Fulcrum Asset Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,790
Closed -$251K 240
2025
Q1
$251K Sell
12,790
-1,855
-13% -$58.9K 0.05% 184
2024
Q4
$346K Buy
14,645
+1,800
+14% +$61.7K 1.62% 13
2024
Q3
$306K Buy
12,845
+1,031
+9% +$35K 0.7% 19
2024
Q2
$313K Buy
+11,814
New +$401K 0.97% 16

Other funds holding CSX

Fulcrum Asset Management's CSX Position: Q1 2026 in Review

Fulcrum Asset Management held its CSX Corp (CSX) position steady in Q1 2026 at 11,860 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #135.

Fulcrum Asset Management first reported a position in CSX in Q2 2020 and has held it in 5 quarters since. The position peaked at $501K in Q2 2020. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Fulcrum Asset Management held 11,860 shares of CSX Corp worth $472K as of Q1 2026.
  • Fulcrum Asset Management left its CSX Corp share count unchanged in Q1 2026.
  • CSX Corp made up 0.07% of Fulcrum Asset Management's portfolio in Q1 2026, its #135 holding.
  • Fulcrum Asset Management first reported a position in CSX Corp in Q2 2020 and has held it in 5 quarters since.
  • Fulcrum Asset Management's CSX Corp position peaked at $501K in Q2 2020.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.