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Aull & Monroe Investment Management’s CSX Corp CSX Stock Holding History

Aull & Monroe 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 		$6.47M Sell
136,035
-150
-0.1% -$6.77K 2.7% 9
2026
Q1 		$5.59M Sell
136,185
-2,750
-2% -$108K 2.6% 8
2025
Q4 		$5.04M Buy
138,935
+667
+0.5% +$23.9K 2.52% 7
2025
Q3 		$4.91M Sell
138,268
-1,500
-1% -$51.2K 2.51% 8
2025
Q2 		$4.56M Sell
139,768
-18,773
-12% -$565K 2.45% 9
2025
Q1 		$4.67M Hold
158,541
– – 2.32% 12
2024
Q4 		$5.12M Sell
158,541
-10,335
-6% -$354K 2.61% 9
2024
Q3 		$5.83M Sell
168,876
-1,754
-1% -$59.5K 2.7% 7
2024
Q2 		$5.71M Sell
170,630
-5,900
-3% -$200K 2.79% 5
2024
Q1 		$6.54M Sell
176,530
-300
-0.2% -$10.9K 2.99% 4
2023
Q4 		$6.13M Sell
176,830
-1,415
-0.8% -$45.1K 3.03% 5
2023
Q3 		$5.48M Sell
178,245
-2,131
-1% -$67.5K 2.86% 7
2023
Q2 		$6.15M Hold
180,376
– – 3.1% 4
2023
Q1 		$5.4M Sell
180,376
-4,700
-3% -$144K 2.75% 6
2022
Q4 		$5.73M Sell
185,076
-4,920
-3% -$148K 2.85% 6
2022
Q3 		$5.06M Sell
189,996
-900
-0.5% -$28K 2.77% 7
2022
Q2 		$5.55M Sell
190,896
-848
-0.4% -$27.6K 2.81% 5
2022
Q1 		$7.18M Sell
191,744
-2,200
-1% -$77.8K 3.24% 3
2021
Q4 		$7.29M Sell
193,944
-3,498
-2% -$123K 3.25% 2
2021
Q3 		$5.87M Sell
197,442
-750
-0.4% -$24K 2.89% 4
2021
Q2 		$6.36M Hold
198,192
– – 3.02% 4
2021
Q1 		$6.37M Sell
198,192
-9,000
-4% -$275K 3.1% 4
2020
Q4 		$6.27M Sell
207,192
-300
-0.1% -$8.62K 3.34% 2
2020
Q3 		$5.37M Sell
207,492
-3,345
-2% -$82.5K 3.15% 5
2020
Q2 		$4.9M Sell
210,837
-12,225
-5% -$270K 3.03% 7
2020
Q1 		$4.26M Sell
223,062
-3,150
-1% -$73.6K 2.86% 8
2019
Q4 		$5.46M Sell
226,212
-450
-0.2% -$10.6K 2.77% 7
2019
Q3 		$5.23M Sell
226,662
-2,550
-1% -$59.4K 2.77% 8
2019
Q2 		$5.91M Sell
229,212
-4,500
-2% -$116K 3.14% 2
2019
Q1 		$5.83M Sell
233,712
-18,660
-7% -$432K 3.12% 2
2018
Q4 		$5.23M Sell
252,372
-19,395
-7% -$446K 2.98% 2
2018
Q3 		$6.71M Buy
271,767
+510
+0.2% +$12.1K 3.24% 2
2018
Q2 		$5.77M Sell
271,257
-4,500
-2% -$92.7K 2.96% 2
2018
Q1 		$5.12M Sell
275,757
-1,200
-0.4% -$22.4K 2.67% 5
2017
Q4 		$5.08M Sell
276,957
-16,350
-6% -$290K 2.56% 7
2017
Q3 		$5.3M Sell
293,307
-600
-0.2% -$10.3K 2.73% 4
2017
Q2 		$5.35M Sell
293,907
-3,900
-1% -$66.8K 2.86% 4
2017
Q1 		$4.62M Sell
297,807
-7,950
-3% -$121K 2.47% 6
2016
Q4 		$3.66M Sell
305,757
-600
-0.2% -$6.73K 2.06% 13
2016
Q3 		$3.11M Sell
306,357
-7,500
-2% -$70.9K 1.79% 15
2016
Q2 		$2.73M Sell
313,857
-2,016
-0.6% -$17.6K 1.57% 19
2016
Q1 		$2.71M Buy
315,873
+5,400
+2% +$43.8K 1.63% 19
2015
Q4 		$2.69M Sell
310,473
-4,800
-2% -$43.6K 1.67% 16
2015
Q3 		$2.83M Sell
315,273
-1,008
-0.3% -$9.89K 1.83% 15
2015
Q2 		$3.32M Sell
316,281
-6,159
-2% -$71.4K 1.95% 12
2015
Q1 		$3.56M Sell
322,440
-3,300
-1% -$37.9K 2% 11
2014
Q4 		$3.93M Sell
325,740
-23,100
-7% -$270K 2.14% 10
2014
Q3 		$3.73M Buy
348,840
+7,494
+2% +$77.3K 1.98% 14
2014
Q2 		$3.5M Buy
341,346
+12,600
+4% +$123K 1.87% 14
2014
Q1 		$3.17M Buy
328,746
+600
+0.2% +$5.57K 1.81% 16
2013
Q4 		$3.15M Buy
328,146
+9,300
+3% +$83.3K 1.84% 17
2013
Q3 		$2.74M Buy
318,846
+53,100
+20% +$446K 1.77% 17
2013
Q2 		$2.05M Buy
+265,746
New +$2.18M 1.38% 25

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aull & Monroe Investment Management's CSX Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its CSX Corp (CSX) stake by 0.11% in Q2 2026, selling an estimated $6.77K and leaving 136,035 shares worth $6.47M. The position accounts for 2.7% of the portfolio, ranked #9.

Aull & Monroe Investment Management first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.29M in Q4 2021. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Aull & Monroe Investment Management held 136,035 shares of CSX Corp worth $6.47M as of Q2 2026.
  • Aull & Monroe Investment Management sold 150 CSX Corp shares in Q2 2026, an estimated $6.77K.
  • CSX Corp made up 2.7% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #9 holding.
  • Aull & Monroe Investment Management first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's CSX Corp position peaked at $7.29M in Q4 2021.
  • 907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.