Aft Forsyth & Sober’s CSX Corp CSX Stock Holding History

Aft Forsyth & Sober’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-21,000	Closed	-$685K	–	58
2025 Q2	$685K	Sell	21,000 -15,600	-43%	-$469K	0.23%	57
2025 Q1	$1.08M	Hold	36,600	–	–	0.38%	59
2024 Q4	$1.18M	Hold	36,600	–	–	0.38%	64
2024 Q3	$1.26M	Hold	36,600	–	–	0.42%	66
2024 Q2	$1.22M	Hold	36,600	–	–	0.42%	66
2024 Q1	$1.36M	Hold	36,600	–	–	0.48%	63
2023 Q4	$1.27M	Hold	36,600	–	–	0.49%	64
2023 Q3	$1.13M	Hold	36,600	–	–	0.48%	64
2023 Q2	$1.25M	Hold	36,600	–	–	0.52%	56
2023 Q1	$1.1M	Hold	36,600	–	–	0.55%	63
2022 Q4	$1.13M	Hold	36,600	–	–	0.51%	62
2022 Q3	$975K	Hold	36,600	–	–	0.47%	65
2022 Q2	$1.06M	Hold	36,600	–	–	0.49%	65
2022 Q1	$1.37M	Hold	36,600	–	–	0.54%	57
2021 Q4	$1.38M	Hold	36,600	–	–	0.48%	59
2021 Q3	$1.09M	Buy	36,600 +750	+2%	+$24K	0.41%	70
2021 Q2	$1.15M	Hold	35,850	–	–	0.43%	55
2021 Q1	$1.15M	Buy	+35,850	New	+$1.09M	0.47%	47
2020 Q1	–	Sell	-4,035	Closed	-$97K	–	36
2019 Q4	$97K	Buy	+4,035	New	+$95.4K	0.09%	35

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aft Forsyth & Sober's CSX Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 21,000 shares — an estimated $685K sold.

Aft Forsyth & Sober first reported a position in CSX in Q4 2019 and held it in 19 quarters. The position peaked at $1.38M in Q4 2021. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Aft Forsyth & Sober reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 21,000 CSX Corp shares in Q3 2025, an estimated $685K.
Aft Forsyth & Sober first reported a position in CSX Corp in Q4 2019 and held it in 19 quarters.
Aft Forsyth & Sober's CSX Corp position peaked at $1.38M in Q4 2021.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.