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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
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 $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

Whipplewood Advisors's CSX Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in CSX Corp (CSX) in Q1 2026: 17 shares worth $698. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in CSX as recently as Q2 2025.

Whipplewood Advisors first reported a position in CSX in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.97K in Q1 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Whipplewood Advisors held 17 shares of CSX Corp worth $698 as of Q1 2026.
  • CSX Corp was a new Whipplewood Advisors position in Q1 2026.
  • CSX Corp made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #951 holding.
  • Whipplewood Advisors first reported a position in CSX Corp in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's CSX Corp position peaked at $4.97K in Q1 2025.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.