Cornerstone Advisors’s CSX Corp CSX Stock Holding History

Cornerstone Advisors’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	-87,600	Closed	-$3.18M	–	118
2025 Q4	$3.18M	Sell	87,600 -122,800	-58%	-$4.39M	0.11%	137
2025 Q3	$7.47M	Hold	210,400	–	–	0.25%	96
2025 Q2	$6.87M	Buy	210,400 +63,300	+43%	+$1.9M	0.24%	104
2025 Q1	$4.33M	Hold	147,100	–	–	0.19%	126
2024 Q4	$4.75M	Buy	147,100 +3,400	+2%	+$117K	0.19%	115
2024 Q3	$4.96M	Buy	143,700 +1,400	+1%	+$47.5K	0.2%	120
2024 Q2	$4.76M	Hold	142,300	–	–	0.19%	118
2024 Q1	$5.28M	Sell	142,300 -29,000	-17%	-$1.06M	0.22%	116
2023 Q4	$5.94M	Sell	171,300 -39,300	-19%	-$1.25M	0.26%	102
2023 Q3	$6.48M	Sell	210,600 -85,400	-29%	-$2.71M	0.3%	87
2023 Q2	$10.1M	Hold	296,000	–	–	0.48%	54
2023 Q1	$8.86M	Hold	296,000	–	–	0.41%	61
2022 Q4	$9.17M	Hold	296,000	–	–	0.45%	62
2022 Q3	$7.88M	Buy	296,000 +40,000	+16%	+$1.24M	0.39%	72
2022 Q2	$7.44M	Buy	256,000 +55,000	+27%	+$1.79M	0.39%	72
2022 Q1	$7.53M	Hold	201,000	–	–	0.44%	66
2021 Q4	$7.56M	Hold	201,000	–	–	0.41%	65
2021 Q3	$5.98M	Hold	201,000	–	–	0.35%	80
2021 Q2	$6.45M	Buy	201,000 +132,000	+191%	+$4.35M	0.38%	75
2021 Q1	$2.22M	Sell	69,000 -9,000	-12%	-$275K	0.19%	119
2020 Q4	$2.36M	Hold	78,000	–	–	0.21%	106
2020 Q3	$2.02M	Hold	78,000	–	–	0.18%	118
2020 Q2	$1.81M	Sell	78,000 -164,700	-68%	-$3.64M	0.17%	128
2020 Q1	$4.64M	Hold	242,700	–	–	0.51%	47
2019 Q4	$5.85M	Buy	+242,700	New	+$5.74M	0.48%	59
2019 Q1	$6.05M	Hold	242,700	–	–	0.49%	57
2018 Q4	$5.03M	Hold	242,700	–	–	0.44%	61
2018 Q3	$5.99M	Buy	242,700 +84,000	+53%	+$2M	0.43%	64
2018 Q2	$3.37M	Hold	158,700	–	–	0.41%	70
2018 Q1	$2.95M	Hold	158,700	–	–	0.35%	85
2017 Q4	$2.91M	Hold	158,700	–	–	0.33%	87
2017 Q3	$2.87M	Buy	158,700 +98,700	+165%	+$1.69M	0.33%	91
2017 Q2	$1.09M	Buy	+60,000	New	+$1.03M	0.2%	130
2016 Q1	–	Sell	-33,000	Closed	-$285K	–	210
2015 Q4	$285K	Sell	33,000 -36,000	-52%	-$327K	0.07%	194
2015 Q3	$619K	Buy	69,000 +9,000	+15%	+$88.3K	0.15%	160
2015 Q2	$653K	Hold	60,000	–	–	0.15%	145
2015 Q1	$662K	Hold	60,000	–	–	0.14%	157
2014 Q4	$725K	Hold	60,000	–	–	0.14%	175
2014 Q3	$641K	Hold	60,000	–	–	0.13%	180
2014 Q2	$616K	Hold	60,000	–	–	0.12%	186
2014 Q1	$579K	Buy	60,000 +36,000	+150%	+$334K	0.14%	186
2013 Q4	$230K	Buy	+24,000	New	+$215K	0.06%	235

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

Cornerstone Advisors's CSX Position: Q1 2026 in Review

Cornerstone Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 87,600 shares — an estimated $3.18M sold.

Cornerstone Advisors first reported a position in CSX in Q4 2013 and held it in 42 quarters. The position peaked at $10.1M in Q2 2023. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Cornerstone Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Cornerstone Advisors sold 87,600 CSX Corp shares in Q1 2026, an estimated $3.18M.
Cornerstone Advisors first reported a position in CSX Corp in Q4 2013 and held it in 42 quarters.
Cornerstone Advisors's CSX Corp position peaked at $10.1M in Q2 2023.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.