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Chapman Financial Group’s CSX Corp CSX Stock Holding History

Chapman Financial Group’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 		$240K Hold
5,042
– – 0.16% 120
2026
Q1 		$207K Hold
5,042
– – 0.15% 125
2025
Q4 		$183K Hold
5,042
– – 0.12% 134
2025
Q3 		$179K Hold
5,042
– – 0.12% 135
2025
Q2 		$165K Buy
+5,042
New +$152K 0.14% 110
2024
Q4 		$163K Buy
+5,042
New +$173K 0.13% 111

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 $3.37T AUM 44.26% 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

Chapman Financial Group's CSX Position: Q2 2026 in Review

Chapman Financial Group held its CSX Corp (CSX) position steady in Q2 2026 at 5,042 shares worth $240K. The position accounts for 0.16% of the portfolio, ranked #120.

Chapman Financial Group first reported a position in CSX in Q4 2024 and has held it in 6 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Chapman Financial Group held 5,042 shares of CSX Corp worth $240K as of Q2 2026.
  • Chapman Financial Group left its CSX Corp share count unchanged in Q2 2026.
  • CSX Corp made up 0.16% of Chapman Financial Group's portfolio in Q2 2026, its #120 holding.
  • Chapman Financial Group first reported a position in CSX Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.