IMS Capital Management’s CSX Corp CSX Stock Holding History

IMS Capital 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 Q3	$341K	Sell	9,602 -99	-1%	-$3.38K	0.16%	100
2025 Q2	$317K	Sell	9,701 -1,500	-13%	-$45.1K	0.15%	111
2025 Q1	$330K	Hold	11,201	–	–	0.17%	104
2024 Q4	$361K	Hold	11,201	–	–	0.17%	103
2024 Q3	$387K	Hold	11,201	–	–	0.17%	103
2024 Q2	$376K	Buy	11,201 +1,150	+11%	+$39.1K	0.18%	103
2024 Q1	$373K	Buy	10,051 +125	+1%	+$4.56K	0.17%	97
2023 Q4	$344K	Buy	9,926 +300	+3%	+$9.56K	0.17%	106
2023 Q3	$296K	Buy	9,626 +3,162	+49%	+$100K	0.18%	103
2023 Q2	$220K	Buy	+6,464	New	+$204K	0.12%	120
2023 Q1	–	Sell	-6,464	Closed	-$200K	–	140
2022 Q4	$200K	Buy	+6,464	New	+$194K	0.13%	137
2022 Q2	–	Sell	-6,450	Closed	-$242K	–	145
2022 Q1	$242K	Hold	6,450	–	–	0.13%	137
2021 Q4	$243K	Buy	+6,450	New	+$227K	0.12%	124
2021 Q3	–	Sell	-6,450	Closed	-$207K	–	135
2021 Q2	$207K	Hold	6,450	–	–	0.12%	126
2021 Q1	$207K	Buy	+6,450	New	+$197K	0.13%	119
2018 Q4	–	Sell	-5,850	Closed	-$144K	–	174
2018 Q3	$144K	Hold	5,850	–	–	0.1%	127
2018 Q2	$124K	Buy	+5,850	New	+$120K	0.08%	152

Other funds holding CSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IMS Capital Management's CSX Position: Q3 2025 in Review

IMS Capital Management reduced its CSX Corp (CSX) stake by 1% in Q3 2025, selling an estimated $3.38K and leaving 9,602 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #100.

IMS Capital Management first reported a position in CSX in Q2 2018 and has held it in 17 quarters since. The position peaked at $387K in Q3 2024. 1,737 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

IMS Capital Management held 9,602 shares of CSX Corp worth $341K as of Q3 2025.
IMS Capital Management sold 99 CSX Corp shares in Q3 2025, an estimated $3.38K.
CSX Corp made up 0.16% of IMS Capital Management's portfolio in Q3 2025, its #100 holding.
IMS Capital Management first reported a position in CSX Corp in Q2 2018 and has held it in 17 quarters since.
IMS Capital Management's CSX Corp position peaked at $387K in Q3 2024.
1,737 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.