CSX CSXCorp

Ownership history in JACOBS & CO/CA  ·  88 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported CSXCorp (CSX) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2023 Q4. The latest visible filing shows CSX at 0.77% 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 JACOBS & CO/CA's position in CSXCorp, 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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2023 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 JACOBS & CO/CA held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 189,530 -41,777 -18.1% 0.77% $8K 2026-04-07 $41.42
2025 Q4 REDUCED 231,307 -172,530 -42.7% 0.79% $8.4M 2026-01-05 $35.79
2025 Q3 REDUCED 403,837 -2,501 -0.6% 1.37% $14.3M 2025-10-01 $34.76
2025 Q2 REDUCED 406,338 -1,937 -0.5% 1.32% $13.3M 2025-07-02 $33.24
2025 Q1 ADDED 408,275 +5,520 +1.4% 1.28% $12.0M 2025-04-03 $27.57
2024 Q4 ADDED 402,755 +3,696 +0.9% 1.32% $13.0M 2025-01-10 $31.18
2024 Q3 ADDED 399,059 +17,343 +4.5% 1.38% $13.8M 2024-10-01 $33.75
2024 Q2 ADDED 381,716 +29,294 +8.3% 1.34% $12.8M 2024-07-12 $32.92
2024 Q1 REDUCED 352,422 -5,613 -1.6% 1.38% $13.1M 2024-04-12 $34.31
2023 Q4 REDUCED 358,035 -4,288 -1.2% 1.41% $12.4M 2024-01-18 $33.34
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and CSX

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

How long has JACOBS & CO/CA reported owning CSX?

JACOBS & CO/CA reported CSX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSX position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for CSX was 1.41% in 2023 Q4.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 189,530 shares, equal to 0.77% of portfolio, with an estimated market value of $8K.

What does the chart on this CSX ownership page compare?

The chart compares JACOBS & CO/CA'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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