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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

CSX holding history

CSX Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
12,292
Value
$584.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,292$584.2K<0.1%−1,930−13.6%ReducedHolders
Q1 202614,222$583.8K<0.1%−276−1.9%ReducedHolders
Q4 202514,498$525.6K<0.1%−42−0.3%ReducedHolders
Q3 202514,540$516.3K<0.1%00.0%UnchangedHolders
Q2 202514,540$474.4K<0.1%−693−4.5%ReducedHolders
Q1 202515,233$448.3K<0.1%00.0%UnchangedHolders
Q4 202415,233$491.6K<0.1%00.0%UnchangedHolders
Q3 202415,233$526.0K<0.1%−27−0.2%ReducedHolders
Q2 202415,260$510.4K<0.1%−272−1.8%ReducedHolders
Q1 202415,532$575.8K<0.1%−130−0.8%ReducedHolders
Q4 202315,662$543.0K<0.1%+1,191+8.2%AddedHolders
Q3 202314,471$445.0K<0.1%−448−3.0%ReducedHolders
Q2 202314,919$508.7K<0.1%−863−5.5%ReducedHolders
Q1 202315,782$472.5K<0.1%+863+5.8%AddedHolders
Q4 202214,919$462.2K<0.1%+876+6.2%AddedHolders
Q3 202214,043$374.0K<0.1%00.0%UnchangedHolders
Q2 202214,043$408.0K<0.1%−156−1.1%ReducedHolders
Q1 202214,199$532.0K<0.1%00.0%UnchangedHolders
Q4 202114,199$534.0K<0.1%00.0%UnchangedHolders
Q3 202114,199$423.0K<0.1%00.0%UnchangedHolders
Q2 202114,199$455.0K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 20214,745$458.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.