Wellington Management Group
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Wellington Management Group’s CSX Corp CSX Stock Holding History

Wellington Management Group’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 		$10M Buy
244,260
+145,932
+148% +$5.72M ﹤0.01% 1237
2025
Q4 		$3.56M Sell
98,328
-49,608
-34% -$1.78M ﹤0.01% 1476
2025
Q3 		$5.25M Buy
147,936
+8,049
+6% +$275K ﹤0.01% 1434
2025
Q2 		$4.56M Buy
139,887
+6,703
+5% +$202K ﹤0.01% 1399
2025
Q1 		$3.92M Buy
133,184
+15,605
+13% +$496K ﹤0.01% 1417
2024
Q4 		$3.79M Buy
117,579
+15,029
+15% +$515K ﹤0.01% 1420
2024
Q3 		$3.54M Buy
102,550
+6,055
+6% +$205K ﹤0.01% 1417
2024
Q2 		$3.23M Buy
96,495
+3,173
+3% +$108K ﹤0.01% 1413
2024
Q1 		$3.46M Buy
93,322
+13,031
+16% +$476K ﹤0.01% 1415
2023
Q4 		$2.78M Sell
80,291
-3,509
-4% -$112K ﹤0.01% 1422
2023
Q3 		$2.58M Buy
83,800
+18,043
+27% +$572K ﹤0.01% 1425
2023
Q2 		$2.24M Buy
65,757
+17,221
+35% +$545K ﹤0.01% 1464
2023
Q1 		$1.45M Sell
48,536
-3,081
-6% -$94.7K ﹤0.01% 1569
2022
Q4 		$1.6M Buy
51,617
+5,964
+13% +$179K ﹤0.01% 1548
2022
Q3 		$1.22M Sell
45,653
-8,501
-16% -$264K ﹤0.01% 1616
2022
Q2 		$1.57M Sell
54,154
-401,874
-88% -$13.1M ﹤0.01% 1588
2022
Q1 		$17.1M Buy
456,028
+322,455
+241% +$11.4M ﹤0.01% 1056
2021
Q4 		$5.02M Sell
133,573
-538,001
-80% -$19M ﹤0.01% 1457
2021
Q3 		$20M Sell
671,574
-2,954,802
-81% -$94.6M ﹤0.01% 1091
2021
Q2 		$116M Sell
3,626,376
-1,786,773
-33% -$58.9M 0.02% 590
2021
Q1 		$174M Buy
5,413,149
+1,268,295
+31% +$38.7M 0.03% 459
2020
Q4 		$125M Buy
4,144,854
+1,021,833
+33% +$29.4M 0.02% 531
2020
Q3 		$80.9M Sell
3,123,021
-2,046,534
-40% -$50.5M 0.02% 572
2020
Q2 		$120M Sell
5,169,555
-496,941
-9% -$11M 0.03% 478
2020
Q1 		$108M Sell
5,666,496
-13,039,074
-70% -$304M 0.03% 443
2019
Q4 		$451M Buy
18,705,570
+11,431,740
+157% +$270M 0.09% 205
2019
Q3 		$168M Sell
7,273,830
-15,216,579
-68% -$354M 0.04% 425
2019
Q2 		$580M Buy
22,490,409
+5,147,211
+30% +$133M 0.13% 177
2019
Q1 		$433M Sell
17,343,198
-6,580,248
-28% -$152M 0.1% 217
2018
Q4 		$495M Sell
23,923,446
-9,436,440
-28% -$217M 0.12% 176
2018
Q3 		$823M Buy
33,359,886
+4,936,137
+17% +$118M 0.17% 142
2018
Q2 		$604M Buy
28,423,749
+13,319,823
+88% +$274M 0.13% 178
2018
Q1 		$280M Sell
15,103,926
-2,151,120
-12% -$40.2M 0.06% 301
2017
Q4 		$316M Buy
17,255,046
+3,833,388
+29% +$67.9M 0.07% 266
2017
Q3 		$243M Sell
13,421,658
-4,045,170
-23% -$69.4M 0.06% 303
2017
Q2 		$318M Sell
17,466,828
-34,400,052
-66% -$589M 0.07% 250
2017
Q1 		$805M Sell
51,866,880
-53,887,959
-51% -$821M 0.19% 126
2016
Q4 		$1.27B Sell
105,754,839
-12,326,379
-10% -$138M 0.32% 83
2016
Q3 		$1.2B Buy
118,081,218
+1,142,796
+1% +$10.8M 0.3% 83
2016
Q2 		$1.02B Buy
116,938,422
+3,300,876
+3% +$28.7M 0.26% 98
2016
Q1 		$975M Buy
113,637,546
+18,994,557
+20% +$154M 0.26% 101
2015
Q4 		$819M Buy
94,642,989
+19,586,235
+26% +$178M 0.21% 113
2015
Q3 		$673M Sell
75,056,754
-9,294,843
-11% -$91.2M 0.19% 122
2015
Q2 		$918M Sell
84,351,597
-979,488
-1% -$11.4M 0.24% 101
2015
Q1 		$942M Buy
85,331,085
+23,255,223
+37% +$267M 0.24% 92
2014
Q4 		$750M Sell
62,075,862
-19,403,997
-24% -$227M 0.2% 112
2014
Q3 		$871M Buy
81,479,859
+559,359
+0.7% +$5.77M 0.24% 92
2014
Q2 		$831M Buy
80,920,500
+20,815,557
+35% +$203M 0.22% 98
2014
Q1 		$580M Buy
60,104,943
+654,774
+1% +$6.07M 0.16% 136
2013
Q4 		$570M Buy
59,450,169
+4,577,730
+8% +$41M 0.16% 147
2013
Q3 		$471M Buy
54,872,439
+17,057,922
+45% +$143M 0.15% 162
2013
Q2 		$292M Buy
+37,814,517
New +$310M 0.1% 235

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

Wellington Management Group's CSX Position: Q1 2026 in Review

Wellington Management Group increased its CSX Corp (CSX) stake by 148% in Q1 2026, buying an estimated $5.72M and bringing the position to 244,260 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Wellington Management Group first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.27B in Q4 2016. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wellington Management Group held 244,260 shares of CSX Corp worth $10M as of Q1 2026.
  • Wellington Management Group bought 145,932 CSX Corp shares in Q1 2026, an estimated $5.72M.
  • CSX Corp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1237 holding.
  • Wellington Management Group first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's CSX Corp position peaked at $1.27B in Q4 2016.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.