Charter Research & Investment Group’s CSX Corp CSX Stock Holding History

Charter Research & Investment 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 Q1	$214K	Buy	+5,221	New	+$205K	0.14%	85
2024 Q1	–	Sell	-6,264	Closed	-$217K	–	85
2023 Q4	$217K	Buy	+6,264	New	+$200K	0.18%	77
2023 Q3	–	Sell	-6,791	Closed	-$232K	–	75
2023 Q2	$232K	Hold	6,791	–	–	0.19%	72
2023 Q1	$203K	Hold	6,791	–	–	0.18%	76
2022 Q4	$210K	Buy	+6,791	New	+$204K	0.2%	74
2022 Q2	–	Sell	-6,804	Closed	-$255K	–	80
2022 Q1	$255K	Buy	6,804 +94	+1%	+$3.33K	0.21%	74
2021 Q4	$252K	Buy	+6,710	New	+$237K	0.2%	75
2020 Q4	–	Sell	-8,640	Closed	-$224K	–	79
2020 Q3	$224K	Hold	8,640	–	–	0.25%	69
2020 Q2	$201K	Buy	+8,640	New	+$191K	0.23%	72
2020 Q1	–	Sell	-8,640	Closed	-$208K	–	75
2019 Q4	$208K	Buy	+8,640	New	+$204K	0.21%	76
2019 Q3	–	Sell	-9,600	Closed	-$248K	–	76
2019 Q2	$248K	Hold	9,600	–	–	0.28%	71
2019 Q1	$239K	Sell	9,600 -999	-9%	-$23.1K	0.26%	76
2018 Q4	$220K	Hold	10,599	–	–	0.28%	73
2018 Q3	$262K	Hold	10,599	–	–	0.29%	66
2018 Q2	$225K	Buy	+10,599	New	+$218K	0.26%	70

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

Charter Research & Investment Group's CSX Position: Q1 2026 in Review

Charter Research & Investment Group opened a new position in CSX Corp (CSX) in Q1 2026: 5,221 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #85 among its holdings. This is a return to the name: Charter Research & Investment Group previously reported a position in CSX as recently as Q4 2023.

Charter Research & Investment Group first reported a position in CSX in Q2 2018 and has held it in 15 quarters since. The position peaked at $262K in Q3 2018. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Charter Research & Investment Group held 5,221 shares of CSX Corp worth $214K as of Q1 2026.
CSX Corp was a new Charter Research & Investment Group position in Q1 2026.
CSX Corp made up 0.14% of Charter Research & Investment Group's portfolio in Q1 2026, its #85 holding.
Charter Research & Investment Group first reported a position in CSX Corp in Q2 2018 and has held it in 15 quarters since.
Charter Research & Investment Group's CSX Corp position peaked at $262K in Q3 2018.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.