Alpha Family Trust’s CSX Corp CSX Stock Holding History

Alpha Family Trust’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
2026 Q2	$583K	Hold	12,270	–	–	0.23%	70
2026 Q1	$504K	Hold	12,270	–	–	0.24%	69
2025 Q4	$445K	Hold	12,270	–	–	0.2%	87
2025 Q3	$436K	Hold	12,270	–	–	0.2%	85
2025 Q2	$400K	Sell	12,270 -2,050	-14%	-$61.7K	0.2%	98
2025 Q1	$421K	Hold	14,320	–	–	0.25%	77
2024 Q4	$462K	Hold	14,320	–	–	0.26%	61
2024 Q3	$494K	Hold	14,320	–	–	0.28%	63
2024 Q2	$479K	Hold	14,320	–	–	0.28%	58
2024 Q1	$531K	Hold	14,320	–	–	0.32%	60
2023 Q4	$496K	Buy	14,320 +2,050	+17%	+$65.3K	0.34%	58
2023 Q3	$377K	Hold	12,270	–	–	0.29%	64
2023 Q2	$418K	Hold	12,270	–	–	0.29%	58
2023 Q1	$367K	Hold	12,270	–	–	0.29%	68
2022 Q4	$380K	Buy	+12,270	New	+$369K	0.34%	57

Other funds holding CSX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alpha Family Trust's CSX Position: Q2 2026 in Review

Alpha Family Trust held its CSX Corp (CSX) position steady in Q2 2026 at 12,270 shares worth $583K. The position accounts for 0.23% of the portfolio, ranked #70.

Alpha Family Trust first reported a position in CSX in Q4 2022 and has held it in 15 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Alpha Family Trust held 12,270 shares of CSX Corp worth $583K as of Q2 2026.
Alpha Family Trust left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.23% of Alpha Family Trust's portfolio in Q2 2026, its #70 holding.
Alpha Family Trust first reported a position in CSX Corp in Q4 2022 and has held it in 15 quarters since.
2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.