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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

CSX holding history

CSX Corp in every 13F filed by Caldwell Trust Co, 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)
56,332
Value
$2.68M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CSX by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,332$2.68M0.2%+3,715+7.1%AddedHolders
Q1 202652,617$2.16M0.2%+6,105+13.1%AddedHolders
Q4 202546,512$1.69M0.1%+8,325+21.8%AddedHolders
Q3 202538,187$1.36M0.1%+27,014+241.8%AddedHolders
Q2 202511,173$364.6K<0.1%+1,680+17.7%AddedHolders
Q1 20259,493$279.4K<0.1%−112−1.2%ReducedHolders
Q4 20249,605$310.0K<0.1%−141−1.4%ReducedHolders
Q3 20249,746$336.5K<0.1%−172−1.7%ReducedHolders
Q2 20249,918$331.8K<0.1%−295−2.9%ReducedHolders
Q1 202410,213$378.6K<0.1%+1,746+20.6%AddedHolders
Q4 20238,467$293.6K<0.1%+49+0.6%AddedHolders
Q3 20238,418$258.9K<0.1%−48−0.6%ReducedHolders
Q2 20238,466$288.7K<0.1%00.0%UnchangedHolders
Q1 20238,466$253.5K<0.1%−1,287−13.2%ReducedHolders
Q4 20229,753$302.1K<0.1%+48+0.5%AddedHolders
Q3 20229,705$258.5K<0.1%00.0%UnchangedHolders
Q2 20229,705$282.0K<0.1%00.0%UnchangedHolders
Q1 20229,705$363.5K<0.1%00.0%UnchangedHolders
Q4 20219,705$364.9K<0.1%00.0%UnchangedHolders
Q3 20219,705$288.6K<0.1%+6,470+200.0%AddedHolders
Q2 20213,235$103.8K<0.1%−6,470−66.7%ReducedConverted for a 3-for-1 splitHolders
Q1 20213,235$311.9K<0.1%––Holders

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