CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership14,222 shares
Latest Disclosed Value $ 583,813
Evercore Wealth Management, LLC reports 1.90% decrease in ownership of CSX / CSX Corporation

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 14,222 shares of CSX Corporation (US:CSX) valued at $583,813 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,498 shares of CSX Corporation. This represents a change in shares of -1.90% during the quarter. The current value of the position is $660,470 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CSX COM 126408103 14,222 -276 -1.90 584 11.05 0.0092
2026-02-17 2025-12-31 13F CSX COM 126408103 14,498 -42 -0.29 526 1.74 0.0077
2025-11-14 2025-09-30 13F CSX COM 126408103 14,540 0 0.00 516 8.86 0.0076
2025-08-14 2025-06-30 13F CSX COM 126408103 14,540 -693 -4.55 474 5.80 0.0074
2025-05-15 2025-03-31 13F CSX COM 126408103 15,233 0 0.00 448 -8.76 0.0072
2025-02-14 2024-12-31 13F CSX COM 126408103 15,233 0 0.00 492 -6.48 0.0074
2024-11-14 2024-09-30 13F CSX COM 126408103 15,233 -27 -0.18 526 2.94 0.0079
2024-08-14 2024-06-30 13F CSX COM 126408103 15,260 -272 -1.75 510 -11.30 0.0080
2024-05-15 2024-03-31 13F CSX COM 126408103 15,532 -130 -0.83 576 5.89 0.0090
2024-02-14 2023-12-31 13F CSX COM 126408103 15,662 1,191 8.23 543 22.30 0.0091
2023-11-14 2023-09-30 13F CSX COM 126408103 14,471 -448 -3.00 445 -12.60 0.0083
2023-08-04 2023-06-30 13F CSX COM 126408103 14,919 -863 -5.47 509 7.63 0.0093
2023-05-15 2023-03-31 13F CSX COM 126408103 15,782 863 5.78 473 2.16 0.0094
2023-02-14 2022-12-31 13F CSX COM 126408103 14,919 876 6.24 462 23.53 0.0097
2022-11-14 2022-09-30 13F CSX COM 126408103 14,043 0 0.00 374 -8.33 0.0084
2022-08-15 2022-06-30 13F CSX COM 126408103 14,043 -156 -1.10 408 -23.31 0.0086
2022-05-16 2022-03-31 13F CSX COM 126408103 14,199 0 0.00 532 -0.37 0.0094
2022-02-14 2021-12-31 13F CSX COM 126408103 14,199 0 0.00 534 26.24 0.0087
2021-11-15 2021-09-30 13F CSX COM 126408103 14,199 0 0.00 423 -7.03 0.0077
2021-08-16 2021-06-30 13F CSX COM 126408103 14,199 9,454 199.24 455 -0.66 0.0083
2021-05-17 2021-03-31 13F CSX COM 126408103 4,745 -5,894 -55.40 458 -52.59 0.0091
2021-02-16 2020-12-31 13F CSX COM 126408103 10,639 -961 -8.28 966 7.21 0.0208
2020-11-16 2020-09-30 13F CSX COM 126408103 11,600 52 0.45 901 11.93 0.0220
2020-08-13 2020-06-30 13F CSX COM 126408103 11,548 0 0.00 805 21.60 0.0215
2020-05-14 2020-03-31 13F CSX COM 126408103 11,548 -1,354 -10.49 662 -29.05 0.0218
2020-02-13 2019-12-31 13F CSX COM 126408103 12,902 -15 -0.12 933 4.36 0.0251
2019-11-14 2019-09-30 13F CSX COM 126408103 12,917 -1,121 -7.99 894 -17.68 0.0262
2019-08-13 2019-06-30 13F CSX COM 126408103 14,038 1,800 14.71 1,086 18.69 0.0330
2019-05-14 2019-03-31 13F CSX COM 126408103 12,238 15 0.12 915 20.55 0.0295
2019-02-13 2018-12-31 13F CSX COM 126408103 12,223 -442 -3.49 759 -19.08 0.0287
2018-11-13 2018-09-30 13F CSX COM 126408103 12,665 307 2.48 938 19.04 0.0300
2018-08-14 2018-06-30 13F CSX COM 126408103 12,358 3,911 46.30 788 67.30 0.0269
2018-05-14 2018-03-31 13F CSX COM 126408103 8,447 -6,040 -41.69 471 -40.90 0.0180
2018-02-13 2017-12-31 13F CSX COM 126408103 14,487 -60 -0.41 797 0.89 0.0296
2017-11-13 2017-09-30 13F CSX COM 126408103 14,547 0 0.00 790 -0.50 0.0308
2017-08-11 2017-06-30 13F CSX COM 126408103 14,547 7,804 115.73 794 152.87 0.0307
2017-05-12 2017-03-31 13F CSX COM 126408103 6,743 -810 -10.72 314 15.87 0.0123
2017-02-08 2016-12-31 13F CSX COM 126408103 7,553 220 3.00 271 20.98 0.0112
2016-11-10 2016-09-30 13F CSX COM 126408103 7,333 0 0.00 224 17.28 0.0093
2016-09-20 2016-06-30 13F/A-1 CSX COM 126408103 7,333 -1,034 -12.36 191 -11.57 0.0084
2016-08-01 2016-06-30 13F CSX COM 126408103 8,715 227
2016-05-02 2016-03-31 13F CSX COM 126408103 8,367 -6,600 -44.10 216 -44.33 0.0095
2016-02-16 2015-12-31 13F CSX COM 126408103 14,967 502 3.47 388 -0.26 0.0180
2015-11-16 2015-09-30 13F CSX COM 126408103 14,465 593 4.27 389 -14.51 0.0186
2015-08-06 2015-06-30 13F CSX COM 126408103 13,872 796 6.09 455 4.84 0.0205
2015-05-06 2015-03-31 13F CSX COM 126408103 13,076 -348 -2.59 434 -10.52 0.0199
2015-02-13 2014-12-31 13F CSX COM 126408103 13,424 -377 -2.73 485 9.98 0.0242
2014-11-13 2014-09-30 13F CSX COM 126408103 13,801 331 2.46 441 6.27 0.0221
2014-08-14 2014-06-30 13F CSX COM 126408103 13,470 1,261 10.33 415 16.25 0.0214
2014-05-15 2014-03-31 13F CSX COM 126408103 12,209 2,463 25.27 357 27.50 0.0200
2014-02-11 2013-12-31 13F CSX COM 126408103 9,746 -1,245 -11.33 280 -1.06 0.0154
2013-11-13 2013-09-30 13F CSX COM 126408103 10,991 710 6.91 283 18.91 0.0162
2013-08-14 2013-06-30 13F CSX COM 126408103 10,281 10,281 238 0.0135
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.