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Wharton Business Group’s CSX Corp CSX Stock Holding History

Wharton Business 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 		$5.2M Hold
126,685
– – 0.2% 57
2025
Q4 		$4.59M Hold
126,685
– – 0.17% 57
2025
Q3 		$4.5M Hold
126,685
– – 0.2% 53
2025
Q2 		$4.13M Hold
126,685
– – 0.17% 56
2025
Q1 		$3.73M Hold
126,685
– – 0.17% 57
2024
Q4 		$4.09M Buy
126,685
+6,830
+6% +$234K 0.18% 55
2024
Q3 		$4.14M Hold
119,855
– – 0.19% 59
2024
Q2 		$4.01M Hold
119,855
– – 0.21% 57
2024
Q1 		$4.44M Hold
119,855
– – 0.21% 57
2023
Q4 		$4.16M Buy
119,855
+5,175
+5% +$165K 0.21% 57
2023
Q3 		$3.53M Buy
+114,680
New +$3.63M 0.2% 61
2015
Q4 		– Sell
-24,210
Closed -$217K – 127
2015
Q3 		$217K Hold
24,210
– – 0.02% 118
2015
Q2 		$263 Sell
24,210
-5,730
-19% -$66.4K 0.02% 114
2015
Q1 		$331K Sell
29,940
-303,879
-91% -$3.49M 0.03% 118
2014
Q4 		$4.03M Sell
333,819
-135
-0% -$1.58K 0.33% 62
2014
Q3 		$3.57M Buy
333,954
+22,335
+7% +$230K 0.32% 69
2014
Q2 		$3.2M Sell
311,619
-71,700
-19% -$698K 0.35% 63
2014
Q1 		$3.7M Hold
383,319
– – 0.3% 70
2013
Q4 		$3.68M Buy
383,319
+27,324
+8% +$245K 0.31% 62
2013
Q3 		$3.05M Buy
355,995
+12,375
+4% +$104K 0.26% 70
2013
Q2 		$2.66M Buy
+343,620
New +$2.82M 0.23% 72

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

Wharton Business Group's CSX Position: Q1 2026 in Review

Wharton Business Group held its CSX Corp (CSX) position steady in Q1 2026 at 126,685 shares worth $5.2M. The position accounts for 0.2% of the portfolio, ranked #57.

Wharton Business Group first reported a position in CSX in Q2 2013 and has held it in 21 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Wharton Business Group held 126,685 shares of CSX Corp worth $5.2M as of Q1 2026.
  • Wharton Business Group left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.2% of Wharton Business Group's portfolio in Q1 2026, its #57 holding.
  • Wharton Business Group first reported a position in CSX Corp in Q2 2013 and has held it in 21 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.