Fulcrum Asset Management’s CSX Corp CSX Stock Holding History

Fulcrum 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	$569K	Hold	11,860	–	–	0.06%	266
2026 Q1	$472K	Hold	11,860	–	–	0.07%	135
2025 Q4	$432K	Hold	11,860	–	–	0.12%	99
2025 Q3	$421K	Sell	11,860 -834	-7%	-$28.5K	0.12%	99
2025 Q2	$414K	Buy	+12,694	New	+$382K	0.12%	111
2022 Q1	–	Hold	0	–	–	–	15
2021 Q4	–	Hold	0	–	–	–	34
2021 Q3	–	Hold	0	–	–	–	34
2021 Q2	–	Hold	0	–	–	–	43
2021 Q1	–	Hold	0	–	–	–	22
2020 Q4	–	Hold	0	–	–	–	131
2020 Q3	–	Sell	-20,151	Closed	-$501K	–	138
2020 Q2	$501K	Buy	+20,151	New	+$446K	0.17%	133

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

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

Fulcrum Asset Management held its CSX Corp (CSX) position steady in Q2 2026 at 11,860 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #266.

Fulcrum Asset Management first reported a position in CSX in Q2 2020 and has held it in 6 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Fulcrum Asset Management held 11,860 shares of CSX Corp worth $569K as of Q2 2026.
Fulcrum Asset Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.06% of Fulcrum Asset Management's portfolio in Q2 2026, its #266 holding.
Fulcrum Asset Management first reported a position in CSX Corp in Q2 2020 and has held it in 6 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.