buy |
286,767
+59,439
| +26% | +$518K | 0.11% | 197 |
|
|
2016
Q1 | $1.95M | Buy |
227,328
+198,378
| +685% | +$1.61M | 0.1% | 227 |
|
|
2015
Q4 | $250K | Buy |
+28,950
| New | +$263K | 0.01% | 589 |
|
|
2015
Q3 | – | Sell |
-29,103
| Closed | -$317K | – | 759 |
|
|
2015
Q2 | $317K | Sell |
29,103
-1,884
| -6% | -$21.8K | 0.01% | 589 |
|
|
2015
Q1 | $342K | Buy |
30,987
+345
| +1% | +$3.97K | 0.02% | 584 |
|
|
2014
Q4 | $370K | Sell |
30,642
-1,332
| -4% | -$15.6K | 0.02% | 564 |
|
|
2014
Q3 | $342K | Sell |
31,974
-1,698
| -5% | -$17.5K | 0.02% | 582 |
|
|
2014
Q2 | $346K | Sell |
33,672
-753
| -2% | -$7.33K | 0.02% | 596 |
|
|
2014
Q1 | $332K | Buy |
34,425
+7,680
| +29% | +$71.2K | 0.02% | 579 |
|
|
2013
Q4 | $256K | Sell |
26,745
-14,880
| -36% | -$133K | 0.01% | 703 |
|
|
2013
Q3 | $357K | Buy |
41,625
+5,325
| +15% | +$44.7K | 0.02% | 551 |
|
|
2013
Q2 | $281K | Buy |
+36,300
| New | +$298K | 0.02% | 549 |
|
Other funds holding CSX
VCM
VPM
Stephens Inc's CSX Position: Q1 2026 in Review
Stephens Inc reduced its CSX Corp (CSX) stake by 5.3% in Q1 2026, selling an estimated $270K and leaving 123,074 shares worth $5.05M. The position accounts for 0.06% of the portfolio, ranked #285.
Stephens Inc first reported a position in CSX in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.13M in Q3 2018. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.
- Stephens Inc held 123,074 shares of CSX Corp worth $5.05M as of Q1 2026.
- Stephens Inc sold 6,899 CSX Corp shares in Q1 2026, an estimated $270K.
- CSX Corp made up 0.06% of Stephens Inc's portfolio in Q1 2026, its #285 holding.
- Stephens Inc first reported a position in CSX Corp in Q2 2013 and has held it in 51 quarters since.
- Stephens Inc's CSX Corp position peaked at $6.13M in Q3 2018.
- 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.