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Forum Financial Management’s CSX Corp CSX Stock Holding History

Forum Financial 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
Q1 		– Sell
-26,522
Closed -$961K – 494
2025
Q4 		$961K Buy
26,522
+5
+0% +$179 0.01% 258
2025
Q3 		$942K Buy
26,517
+4,142
+19% +$141K 0.01% 253
2025
Q2 		$730K Buy
22,375
+2,171
+11% +$65.3K 0.01% 289
2025
Q1 		$595K Buy
20,204
+108
+0.5% +$3.43K 0.01% 315
2024
Q4 		$648K Buy
20,096
+1,080
+6% +$37K 0.01% 300
2024
Q3 		$657K Buy
19,016
+125
+0.7% +$4.24K 0.01% 260
2024
Q2 		$632K Buy
18,891
+56
+0.3% +$1.9K 0.01% 245
2024
Q1 		$698K Sell
18,835
-24
-0.1% -$876 0.01% 249
2023
Q4 		$654K Sell
18,859
-5,394
-22% -$172K 0.01% 229
2023
Q3 		$746K Buy
24,253
+208
+0.9% +$6.59K 0.02% 200
2023
Q2 		$820K Buy
24,045
+6,253
+35% +$198K 0.02% 186
2023
Q1 		$533K Sell
17,792
-69
-0.4% -$2.12K 0.02% 249
2022
Q4 		$553K Buy
17,861
+451
+3% +$13.6K 0.02% 232
2022
Q3 		$464K Hold
17,410
– – 0.02% 232
2022
Q2 		$506K Sell
17,410
-749
-4% -$24.4K 0.03% 234
2022
Q1 		$680K Buy
18,159
+744
+4% +$26.3K 0.03% 187
2021
Q4 		$655K Buy
+17,415
New +$614K 0.03% 188

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forum Financial Management's CSX Position: Q1 2026 in Review

Forum Financial Management sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 26,522 shares — an estimated $961K sold.

Forum Financial Management first reported a position in CSX in Q4 2021 and held it in 17 quarters. The position peaked at $961K in Q4 2025. 1,872 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Forum Financial Management reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 26,522 CSX Corp shares in Q1 2026, an estimated $961K.
  • Forum Financial Management first reported a position in CSX Corp in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's CSX Corp position peaked at $961K in Q4 2025.
  • 1,872 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.