Forte Capital’s CSX Corp CSX Stock Holding History

Forte Capital’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
2025 Q2	$329K	Hold	10,075	–	–	0.04%	207
2025 Q1	$297K	Buy	10,075 +595	+6%	+$18.9K	0.04%	207
2024 Q4	$306K	Hold	9,480	–	–	0.03%	200
2024 Q3	$327K	Hold	9,480	–	–	0.04%	197
2024 Q2	$317K	Hold	9,480	–	–	0.04%	190
2024 Q1	$351K	Hold	9,480	–	–	0.04%	183
2023 Q4	$329K	Hold	9,480	–	–	0.05%	185
2023 Q3	$292K	Sell	9,480 -234	-2%	-$7.41K	0.04%	175
2023 Q2	$331K	Hold	9,714	–	–	0.05%	166
2023 Q1	$291K	Hold	9,714	–	–	0.04%	175
2022 Q4	$301K	Buy	9,714 +234	+2%	+$7.04K	0.05%	166
2022 Q3	$253K	Hold	9,480	–	–	0.05%	167
2022 Q2	$275K	Sell	9,480 -1,080	-10%	-$35.2K	0.05%	167
2022 Q1	$397K	Hold	10,560	–	–	0.05%	164
2021 Q4	$397K	Sell	10,560 -840	-7%	-$29.6K	0.05%	164
2021 Q3	$339K	Hold	11,400	–	–	0.05%	172
2021 Q2	$366K	Sell	11,400 -75	-0.7%	-$2.47K	0.05%	171
2021 Q1	$369K	Buy	11,475 +75	+0.7%	+$2.29K	0.06%	160
2020 Q4	$345K	Hold	11,400	–	–	0.05%	160
2020 Q3	$295K	Hold	11,400	–	–	0.05%	158
2020 Q2	$265K	Buy	+11,400	New	+$252K	0.06%	152
2018 Q1	–	Sell	-11,961	Closed	-$219K	–	100
2017 Q4	$219K	Hold	11,961	–	–	0.07%	158
2017 Q3	$216K	Buy	11,961 +3	+0%	+$51	0.07%	155
2017 Q2	$217K	Buy	+11,958	New	+$205K	0.07%	149

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forte Capital's CSX Position: Q2 2025 in Review

Forte Capital held its CSX Corp (CSX) position steady in Q2 2025 at 10,075 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #207.

Forte Capital first reported a position in CSX in Q2 2017 and has held it in 24 quarters since. The position peaked at $397K in Q1 2022. 1,699 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

Forte Capital held 10,075 shares of CSX Corp worth $329K as of Q2 2025.
Forte Capital left its CSX Corp share count unchanged in Q2 2025.
CSX Corp made up 0.04% of Forte Capital's portfolio in Q2 2025, its #207 holding.
Forte Capital first reported a position in CSX Corp in Q2 2017 and has held it in 24 quarters since.
Forte Capital's CSX Corp position peaked at $397K in Q1 2022.
1,699 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.