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Waldron Private Wealth’s CSX Corp CSX Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-11,010
Closed -$355K – 328
2024
Q4 		$355K Sell
11,010
-1,312
-11% -$45K 0.01% 304
2024
Q3 		$425K Sell
12,322
-156
-1% -$5.29K 0.02% 276
2024
Q2 		$417K Buy
12,478
+3,174
+34% +$108K 0.02% 255
2024
Q1 		$345K Buy
9,304
+415
+5% +$15.1K 0.02% 289
2023
Q4 		$308K Sell
8,889
-64
-0.7% -$2.04K 0.01% 304
2023
Q3 		$275K Sell
8,953
-202
-2% -$6.4K 0.01% 304
2023
Q2 		$312K Buy
9,155
+233
+3% +$7.37K 0.02% 285
2023
Q1 		$267K Buy
+8,922
New +$274K 0.01% 342
2022
Q3 		– Sell
-7,539
Closed -$219K – 378
2022
Q2 		$219K Sell
7,539
-287
-4% -$9.36K 0.01% 352
2022
Q1 		$293K Buy
7,826
+791
+11% +$28K 0.02% 319
2021
Q4 		$264K Hold
7,035
– – 0.01% 327
2021
Q3 		$209K Buy
+7,035
New +$225K 0.01% 339
2017
Q2 		– Sell
-13,608
Closed -$210K – 155
2017
Q1 		$210K Buy
+13,608
New +$207K 0.05% 203

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Waldron Private Wealth's CSX Position: Q1 2025 in Review

Waldron Private Wealth sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 11,010 shares — an estimated $355K sold.

Waldron Private Wealth first reported a position in CSX in Q1 2017 and held it in 13 quarters. The position peaked at $425K in Q3 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Waldron Private Wealth reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 11,010 CSX Corp shares in Q1 2025, an estimated $355K.
  • Waldron Private Wealth first reported a position in CSX Corp in Q1 2017 and held it in 13 quarters.
  • Waldron Private Wealth's CSX Corp position peaked at $425K in Q3 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.