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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
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
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. 1,994 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.
  • 1,994 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.