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Waverly Advisors’s CSX Corp CSX Stock Holding History

Waverly 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
Q1 		$3.82M Buy
93,144
+796
+0.9% +$31.2K 0.03% 473
2025
Q4 		$3.35M Buy
92,348
+10,776
+13% +$386K 0.03% 467
2025
Q3 		$2.9M Buy
81,572
+89
+0.1% +$3.04K 0.03% 428
2025
Q2 		$2.66M Sell
81,483
-875
-1% -$26.3K 0.03% 432
2025
Q1 		$2.42M Sell
82,358
-8,787
-10% -$279K 0.03% 434
2024
Q4 		$2.94M Buy
91,145
+44,298
+95% +$1.52M 0.05% 309
2024
Q3 		$1.62M Sell
46,847
-1,288
-3% -$43.7K 0.03% 369
2024
Q2 		$1.61M Buy
48,135
+21,663
+82% +$736K 0.03% 353
2024
Q1 		$981K Buy
26,472
+11,123
+72% +$406K 0.02% 372
2023
Q4 		$532K Buy
15,349
+1,288
+9% +$41K 0.02% 288
2023
Q3 		$432K Buy
14,061
+234
+2% +$7.41K 0.02% 278
2023
Q2 		$472K Buy
13,827
+86
+0.6% +$2.72K 0.02% 250
2023
Q1 		$411K Buy
13,741
+2,712
+25% +$83.4K 0.02% 209
2022
Q4 		$342K Buy
11,029
+375
+4% +$11.3K 0.02% 210
2022
Q3 		$284K Buy
+10,654
New +$331K 0.02% 199
2018
Q4 		– Sell
-14,094
Closed -$348K – 141
2018
Q3 		$348K Buy
+14,094
New +$336K 0.05% 142
2015
Q4 		– Sell
-5,130
Closed -$46K – 185
2015
Q3 		$46K Hold
5,130
– – 0.03% 147
2015
Q2 		$56K Buy
5,130
+1,200
+31% +$13.9K 0.03% 124
2015
Q1 		$43K Hold
3,930
– – 0.02% 139
2014
Q4 		$47K Sell
3,930
-483
-11% -$5.66K 0.02% 119
2014
Q3 		$47K Hold
4,413
– – 0.03% 223
2014
Q2 		$45K Buy
4,413
+21
+0.5% +$204 0.02% 243
2014
Q1 		$42K Buy
4,392
+21
+0.5% +$195 0.02% 237
2013
Q4 		$42K Buy
4,371
+504
+13% +$4.52K 0.01% 354
2013
Q3 		$33K Buy
+3,867
New +$32.5K 0.02% 300

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverly Advisors's CSX Position: Q1 2026 in Review

Waverly Advisors increased its CSX Corp (CSX) stake by 0.86% in Q1 2026, buying an estimated $31.2K and bringing the position to 93,144 shares worth $3.82M. The position accounts for 0.03% of the portfolio, ranked #473.

Waverly Advisors first reported a position in CSX in Q3 2013 and has held it in 25 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Waverly Advisors held 93,144 shares of CSX Corp worth $3.82M as of Q1 2026.
  • Waverly Advisors bought 796 CSX Corp shares in Q1 2026, an estimated $31.2K.
  • CSX Corp made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #473 holding.
  • Waverly Advisors first reported a position in CSX Corp in Q3 2013 and has held it in 25 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.