InvesTrust’s CSX Corp CSX Stock Holding History

InvesTrust’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	$848K	Hold	17,835	–	–	0.33%	73
2026 Q1	$732K	Hold	17,835	–	–	0.31%	70
2025 Q4	$647K	Sell	17,835 -168	-0.9%	-$6.01K	0.25%	75
2025 Q3	$639K	Hold	18,003	–	–	0.23%	75
2025 Q2	$587K	Hold	18,003	–	–	0.23%	77
2025 Q1	$530K	Hold	18,003	–	–	0.14%	76
2024 Q4	$579K	Buy	+18,003	New	+$617K	0.16%	75

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

InvesTrust's CSX Position: Q2 2026 in Review

InvesTrust held its CSX Corp (CSX) position steady in Q2 2026 at 17,835 shares worth $848K. The position accounts for 0.33% of the portfolio, ranked #73.

InvesTrust first reported a position in CSX in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

InvesTrust held 17,835 shares of CSX Corp worth $848K as of Q2 2026.
InvesTrust left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.33% of InvesTrust's portfolio in Q2 2026, its #73 holding.
InvesTrust first reported a position in CSX Corp in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.