D.B. Root & Company’s CSX Corp CSX Stock Holding History

D.B. Root & Company’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	$910K	Sell	22,177 -2,175	-9%	-$85.2K	0.22%	70
2025 Q4	$883K	Sell	24,352 -8,268	-25%	-$296K	0.22%	67
2025 Q3	$1.16M	Sell	32,620 -9,441	-22%	-$322K	0.29%	56
2025 Q2	$1.37M	Sell	42,061 -119	-0.3%	-$3.58K	0.41%	42
2025 Q1	$1.24M	Sell	42,180 -9,342	-18%	-$297K	0.4%	43
2024 Q4	$1.66M	Buy	51,522 +1,780	+4%	+$61K	0.53%	33
2024 Q3	$1.72M	Buy	49,742 +4,369	+10%	+$148K	0.57%	30
2024 Q2	$1.52M	Buy	45,373 +4,535	+11%	+$154K	0.52%	32
2024 Q1	$1.51M	Buy	40,838 +1,310	+3%	+$47.8K	0.51%	45
2023 Q4	$1.37M	Buy	39,528 +13,599	+52%	+$433K	0.5%	47
2023 Q3	$797K	Buy	25,929 +794	+3%	+$25.2K	0.31%	86
2023 Q2	$857K	Buy	25,135 +629	+3%	+$19.9K	0.32%	85
2023 Q1	$734K	Buy	+24,506	New	+$753K	0.29%	91

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

D.B. Root & Company's CSX Position: Q1 2026 in Review

D.B. Root & Company reduced its CSX Corp (CSX) stake by 8.9% in Q1 2026, selling an estimated $85.2K and leaving 22,177 shares worth $910K. The position accounts for 0.22% of the portfolio, ranked #70.

D.B. Root & Company first reported a position in CSX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

D.B. Root & Company held 22,177 shares of CSX Corp worth $910K as of Q1 2026.
D.B. Root & Company sold 2,175 CSX Corp shares in Q1 2026, an estimated $85.2K.
CSX Corp made up 0.22% of D.B. Root & Company's portfolio in Q1 2026, its #70 holding.
D.B. Root & Company first reported a position in CSX Corp in Q1 2023 and has held it in 13 quarters since.
D.B. Root & Company's CSX Corp position peaked at $1.72M in Q3 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.