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Bruce G. Allen Investments’s CSX Corp CSX Stock Holding History

Bruce G. Allen Investments’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
Q1 		$81.4K Sell
1,984
-773
-28% -$30.3K 0.05% 185
2025
Q4 		$99.9K Sell
2,757
-70
-2% -$2.5K 0.07% 158
2025
Q3 		$100K Sell
2,827
-799
-22% -$27.3K 0.07% 156
2025
Q2 		$118K Sell
3,626
-738
-17% -$22.2K 0.09% 132
2025
Q1 		$128K Buy
4,364
+638
+17% +$20.3K 0.1% 118
2024
Q4 		$120K Sell
3,726
-34
-0.9% -$1.17K 0.1% 127
2024
Q3 		$130K Buy
3,760
+68
+2% +$2.31K 0.1% 129
2024
Q2 		$123K Sell
3,692
-27
-0.7% -$917 0.1% 126
2024
Q1 		$138K Buy
3,719
+146
+4% +$5.33K 0.11% 116
2023
Q4 		$124K Buy
+3,573
New +$114K 0.11% 119

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bruce G. Allen Investments's CSX Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its CSX Corp (CSX) stake by 28% in Q1 2026, selling an estimated $30.3K and leaving 1,984 shares worth $81.4K. The position accounts for 0.05% of the portfolio, ranked #185.

Bruce G. Allen Investments first reported a position in CSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $138K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Bruce G. Allen Investments held 1,984 shares of CSX Corp worth $81.4K as of Q1 2026.
  • Bruce G. Allen Investments sold 773 CSX Corp shares in Q1 2026, an estimated $30.3K.
  • CSX Corp made up 0.05% of Bruce G. Allen Investments's portfolio in Q1 2026, its #185 holding.
  • Bruce G. Allen Investments first reported a position in CSX Corp in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's CSX Corp position peaked at $138K in Q1 2024.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.