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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
Q2 		$96.7K Buy
+2,034
New +$91.8K 0.03% 353
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cape Investment Advisory's CSX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in CSX Corp (CSX) in Q2 2026: 2,034 shares worth $96.7K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CSX as recently as Q4 2025.

Cape Investment Advisory first reported a position in CSX in Q1 2023 and has held it in 13 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Cape Investment Advisory held 2,034 shares of CSX Corp worth $96.7K as of Q2 2026.
  • CSX Corp was a new Cape Investment Advisory position in Q2 2026.
  • CSX Corp made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #353 holding.
  • Cape Investment Advisory first reported a position in CSX Corp in Q1 2023 and has held it in 13 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.