Whittier Trust’s CSX Corp CSX Stock Holding History

Whittier Trust’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	$1.48M	Buy	30,290 +184	+0.6%	+$8.31K	0.01%	334
2026 Q1	$1.25M	Sell	30,106 -1,359	-4%	-$53.3K	0.01%	324
2025 Q4	$1.13M	Sell	31,465 -75,848	-71%	-$2.71M	0.01%	335
2025 Q3	$3.86M	Sell	107,313 -391	-0.4%	-$13.4K	0.04%	212
2025 Q2	$3.51M	Sell	107,704 -150	-0.1%	-$4.51K	0.04%	224
2025 Q1	$3.17M	Sell	107,854 -100	-0.1%	-$3.18K	0.04%	233
2024 Q4	$3.48M	Sell	107,954 -2,261	-2%	-$77.5K	0.05%	224
2024 Q3	$3.8M	Buy	110,215 +810	+0.7%	+$27.5K	0.05%	232
2024 Q2	$3.66M	Hold	109,405	–	–	0.05%	222
2024 Q1	$4.05M	Buy	109,405 +1,000	+0.9%	+$36.5K	0.06%	216
2023 Q4	$3.76M	Buy	108,405 +71	+0.1%	+$2.26K	0.06%	223
2023 Q3	$3.33M	Buy	108,334 +619	+0.6%	+$19.6K	0.06%	226
2023 Q2	$3.67M	Sell	107,715 -743	-0.7%	-$23.5K	0.06%	217
2023 Q1	$3.25M	Buy	108,458 +6,695	+7%	+$206K	0.06%	228
2022 Q4	$3.15M	Sell	101,763 -85	-0.1%	-$2.56K	0.06%	230
2022 Q3	$2.71M	Sell	101,848 -150	-0.1%	-$4.66K	0.06%	233
2022 Q2	$2.96M	Buy	101,998 +366	+0.4%	+$11.9K	0.06%	235
2022 Q1	$3.81M	Buy	101,632 +85	+0.1%	+$3.01K	0.06%	223
2021 Q4	$3.82M	Buy	101,547 +783	+0.8%	+$27.6K	0.06%	223
2021 Q3	$3M	Buy	100,764 +65,318	+184%	+$2.09M	0.05%	234
2021 Q2	$1.14M	Sell	35,446 -64,232	-64%	-$2.12M	0.02%	345
2021 Q1	$3.2M	Sell	99,678 -2,325	-2%	-$71K	0.06%	222
2020 Q4	$3.09M	Buy	102,003 +3,633	+4%	+$104K	0.07%	210
2020 Q3	$2.55M	Hold	98,370	–	–	0.06%	211
2020 Q2	$2.29M	Sell	98,370 -75	-0.1%	-$1.66K	0.06%	208
2020 Q1	$1.88M	Buy	98,445 +585	+0.6%	+$13.7K	0.06%	218
2019 Q4	$2.36M	Buy	97,860 +177	+0.2%	+$4.19K	0.06%	222
2019 Q3	$2.26M	Buy	97,683 +318	+0.3%	+$7.4K	0.06%	218
2019 Q2	$2.51M	Hold	97,365	–	–	0.07%	203
2019 Q1	$2.43M	Hold	97,365	–	–	0.07%	204
2018 Q4	$2.02M	Hold	97,365	–	–	0.07%	210
2018 Q3	$2.4M	Sell	97,365 -24,000	-20%	-$572K	0.08%	208
2018 Q2	$2.58M	Buy	121,365 +32,715	+37%	+$674K	0.09%	198
2018 Q1	$1.65M	Sell	88,650 -741	-0.8%	-$13.8K	0.06%	232
2017 Q4	$1.64M	Hold	89,391	–	–	0.06%	237
2017 Q3	$1.62M	Hold	89,391	–	–	0.06%	234
2017 Q2	$1.63M	Sell	89,391 -3,000	-3%	-$51.4K	0.06%	231
2017 Q1	$1.43M	Sell	92,391 -2,211	-2%	-$33.7K	0.06%	232
2016 Q4	$1.13M	Buy	94,602 +201	+0.2%	+$2.25K	0.05%	249
2016 Q3	$959K	Hold	94,401	–	–	0.04%	262
2016 Q2	$820K	Sell	94,401 -15,618	-14%	-$136K	0.04%	277
2016 Q1	$944K	Hold	110,019	–	–	0.04%	256
2015 Q4	$951K	Hold	110,019	–	–	0.04%	272
2015 Q3	$986K	Sell	110,019 -9,819	-8%	-$96.3K	0.05%	255
2015 Q2	$1.3M	Buy	119,838 +13,500	+13%	+$156K	0.06%	236
2015 Q1	$1.17M	Buy	106,338 +906	+0.9%	+$10.4K	0.05%	244
2014 Q4	$1.27M	Hold	105,432	–	–	0.06%	222
2014 Q3	$1.13M	Hold	105,432	–	–	0.05%	227
2014 Q2	$1.08M	Sell	105,432 -5,082	-5%	-$49.5K	0.05%	234
2014 Q1	$1.07M	Buy	110,514 +405	+0.4%	+$3.76K	0.05%	238
2013 Q4	$1.06M	Sell	110,109 -35,028	-24%	-$314K	0.05%	235
2013 Q3	$1.24M	Sell	145,137 -2,334	-2%	-$19.6K	0.07%	206
2013 Q2	$1.14M	Buy	+147,471	New	+$1.21M	0.06%	200

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Whittier Trust's CSX Position: Q2 2026 in Review

Whittier Trust increased its CSX Corp (CSX) stake by 0.61% in Q2 2026, buying an estimated $8.31K and bringing the position to 30,290 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #334.

Whittier Trust first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.05M in Q1 2024. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Whittier Trust held 30,290 shares of CSX Corp worth $1.48M as of Q2 2026.
Whittier Trust bought 184 CSX Corp shares in Q2 2026, an estimated $8.31K.
CSX Corp made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #334 holding.
Whittier Trust first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's CSX Corp position peaked at $4.05M in Q1 2024.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.