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Westbourne Investment Advisors’s CSX Corp CSX Stock Holding History

Westbourne Investment 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
Q2 		$523K Hold
11,000
– – 0.14% 78
2026
Q1 		$452K Sell
11,000
-175
-2% -$6.86K 0.13% 84
2025
Q4 		$405K Sell
11,175
-220
-2% -$7.87K 0.11% 84
2025
Q3 		$405K Hold
11,395
– – 0.11% 83
2025
Q2 		$372K Sell
11,395
-75
-0.7% -$2.26K 0.11% 85
2025
Q1 		$338K Hold
11,470
– – 0.12% 68
2024
Q4 		$370K Hold
11,470
– – 0.13% 65
2024
Q3 		$396K Buy
11,470
+95
+0.8% +$3.22K 0.14% 68
2024
Q2 		$380K Sell
11,375
-140
-1% -$4.75K 0.14% 69
2024
Q1 		$427K Buy
11,515
+125
+1% +$4.56K 0.16% 70
2023
Q4 		$395K Hold
11,390
– – 0.16% 72
2023
Q3 		$350K Sell
11,390
-1,000
-8% -$31.7K 0.16% 73
2023
Q2 		$422K Hold
12,390
– – 0.19% 71
2023
Q1 		$371K Hold
12,390
– – 0.18% 75
2022
Q4 		$384K Hold
12,390
– – 0.19% 70
2022
Q3 		$330K Hold
12,390
– – 0.17% 72
2022
Q2 		$360K Hold
12,390
– – 0.22% 65
2022
Q1 		$464K Hold
12,390
– – 0.19% 70
2021
Q4 		$466K Hold
12,390
– – 0.18% 70
2021
Q3 		$368K Hold
12,390
– – 0.17% 67
2021
Q2 		$397K Hold
12,390
– – 0.18% 62
2021
Q1 		$398K Hold
12,390
– – 0.2% 61
2020
Q4 		$375K Hold
12,390
– – 0.22% 60
2020
Q3 		$321K Hold
12,390
– – 0.37% 37
2020
Q2 		$288K Hold
12,390
– – 0.35% 39
2020
Q1 		$237K Hold
12,390
– – 0.22% 72
2019
Q4 		$299K Hold
12,390
– – 0.2% 81
2019
Q3 		$286K Hold
12,390
– – 0.21% 80
2019
Q2 		$320K Hold
12,390
– – 0.26% 72
2019
Q1 		$309K Hold
12,390
– – 0.24% 75
2018
Q4 		$257K Hold
12,390
– – 0.22% 80
2018
Q3 		$306K Buy
+12,390
New +$295K 0.22% 80

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

Westbourne Investment Advisors's CSX Position: Q2 2026 in Review

Westbourne Investment Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 11,000 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #78.

Westbourne Investment Advisors first reported a position in CSX in Q3 2018 and has held it in 32 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Westbourne Investment Advisors held 11,000 shares of CSX Corp worth $523K as of Q2 2026.
  • Westbourne Investment Advisors left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.14% of Westbourne Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Westbourne Investment Advisors first reported a position in CSX Corp in Q3 2018 and has held it in 32 quarters since.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.