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Whipplewood Advisors’s CSX Corp CSX Stock Holding History

Whipplewood 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 		– Sell
-17
Closed -$698 – 737
2026
Q1 		$698 Buy
+17
New +$666 ﹤0.01% 951
2025
Q3 		– Sell
-63
Closed -$2.06K – 505
2025
Q2 		$2.06K Sell
63
-78
-55% -$2.35K ﹤0.01% 874
2025
Q1 		$4.97K Buy
141
+18
+15% +$572 ﹤0.01% 700
2024
Q4 		$3.97K Buy
+123
New +$4.22K ﹤0.01% 740

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CSX Position: Q2 2026 in Review

Whipplewood Advisors sold out of CSX Corp (CSX) in Q2 2026, closing a stake of 17 shares — an estimated $698 sold.

Whipplewood Advisors first reported a position in CSX in Q4 2024 and held it in 4 quarters. The position peaked at $4.97K in Q1 2025. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Whipplewood Advisors reported no remaining CSX Corp position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 17 CSX Corp shares in Q2 2026, an estimated $698.
  • Whipplewood Advisors first reported a position in CSX Corp in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's CSX Corp position peaked at $4.97K in Q1 2025.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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