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Williams Jones Wealth Management’s CSX Corp CSX Stock Holding History

Williams Jones Wealth Management’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 		$2.81M Buy
59,163
+1,010
+2% +$45.6K 0.03% 181
2026
Q1 		$2.39M Buy
58,153
+11
+0% +$431 0.03% 180
2025
Q4 		$2.11M Sell
58,142
-100
-0.2% -$3.58K 0.02% 185
2025
Q3 		$2.07M Hold
58,242
– – 0.02% 190
2025
Q2 		$1.9M Sell
58,242
-165
-0.3% -$4.96K 0.02% 194
2025
Q1 		$1.72M Sell
58,407
-381
-0.6% -$12.1K 0.02% 193
2024
Q4 		$1.9M Hold
58,788
– – 0.02% 194
2024
Q3 		$2.03M Sell
58,788
-53
-0.1% -$1.8K 0.02% 196
2024
Q2 		$1.97M Sell
58,841
-9,951
-14% -$338K 0.02% 192
2024
Q1 		$2.55M Sell
68,792
-1,824
-3% -$66.6K 0.03% 172
2023
Q4 		$2.45M Buy
70,616
+1,800
+3% +$57.3K 0.03% 178
2023
Q3 		$2.12M Buy
68,816
+1,410
+2% +$44.7K 0.03% 187
2023
Q2 		$2.3M Sell
67,406
-228
-0.3% -$7.21K 0.03% 186
2023
Q1 		$2.02M Sell
67,634
-2,325
-3% -$71.5K 0.03% 206
2022
Q4 		$2.17M Buy
69,959
+189
+0.3% +$5.68K 0.04% 195
2022
Q3 		$1.86M Buy
69,770
+384
+0.6% +$11.9K 0.03% 209
2022
Q2 		$2.02M Sell
69,386
-361
-0.5% -$11.8K 0.03% 208
2022
Q1 		$2.61M Sell
69,747
-4,800
-6% -$170K 0.04% 182
2021
Q4 		$2.8M Hold
74,547
– – 0.04% 174
2021
Q3 		$2.22M Sell
74,547
-21,609
-22% -$692K 0.03% 189
2021
Q2 		$3.08M Sell
96,156
-2,145
-2% -$70.7K 0.04% 170
2021
Q1 		$3.16M Sell
98,301
-558
-0.6% -$17K 0.05% 163
2020
Q4 		$2.99M Buy
98,859
+198
+0.2% +$5.69K 0.05% 155
2020
Q3 		$2.55M Sell
98,661
-216
-0.2% -$5.33K 0.05% 151
2020
Q2 		$2.3M Sell
98,877
-225
-0.2% -$4.98K 0.05% 151
2020
Q1 		$1.89M Buy
99,102
+3,600
+4% +$84.1K 0.05% 142
2019
Q4 		$2.3M Buy
95,502
+17,100
+22% +$404K 0.04% 157
2019
Q3 		$1.81M Buy
+78,402
New +$1.83M 0.04% 163

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

Williams Jones Wealth Management's CSX Position: Q2 2026 in Review

Williams Jones Wealth Management increased its CSX Corp (CSX) stake by 1.7% in Q2 2026, buying an estimated $45.6K and bringing the position to 59,163 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #181.

Williams Jones Wealth Management first reported a position in CSX in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.16M in Q1 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Williams Jones Wealth Management held 59,163 shares of CSX Corp worth $2.81M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,010 CSX Corp shares in Q2 2026, an estimated $45.6K.
  • CSX Corp made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Williams Jones Wealth Management first reported a position in CSX Corp in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's CSX Corp position peaked at $3.16M in Q1 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.