Alpha Cubed Investments’s CSX Corp CSX Stock Holding History

Alpha Cubed Investments’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 Q4	$322K	Buy	8,876 +104	+1%	+$3.72K	0.01%	222
2025 Q3	$311K	Sell	8,772 -8,938	-50%	-$305K	0.01%	224
2025 Q2	$578K	Buy	+17,710	New	+$533K	0.02%	166
2016 Q4	–	Sell	-25,773	Closed	-$262K	–	193
2016 Q3	$262K	Buy	+25,773	New	+$244K	0.07%	149

Other funds holding CSX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alpha Cubed Investments's CSX Position: Q4 2025 in Review

Alpha Cubed Investments increased its CSX Corp (CSX) stake by 1.2% in Q4 2025, buying an estimated $3.72K and bringing the position to 8,876 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #222.

Alpha Cubed Investments first reported a position in CSX in Q3 2016 and has held it in 4 quarters since. The position peaked at $578K in Q2 2025. 1,813 funds tracked by Wall St. Rank hold CSX as of Q4 2025.

Alpha Cubed Investments held 8,876 shares of CSX Corp worth $322K as of Q4 2025.
Alpha Cubed Investments bought 104 CSX Corp shares in Q4 2025, an estimated $3.72K.
CSX Corp made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #222 holding.
Alpha Cubed Investments first reported a position in CSX Corp in Q3 2016 and has held it in 4 quarters since.
Alpha Cubed Investments's CSX Corp position peaked at $578K in Q2 2025.
1,813 funds tracked by Wall St. Rank held CSX Corp as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.