Formidable Asset Management’s CSX Corp CSX Stock Holding History

Formidable Asset 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	$567K	Buy	13,812 +3,002	+28%	+$136K	0.09%	208
2026 Q1	$392K	Buy	10,810 +1	+0%	+$39	0.06%	265
2025 Q4	$384K	Buy	10,809 +2	+0%	+$72	0.06%	288
2025 Q3	$353K	Buy	10,807 +1	+0%	+$34	0.06%	298
2025 Q2	$318K	Hold	10,806	–	–	0.05%	301
2025 Q1	$318K	Sell	10,806 -564	-5%	-$17.9K	0.05%	300
2024 Q4	$367K	Buy	11,370 +1	+0%	+$34	0.06%	272
2024 Q3	$393K	Sell	11,369 -440	-4%	-$14.9K	0.06%	255
2024 Q2	$395K	Buy	11,809 +574	+5%	+$19.5K	0.06%	267
2024 Q1	$416K	Hold	11,235	–	–	0.07%	246
2023 Q4	$390K	Sell	11,235 -1,000	-8%	-$31.9K	0.08%	196
2023 Q3	$376K	Hold	12,235	–	–	0.08%	202
2023 Q2	$417K	Hold	12,235	–	–	0.09%	190
2023 Q1	$366K	Hold	12,235	–	–	0.08%	204
2022 Q4	$379K	Hold	12,235	–	–	0.09%	198
2022 Q3	$352K	Sell	12,235 -984	-7%	-$30.6K	0.08%	199
2022 Q2	$391K	Hold	13,219	–	–	0.09%	198
2022 Q1	$495K	Hold	13,219	–	–	0.09%	185
2021 Q4	$497K	Hold	13,219	–	–	0.1%	189
2021 Q3	$393K	Buy	13,219 +1,000	+8%	+$32K	0.07%	228
2021 Q2	$390K	Hold	12,219	–	–	0.08%	197
2021 Q1	$393K	Buy	12,219 +108	+0.9%	+$3.3K	0.09%	187
2020 Q4	$364K	Hold	12,111	–	–	0.08%	188
2020 Q3	$313K	Buy	12,111 +2,622	+28%	+$64.7K	0.09%	174
2020 Q2	$221K	Buy	+9,489	New	+$210K	0.07%	219
2020 Q1	–	Sell	-9,621	Closed	-$234K	–	229
2019 Q4	$234K	Buy	+9,621	New	+$228K	0.07%	186
2016 Q1	–	Sell	-4,500	Closed	-$36K	–	503
2015 Q4	$36K	Hold	4,500	–	–	0.02%	251
2015 Q3	$40K	Hold	4,500	–	–	0.03%	253
2015 Q2	$49K	Hold	4,500	–	–	0.03%	217
2015 Q1	$54K	Hold	4,500	–	–	0.04%	194
2014 Q4	$54K	Hold	4,500	–	–	0.04%	188
2014 Q3	$53K	Hold	4,500	–	–	0.04%	186
2014 Q2	$46K	Hold	4,500	–	–	0.03%	213
2014 Q1	$42K	Hold	4,500	–	–	0.03%	201
2013 Q4	$41K	Hold	4,500	–	–	0.03%	214
2013 Q3	$39K	Buy	+4,500	New	+$37.8K	0.03%	188

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Formidable Asset Management's CSX Position: Q2 2026 in Review

Formidable Asset Management increased its CSX Corp (CSX) stake by 28% in Q2 2026, buying an estimated $136K and bringing the position to 13,812 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #208.

Formidable Asset Management first reported a position in CSX in Q3 2013 and has held it in 36 quarters since. 388 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Formidable Asset Management held 13,812 shares of CSX Corp worth $567K as of Q2 2026.
Formidable Asset Management bought 3,002 CSX Corp shares in Q2 2026, an estimated $136K.
CSX Corp made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #208 holding.
Formidable Asset Management first reported a position in CSX Corp in Q3 2013 and has held it in 36 quarters since.
388 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.