Bank of Montreal’s CSX Corp CSX Stock Holding History

Bank of Montreal’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	–	Sell	-48,000	Closed	-$1.7M	–	3645
2025 Q3	$1.7M	Sell	48,000 -2,000	-4%	-$68.3K	﹤0.01%	1725
2025 Q2	$1.63M	Buy	+50,000	New	+$1.5M	﹤0.01%	1661
2019 Q1	–	Sell	-51,600	Closed	-$1.07M	–	4389
2018 Q4	$1.07M	Sell	51,600 -62,400	-55%	-$1.44M	﹤0.01%	1855
2018 Q3	$2.81M	Buy	+114,000	New	+$2.72M	﹤0.01%	1486
2015 Q1	–	Sell	-3,000	Closed	-$36K	–	4002
2014 Q4	$36K	Hold	3,000	–	–	﹤0.01%	3154
2014 Q3	$32K	Hold	3,000	–	–	﹤0.01%	3296
2014 Q2	$31K	Hold	3,000	–	–	﹤0.01%	3402
2014 Q1	$29K	Hold	3,000	–	–	﹤0.01%	3348
2013 Q4	$29K	Hold	3,000	–	–	﹤0.01%	3089
2013 Q3	$26K	Hold	3,000	–	–	﹤0.01%	3105
2013 Q2	$23K	Buy	+3,000	New	+$24.6K	﹤0.01%	3023

Other funds holding CSX

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

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

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of Montreal's CSX Position: Q2 2026 in Review

Bank of Montreal increased its CSX Corp (CSX) stake by 11% in Q2 2026, buying an estimated $10.7M and bringing the position to 2,483,179 shares worth $118M. The position accounts for 0.04% of the portfolio, ranked #356.

Bank of Montreal first reported a position in CSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $226M in Q2 2024. 1,532 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Bank of Montreal held 2,483,179 shares of CSX Corp worth $118M as of Q2 2026.
Bank of Montreal bought 237,922 CSX Corp shares in Q2 2026, an estimated $10.7M.
CSX Corp made up 0.04% of Bank of Montreal's portfolio in Q2 2026, its #356 holding.
Bank of Montreal first reported a position in CSX Corp in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's CSX Corp position peaked at $226M in Q2 2024.
1,532 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.