First Heartland Consultants’s CSX Corp CSX Stock Holding History

First Heartland Consultants’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	$239K	Sell	5,025 -6	-0.1%	-$271	0.02%	535
2026 Q1	$207K	Buy	+5,031	New	+$197K	0.02%	504
2024 Q4	–	Sell	-6,260	Closed	-$216K	–	458
2024 Q3	$216K	Hold	6,260	–	–	0.02%	419
2024 Q2	$209	Hold	6,260	–	–	0.01%	418
2024 Q1	$232K	Buy	+6,260	New	+$228K	0.02%	381
2023 Q3	–	Sell	-6,260	Closed	-$213K	–	381
2023 Q2	$213K	Buy	+6,260	New	+$198K	0.03%	348
2022 Q2	–	Sell	-6,602	Closed	-$247K	–	356
2022 Q1	$247K	Buy	6,602 +234	+4%	+$8.28K	0.04%	293
2021 Q4	$239	Buy	+6,368	New	+$225K	0.01%	324
2021 Q2	–	Sell	-9,669	Closed	-$311K	–	390
2021 Q1	$311K	Sell	9,669 -30	-0.3%	-$916	0.05%	282
2020 Q4	$293K	Buy	9,699 +72	+0.7%	+$2.07K	0.05%	247
2020 Q3	$249K	Sell	9,627 -1,269	-12%	-$31.3K	0.05%	240
2020 Q2	$253K	Sell	10,896 -267	-2%	-$5.91K	0.05%	233
2020 Q1	$213K	Sell	11,163 -3	-0%	-$70	0.05%	220
2019 Q4	$269K	Buy	11,166 +309	+3%	+$7.31K	0.05%	246
2019 Q3	$251K	Buy	10,857 +672	+7%	+$15.6K	0.05%	246
2019 Q2	$263K	Sell	10,185 -147	-1%	-$3.79K	0.06%	230
2019 Q1	$258K	Sell	10,332 -141	-1%	-$3.27K	0.07%	220
2018 Q4	$217K	Sell	10,473 -186	-2%	-$4.28K	0.08%	216
2018 Q3	$263K	Sell	10,659 -1,191	-10%	-$28.4K	0.08%	205
2018 Q2	$252K	Sell	11,850 -1,788	-13%	-$36.8K	0.09%	203
2018 Q1	$253K	Sell	13,638 -288	-2%	-$5.38K	0.08%	231
2017 Q4	$255K	Sell	13,926 -3,288	-19%	-$58.2K	0.08%	229
2017 Q3	$311K	Buy	17,214 +2,187	+15%	+$37.5K	0.08%	264
2017 Q2	$273K	Buy	15,027 +1,212	+9%	+$20.8K	0.07%	281
2017 Q1	$214K	Buy	+13,815	New	+$211K	0.06%	307

Other funds holding CSX

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

First Heartland Consultants's CSX Position: Q2 2026 in Review

First Heartland Consultants reduced its CSX Corp (CSX) stake by 0.12% in Q2 2026, selling an estimated $271 and leaving 5,025 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #535.

First Heartland Consultants first reported a position in CSX in Q1 2017 and has held it in 25 quarters since. The position peaked at $311K in Q1 2021. 620 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

First Heartland Consultants held 5,025 shares of CSX Corp worth $239K as of Q2 2026.
First Heartland Consultants sold 6 CSX Corp shares in Q2 2026, an estimated $271.
CSX Corp made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #535 holding.
First Heartland Consultants first reported a position in CSX Corp in Q1 2017 and has held it in 25 quarters since.
First Heartland Consultants's CSX Corp position peaked at $311K in Q1 2021.
620 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.