CSX CSX CORP COM

Ownership history in Cutter & CO Brokerage, Inc.  ·  54 quarters on record

AI Ownership Summary

Cutter & CO Brokerage, Inc. reported CSX CORP COM (CSX) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q4. The latest visible filing shows CSX at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cutter & CO Brokerage, Inc.'s position in CSX CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSX was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cutter & CO Brokerage, Inc. held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 85,882 0% 0.60% $2.5M 2026-04-09 $42.49
2025 Q4 UNCHANGED 85,882 0% 0.60% $2.5M 2026-01-07 $34.93
2025 Q3 UNCHANGED 85,882 0% 0.60% $2.5M 2025-10-16 $35.74
2025 Q2 UNCHANGED 85,882 0% 0.60% $2.5M 2025-08-12 $35.43
2025 Q1 REDUCED 85,882 -1,211 -1.4% 0.60% $2.5M 2025-05-01 $27.69
2024 Q4 ADDED 87,093 +78,815 +952.1% 0.69% $2.8M 2025-02-04 $32.25
2024 Q3 ADDED 8,278 +5 +0.1% 0.06% $286K 2024-10-25 $32.53
2024 Q2 REDUCED 8,273 -407 -4.7% 0.07% $277K 2024-07-31 $34.20
2024 Q1 ADDED 8,680 +284 +3.4% 0.08% $322K 2024-04-30 $32.25
2023 Q4 REDUCED 8,396 -3,709 -30.6% 0.08% $291K 2024-02-01 $35.11
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cutter & CO Brokerage, Inc. and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cutter & CO Brokerage, Inc. reported owning CSX?

Cutter & CO Brokerage, Inc. reported CSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSX position in Cutter & CO Brokerage, Inc.'s portfolio?

The largest reported portfolio weight for CSX was 0.69% in 2024 Q4.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q1, when Cutter & CO Brokerage, Inc. reported 85,882 shares, equal to 0.60% of portfolio, with an estimated market value of $2.5M.

What does the chart on this CSX ownership page compare?

The chart compares Cutter & CO Brokerage, Inc.'s quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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