Carderock Capital Management’s CSX Corp CSX Stock Holding History

Carderock Capital Management’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 Q3	$265K	Hold	5,700	–	–	0.06%	67
2026 Q2	$271K	Hold	5,700	–	–	0.06%	63
2026 Q1	$234K	Hold	5,700	–	–	0.06%	68
2025 Q4	$207K	Hold	5,700	–	–	0.05%	68
2025 Q3	$202K	Hold	5,700	–	–	0.05%	72
2025 Q2	$186K	Buy	+5,700	New	+$172K	0.05%	76
2025 Q1	–	Sell	-6,650	Closed	-$215K	–	71
2024 Q4	$215K	Hold	6,650	–	–	0.05%	70
2024 Q3	$230K	Sell	6,650 -200	-3%	-$6.79K	0.05%	69
2024 Q2	$229K	Hold	6,850	–	–	0.06%	64
2024 Q1	$254K	Sell	6,850 -550	-7%	-$20.1K	0.07%	59
2023 Q4	$257K	Hold	7,400	–	–	0.07%	57
2023 Q3	$228K	Hold	7,400	–	–	0.08%	55
2023 Q2	$252K	Hold	7,400	–	–	0.08%	56
2023 Q1	$222K	Sell	7,400 -600	-8%	-$18.4K	0.08%	59
2022 Q4	$248K	Sell	8,000 -1,008	-11%	-$30.3K	0.1%	60
2022 Q3	$240K	Buy	+9,008	New	+$280K	0.12%	62
2022 Q2	–	Sell	-5,500	Closed	-$206K	–	68
2022 Q1	$206K	Sell	5,500 -500	-8%	-$17.7K	0.07%	71
2021 Q4	$226K	Hold	6,000	–	–	0.05%	76
2021 Q3	$178K	Buy	+6,000	New	+$192K	0.05%	78
2021 Q1	–	Sell	-6,900	Closed	-$209K	–	79
2020 Q4	$209K	Buy	+6,900	New	+$198K	0.06%	72

Other funds holding CSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carderock Capital Management's CSX Position: Q3 2026 in Review

Carderock Capital Management held its CSX Corp (CSX) position steady in Q3 2026 at 5,700 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #67.

Carderock Capital Management first reported a position in CSX in Q4 2020 and has held it in 20 quarters since. The position peaked at $271K in Q2 2026. 1,149 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Carderock Capital Management held 5,700 shares of CSX Corp worth $265K as of Q3 2026.
Carderock Capital Management left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.06% of Carderock Capital Management's portfolio in Q3 2026, its #67 holding.
Carderock Capital Management first reported a position in CSX Corp in Q4 2020 and has held it in 20 quarters since.
Carderock Capital Management's CSX Corp position peaked at $271K in Q2 2026.
1,149 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Carderock Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.