Beacon Capital Management LLC (Tennessee)’s CSX Corp CSX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-501	Closed	-$16.4K	–	311
2025 Q2	$16.4K	Buy	501 +1	+0.2%	+$30	﹤0.01%	536
2025 Q1	$14.7K	Buy	500 +2	+0.4%	+$64	﹤0.01%	545
2024 Q4	$16.1K	Sell	498 -343	-41%	-$11.8K	﹤0.01%	509
2024 Q3	$29K	Buy	841 +135	+19%	+$4.58K	﹤0.01%	419
2024 Q2	$23.6K	Buy	706 +168	+31%	+$5.71K	﹤0.01%	421
2024 Q1	$19.9K	Buy	538 +176	+49%	+$6.42K	﹤0.01%	451
2023 Q4	$11.1K	Hold	362	–	–	﹤0.01%	499
2023 Q3	$12.3K	Hold	362	–	–	﹤0.01%	502
2023 Q2	$12.3K	Hold	362	–	–	﹤0.01%	502
2023 Q1	$10.8K	Hold	362	–	–	﹤0.01%	483
2022 Q4	$11.2K	Hold	362	–	–	﹤0.01%	483
2022 Q3	$11K	Hold	362	–	–	﹤0.01%	463
2022 Q2	$14K	Hold	362	–	–	﹤0.01%	465
2022 Q1	$14K	Buy	+362	New	+$12.8K	﹤0.01%	465

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CSX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of CSX Corp (CSX) in Q3 2025, closing a stake of 501 shares — an estimated $16.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CSX in Q1 2022 and held it in 14 quarters. The position peaked at $29K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining CSX Corp position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 501 CSX Corp shares in Q3 2025, an estimated $16.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in CSX Corp in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s CSX Corp position peaked at $29K in Q3 2024.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.