Excalibur Management’s CSX Corp CSX Stock Holding History

Excalibur 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 Q2	$208K	Buy	+4,386	New	+$198K	0.07%	167
2023 Q4	–	Sell	-7,386	Closed	-$227K	–	162
2023 Q3	$227K	Sell	7,386 -2,000	-21%	-$63.4K	0.12%	136
2023 Q2	$320K	Hold	9,386	–	–	0.16%	116
2023 Q1	$281K	Sell	9,386 -3,685	-28%	-$113K	0.15%	126
2022 Q4	$405K	Hold	13,071	–	–	0.21%	100
2022 Q3	$348K	Sell	13,071 -4,500	-26%	-$140K	0.19%	104
2022 Q2	$511K	Hold	17,571	–	–	0.27%	87
2022 Q1	$658K	Buy	17,571 +11,985	+215%	+$424K	0.29%	81
2021 Q4	$210K	Buy	+5,586	New	+$197K	0.08%	153

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Excalibur Management's CSX Position: Q2 2026 in Review

Excalibur Management opened a new position in CSX Corp (CSX) in Q2 2026: 4,386 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #167 among its holdings. This is a return to the name: Excalibur Management previously reported a position in CSX as recently as Q3 2023.

Excalibur Management first reported a position in CSX in Q4 2021 and has held it in 9 quarters since. The position peaked at $658K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Excalibur Management held 4,386 shares of CSX Corp worth $208K as of Q2 2026.
CSX Corp was a new Excalibur Management position in Q2 2026.
CSX Corp made up 0.07% of Excalibur Management's portfolio in Q2 2026, its #167 holding.
Excalibur Management first reported a position in CSX Corp in Q4 2021 and has held it in 9 quarters since.
Excalibur Management's CSX Corp position peaked at $658K in Q1 2022.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.