WF
CSX icon

Welch & Forbes’s CSX Corp CSX Stock Holding History

Welch & Forbes’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 		$1.08M Buy
22,663
+478
+2% +$21.6K 0.01% 223
2026
Q1 		$911K Sell
22,185
-1,174
-5% -$46K 0.01% 228
2025
Q4 		$847K Hold
23,359
– – 0.01% 237
2025
Q3 		$829K Buy
23,359
+335
+1% +$11.4K 0.01% 240
2025
Q2 		$751K Sell
23,024
-66
-0.3% -$1.99K 0.01% 250
2025
Q1 		$680K Buy
23,090
+66
+0.3% +$2.1K 0.01% 251
2024
Q4 		$743K Hold
23,024
– – 0.01% 249
2024
Q3 		$795K Buy
23,024
+1,174
+5% +$39.8K 0.01% 245
2024
Q2 		$710K Hold
21,850
– – 0.01% 251
2024
Q1 		$810K Sell
21,850
-318
-1% -$11.6K 0.01% 244
2023
Q4 		$769K Sell
22,168
-314
-1% -$10K 0.01% 247
2023
Q3 		$691K Buy
22,482
+120
+0.5% +$3.8K 0.01% 251
2023
Q2 		$763K Buy
22,362
+37
+0.2% +$1.17K 0.01% 246
2023
Q1 		$668K Sell
22,325
-775
-3% -$23.8K 0.01% 256
2022
Q4 		$716K Buy
23,100
+475
+2% +$14.3K 0.01% 247
2022
Q3 		$603K Buy
22,625
+1,965
+10% +$61.1K 0.01% 257
2022
Q2 		$600K Sell
20,660
-2,900
-12% -$94.5K 0.01% 265
2022
Q1 		$882K Buy
23,560
+1,800
+8% +$63.7K 0.01% 242
2021
Q4 		$818K Sell
21,760
-3,500
-14% -$123K 0.01% 248
2021
Q3 		$751K Buy
25,260
+2,760
+12% +$88.4K 0.01% 247
2021
Q2 		$722K Buy
22,500
+5,400
+32% +$178K 0.01% 255
2021
Q1 		$550K Hold
17,100
– – 0.01% 269
2020
Q4 		$517K Hold
17,100
– – 0.01% 268
2020
Q3 		$443K Hold
17,100
– – 0.01% 254
2020
Q2 		$398K Hold
17,100
– – 0.01% 264
2020
Q1 		$327K Hold
17,100
– – 0.01% 266
2019
Q4 		$412K Hold
17,100
– – 0.01% 275
2019
Q3 		$395K Hold
17,100
– – 0.01% 280
2019
Q2 		$441K Hold
17,100
– – 0.01% 270
2019
Q1 		$426K Sell
17,100
-1,353
-7% -$31.3K 0.01% 272
2018
Q4 		$382K Hold
18,453
– – 0.01% 270
2018
Q3 		$455K Hold
18,453
– – 0.01% 267
2018
Q2 		$393K Hold
18,453
– – 0.01% 275
2018
Q1 		$343K Sell
18,453
-11,985
-39% -$224K 0.01% 288
2017
Q4 		$558K Buy
30,438
+1,128
+4% +$20K 0.01% 226
2017
Q3 		$531K Hold
29,310
– – 0.01% 236
2017
Q2 		$533K Buy
29,310
+1,692
+6% +$29K 0.01% 232
2017
Q1 		$429K Buy
27,618
+474
+2% +$7.22K 0.01% 253
2016
Q4 		$325K Hold
27,144
– – 0.01% 278
2016
Q3 		$276K Hold
27,144
– – 0.01% 258
2016
Q2 		$236K Hold
27,144
– – 0.01% 313
2016
Q1 		$233K Sell
27,144
-1,500
-5% -$12.2K 0.01% 310
2015
Q4 		$248K Buy
28,644
+1,500
+6% +$13.6K 0.01% 291
2015
Q3 		$243K Hold
27,144
– – 0.01% 305
2015
Q2 		$295K Hold
27,144
– – 0.01% 288
2015
Q1 		$300K Hold
27,144
– – 0.01% 288
2014
Q4 		$328K Sell
27,144
-876
-3% -$10.3K 0.01% 294
2014
Q3 		$299K Sell
28,020
-2,502
-8% -$25.8K 0.01% 296
2014
Q2 		$313K Buy
30,522
+1,752
+6% +$17.1K 0.01% 280
2014
Q1 		$278K Hold
28,770
– – 0.01% 295
2013
Q4 		$276K Sell
28,770
-22,701
-44% -$203K 0.01% 286
2013
Q3 		$442K Buy
51,471
+2,439
+5% +$20.5K 0.01% 266
2013
Q2 		$379K Buy
+49,032
New +$402K 0.01% 256

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

Welch & Forbes's CSX Position: Q2 2026 in Review

Welch & Forbes increased its CSX Corp (CSX) stake by 2.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 22,663 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #223.

Welch & Forbes first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Welch & Forbes held 22,663 shares of CSX Corp worth $1.08M as of Q2 2026.
  • Welch & Forbes bought 478 CSX Corp shares in Q2 2026, an estimated $21.6K.
  • CSX Corp made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #223 holding.
  • Welch & Forbes first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.