Cape Investment Advisory’s CSX Corp CSX Stock Holding History

Cape Investment Advisory’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	–	Sell	-1,606	Closed	-$58.2K	–	413
2025 Q4	$58.2K	Buy	1,606 +1,374	+592%	+$49.2K	0.02%	385
2025 Q3	$8.24K	Sell	232 -917	-80%	-$31.3K	0.01%	443
2025 Q2	$37.5K	Hold	1,149	–	–	0.01%	408
2025 Q1	$33.8K	Sell	1,149 -6	-0.5%	-$191	0.01%	397
2024 Q4	$37.3K	Buy	1,155 +43	+4%	+$1.48K	0.01%	372
2024 Q3	$38.4K	Buy	1,112 +62	+6%	+$2.1K	0.02%	355
2024 Q2	$35.1K	Hold	1,050	–	–	0.02%	349
2024 Q1	$38.9K	Hold	1,050	–	–	0.02%	341
2023 Q4	$36.4K	Hold	1,050	–	–	0.02%	409
2023 Q3	$32.3K	Hold	1,050	–	–	0.02%	365
2023 Q2	$35.8K	Hold	1,050	–	–	0.02%	344
2023 Q1	$31.4K	Buy	+1,050	New	+$32.3K	0.02%	345

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Cape Investment Advisory's CSX Position: Q1 2026 in Review

Cape Investment Advisory sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 1,606 shares — an estimated $58.2K sold.

Cape Investment Advisory first reported a position in CSX in Q1 2023 and held it in 12 quarters. The position peaked at $58.2K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Cape Investment Advisory reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 1,606 CSX Corp shares in Q1 2026, an estimated $58.2K.
Cape Investment Advisory first reported a position in CSX Corp in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's CSX Corp position peaked at $58.2K in Q4 2025.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.