Aspen Investment Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.16M Sell
45,386
-73
-0.2% -$3.3K 0.58% 51
2026
Q1
$1.87M Sell
45,459
-925
-2% -$36.3K 0.57% 58
2025
Q4
$1.68M Sell
46,384
-1,799
-4% -$64.4K 0.51% 61
2025
Q3
$1.71M Buy
48,183
+1
+0% +$34 0.66% 45
2025
Q2
$1.57M Sell
48,182
-741
-2% -$22.3K 0.66% 48
2025
Q1
$1.44M Sell
48,923
-5,814
-11% -$185K 0.66% 50
2024
Q4
$1.77M Sell
54,737
-6,971
-11% -$239K 0.82% 32
2024
Q3
$2.13M Hold
61,708
0.99% 24
2024
Q2
$2.06M Sell
61,708
-1,130
-2% -$38.4K 1.03% 24
2024
Q1
$2.33M Sell
62,838
-1,049
-2% -$38.3K 1.18% 21
2023
Q4
$2.21M Sell
63,887
-140
-0.2% -$4.46K 1.24% 21
2023
Q3
$1.97M Hold
64,027
1.19% 21
2023
Q2
$2.18M Sell
64,027
-1,422
-2% -$45K 1.3% 19
2023
Q1
$1.96M Sell
65,449
-315
-0.5% -$9.68K 1.25% 21
2022
Q4
$2.04M Sell
65,764
-150
-0.2% -$4.51K 1.33% 20
2022
Q3
$1.76M Hold
65,914
1.17% 23
2022
Q2
$1.92M Sell
65,914
-23
-0% -$750 1.2% 22
2022
Q1
$2.47M Buy
65,937
+200
+0.3% +$7.08K 1.3% 20
2021
Q4
$2.47M Buy
65,737
+1,037
+2% +$36.6K 1.22% 23
2021
Q3
$1.92M Sell
64,700
-490
-0.8% -$15.7K 1.02% 28
2021
Q2
$2.09M Buy
65,190
+360
+0.6% +$11.9K 1.09% 24
2021
Q1
$2.08M Buy
64,830
+1,620
+3% +$49.4K 1.16% 23
2020
Q4
$1.91M Buy
63,210
+300
+0.5% +$8.62K 1.13% 24
2020
Q3
$1.63M Buy
62,910
+405
+0.6% +$9.99K 1.09% 26
2020
Q2
$1.45M Sell
62,505
-690
-1% -$15.3K 1.04% 27
2020
Q1
$1.21M Sell
63,195
-3,735
-6% -$87.2K 1.05% 25
2019
Q4
$1.61M Hold
66,930
1.01% 30
2019
Q3
$1.54M Hold
66,930
1.03% 25
2019
Q2
$1.73M Buy
66,930
+525
+0.8% +$13.5K 1.14% 23
2019
Q1
$1.66M Sell
66,405
-1,260
-2% -$29.2K 1.16% 22
2018
Q4
$1.4M Hold
67,665
1.12% 22
2018
Q3
$1.67M Buy
67,665
+420
+0.6% +$10K 1.1% 21
2018
Q2
$1.43M Buy
67,245
+525
+0.8% +$10.8K 0.99% 27
2018
Q1
$1.24M Sell
66,720
-3,858
-5% -$72.1K 0.89% 30
2017
Q4
$1.29M Sell
70,578
-870
-1% -$15.4K 0.92% 30
2017
Q3
$1.29M Buy
71,448
+450
+0.6% +$7.72K 0.96% 29
2017
Q2
$1.29M Hold
70,998
0.97% 25
2017
Q1
$1.1M Hold
70,998
0.82% 29
2016
Q4
$850K Buy
70,998
+750
+1% +$8.41K 0.64% 39
2016
Q3
$714K Buy
70,248
+1,410
+2% +$13.3K 0.57% 42
2016
Q2
$598K Sell
68,838
-2,100
-3% -$18.3K 0.49% 51
2016
Q1
$609K Sell
70,938
-2,400
-3% -$19.5K 0.56% 48
2015
Q4
$634K Hold
73,338
0.63% 49
2015
Q3
$658K Sell
73,338
-1,800
-2% -$17.7K 0.64% 46
2015
Q2
$818K Sell
75,138
-900
-1% -$10.4K 0.69% 43
2015
Q1
$839K Buy
76,038
+75
+0.1% +$862 0.67% 41
2014
Q4
$917K Sell
75,963
-1,725
-2% -$20.2K 0.77% 37
2014
Q3
$830K Sell
77,688
-62,340
-45% -$643K 0.69% 39
2014
Q2
$1.44M Sell
140,028
-14,970
-10% -$146K 0.88% 35
2014
Q1
$1.5M Buy
154,998
+690
+0.4% +$6.4K 0.95% 31
2013
Q4
$1.48M Sell
154,308
-20,790
-12% -$186K 0.99% 30
2013
Q3
$1.5M Hold
175,098
1.06% 28
2013
Q2
$1.35M Buy
+175,098
New +$1.44M 0.92% 31

Other funds holding CSX

Aspen Investment Management's CSX Position: Q2 2026 in Review

Aspen Investment Management reduced its CSX Corp (CSX) stake by 0.16% in Q2 2026, selling an estimated $3.3K and leaving 45,386 shares worth $2.16M. The position accounts for 0.58% of the portfolio, ranked #51.

Aspen Investment Management first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.47M in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Aspen Investment Management held 45,386 shares of CSX Corp worth $2.16M as of Q2 2026.
  • Aspen Investment Management sold 73 CSX Corp shares in Q2 2026, an estimated $3.3K.
  • CSX Corp made up 0.58% of Aspen Investment Management's portfolio in Q2 2026, its #51 holding.
  • Aspen Investment Management first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's CSX Corp position peaked at $2.47M in Q4 2021.
  • 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.