American Institute for Advanced Investment Management’s CSX Corp CSX Stock Holding History

American Institute for Advanced Investment Management’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	$300K	Hold	6,320	–	–	0.17%	130
2026 Q1	$259K	Hold	6,320	–	–	0.17%	135
2025 Q4	$229K	Hold	6,320	–	–	0.15%	139
2025 Q3	$224K	Hold	6,320	–	–	0.15%	137
2025 Q2	$206K	Buy	+6,320	New	+$190K	0.15%	137
2025 Q1	–	Sell	-6,320	Closed	-$204K	–	144
2024 Q4	$204K	Hold	6,320	–	–	0.15%	128
2024 Q3	$218K	Hold	6,320	–	–	0.16%	130
2024 Q2	$211K	Hold	6,320	–	–	0.16%	129
2024 Q1	$234K	Hold	6,320	–	–	0.19%	121
2023 Q4	$219K	Sell	6,320 -750	-11%	-$23.9K	0.19%	114
2023 Q3	$217K	Hold	7,070	–	–	0.2%	110
2023 Q2	$241K	Buy	+7,070	New	+$224K	0.21%	105
2023 Q1	–	Sell	-7,920	Closed	-$245K	–	103
2022 Q4	$245K	Hold	7,920	–	–	0.22%	97
2022 Q3	$211K	Hold	7,920	–	–	0.2%	96
2022 Q2	$230K	Hold	7,920	–	–	0.2%	102
2022 Q1	$297K	Hold	7,920	–	–	0.22%	95
2021 Q4	$298K	Hold	7,920	–	–	0.2%	98
2021 Q3	$236K	Hold	7,920	–	–	0.17%	110
2021 Q2	$250K	Hold	7,920	–	–	0.18%	104
2021 Q1	$255K	Hold	7,920	–	–	0.19%	95
2020 Q4	$240K	Sell	7,920 -105	-1%	-$3.02K	0.19%	95
2020 Q3	$208K	Buy	+8,025	New	+$198K	0.19%	90

Other funds holding CSX

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

American Institute for Advanced Investment Management's CSX Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its CSX Corp (CSX) position steady in Q2 2026 at 6,320 shares worth $300K. The position accounts for 0.17% of the portfolio, ranked #130.

American Institute for Advanced Investment Management first reported a position in CSX in Q3 2020 and has held it in 22 quarters since. 1,017 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

American Institute for Advanced Investment Management held 6,320 shares of CSX Corp worth $300K as of Q2 2026.
American Institute for Advanced Investment Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.17% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #130 holding.
American Institute for Advanced Investment Management first reported a position in CSX Corp in Q3 2020 and has held it in 22 quarters since.
1,017 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.