L.J. Altfest & Co’s CSX Corp CSX Stock Holding History

L.J. Altfest & Co’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 Q1	$1.79M	Buy	43,594 +33,612	+337%	+$1.32M	0.19%	94
2025 Q4	$362K	Buy	9,982 +301	+3%	+$10.8K	0.04%	263
2025 Q3	$344K	Hold	9,681	–	–	0.04%	267
2025 Q2	$316K	Hold	9,681	–	–	0.04%	278
2025 Q1	$285K	Sell	9,681 -383	-4%	-$12.2K	0.04%	277
2024 Q4	$325K	Hold	10,064	–	–	0.04%	258
2024 Q3	$348K	Hold	10,064	–	–	0.05%	258
2024 Q2	$337K	Sell	10,064 -697	-6%	-$23.7K	0.05%	242
2024 Q1	$399K	Sell	10,761 -244	-2%	-$8.9K	0.06%	215
2023 Q4	$382K	Buy	11,005 +1,324	+14%	+$42.2K	0.06%	221
2023 Q3	$298K	Sell	9,681 -5,236	-35%	-$166K	0.05%	242
2023 Q2	$509K	Buy	14,917 +17	+0.1%	+$538	0.08%	178
2023 Q1	$446K	Buy	14,900 +20	+0.1%	+$615	0.07%	181
2022 Q4	$461K	Sell	14,880 -2,121	-12%	-$63.8K	0.08%	164
2022 Q3	$453K	Sell	17,001 -15,071	-47%	-$468K	0.08%	152
2022 Q2	$932K	Buy	32,072 +76	+0.2%	+$2.48K	0.17%	98
2022 Q1	$1.2M	Buy	31,996 +65	+0.2%	+$2.3K	0.21%	75
2021 Q4	$1.2M	Buy	31,931 +57	+0.2%	+$2.01K	0.23%	84
2021 Q3	$948K	Buy	31,874 +67	+0.2%	+$2.15K	0.2%	84
2021 Q2	$1.02M	Sell	31,807 -92	-0.3%	-$3.03K	0.22%	84
2021 Q1	$1.02M	Buy	31,899 +66	+0.2%	+$2.02K	0.24%	83
2020 Q4	$963K	Buy	31,833 +219	+0.7%	+$6.29K	0.24%	78
2020 Q3	$818K	Buy	31,614 +72	+0.2%	+$1.78K	0.22%	82
2020 Q2	$733K	Buy	31,542 +78	+0.2%	+$1.73K	0.21%	82
2020 Q1	$601K	Buy	31,464 +111	+0.4%	+$2.59K	0.19%	89
2019 Q4	$756K	Buy	31,353 +72	+0.2%	+$1.7K	0.19%	79
2019 Q3	$722K	Hold	31,281	–	–	0.19%	83
2019 Q2	$807K	Hold	31,281	–	–	0.21%	79
2019 Q1	$780K	Hold	31,281	–	–	0.19%	74
2018 Q4	$648K	Hold	31,281	–	–	0.18%	77
2018 Q3	$772K	Hold	31,281	–	–	0.22%	81
2018 Q2	$665K	Hold	31,281	–	–	0.25%	84
2018 Q1	$581K	Hold	31,281	–	–	0.25%	93
2017 Q4	$574K	Hold	31,281	–	–	0.22%	100
2017 Q3	$566K	Hold	31,281	–	–	0.28%	95
2017 Q2	$569K	Hold	31,281	–	–	0.34%	85
2017 Q1	$485K	Sell	31,281 -318	-1%	-$4.85K	0.19%	87
2016 Q4	$378K	Hold	31,599	–	–	0.19%	94
2016 Q3	$321K	Buy	31,599 +318	+1%	+$3.01K	0.21%	94
2016 Q2	$272K	Hold	31,281	–	–	0.19%	101
2016 Q1	$268K	Hold	31,281	–	–	0.28%	69
2015 Q4	$271K	Hold	31,281	–	–	0.27%	77
2015 Q3	$280K	Hold	31,281	–	–	0.28%	75
2015 Q2	$340K	Sell	31,281 -1,725	-5%	-$20K	0.31%	68
2015 Q1	$364K	Buy	33,006 +1,725	+6%	+$19.8K	0.34%	64
2014 Q4	$378K	Hold	31,281	–	–	0.31%	75
2014 Q3	$333K	Sell	31,281 -816	-3%	-$8.41K	0.33%	60
2014 Q2	$332K	Buy	32,097 +816	+3%	+$7.95K	0.33%	60
2014 Q1	$292K	Hold	31,281	–	–	0.27%	84
2013 Q4	$300K	Buy	+31,281	New	+$280K	0.26%	85

Other funds holding CSX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

L.J. Altfest & Co's CSX Position: Q1 2026 in Review

L.J. Altfest & Co increased its CSX Corp (CSX) stake by 337% in Q1 2026, buying an estimated $1.32M and bringing the position to 43,594 shares worth $1.79M. The position accounts for 0.19% of the portfolio, ranked #94.

L.J. Altfest & Co first reported a position in CSX in Q4 2013 and has held it in 50 quarters since. 1,864 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

L.J. Altfest & Co held 43,594 shares of CSX Corp worth $1.79M as of Q1 2026.
L.J. Altfest & Co bought 33,612 CSX Corp shares in Q1 2026, an estimated $1.32M.
CSX Corp made up 0.19% of L.J. Altfest & Co's portfolio in Q1 2026, its #94 holding.
L.J. Altfest & Co first reported a position in CSX Corp in Q4 2013 and has held it in 50 quarters since.
1,864 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.