Lakeside Advisors’s CSX Corp CSX Stock Holding History

Lakeside Advisors’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	$1.03M	Hold	21,600	–	–	0.65%	29
2026 Q1	$887K	Hold	21,600	–	–	0.59%	30
2025 Q4	$783K	Hold	21,600	–	–	0.5%	33
2025 Q3	$767K	Hold	21,600	–	–	0.49%	32
2025 Q2	$705K	Hold	21,600	–	–	0.45%	33
2025 Q1	$636K	Hold	21,600	–	–	0.42%	34
2024 Q4	$697K	Hold	21,600	–	–	0.46%	32
2024 Q3	$746K	Hold	21,600	–	–	0.47%	32
2024 Q2	$723K	Hold	21,600	–	–	0.47%	32
2024 Q1	$801K	Hold	21,600	–	–	0.51%	33
2023 Q4	$749K	Hold	21,600	–	–	0.52%	33
2023 Q3	$664K	Hold	21,600	–	–	0.51%	33
2023 Q2	$737K	Hold	21,600	–	–	0.54%	33
2023 Q1	$647K	Hold	21,600	–	–	0.5%	34
2022 Q4	$669K	Hold	21,600	–	–	0.55%	32
2022 Q3	$575K	Hold	21,600	–	–	0.51%	31
2022 Q2	$628K	Hold	21,600	–	–	0.53%	31
2022 Q1	$809K	Hold	21,600	–	–	0.61%	28
2021 Q4	$812K	Buy	+21,600	New	+$762K	0.6%	30

Other funds holding CSX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lakeside Advisors's CSX Position: Q2 2026 in Review

Lakeside Advisors held its CSX Corp (CSX) position steady in Q2 2026 at 21,600 shares worth $1.03M. The position accounts for 0.65% of the portfolio, ranked #29.

Lakeside Advisors first reported a position in CSX in Q4 2021 and has held it in 19 quarters since. 1,091 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Lakeside Advisors held 21,600 shares of CSX Corp worth $1.03M as of Q2 2026.
Lakeside Advisors left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.65% of Lakeside Advisors's portfolio in Q2 2026, its #29 holding.
Lakeside Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 19 quarters since.
1,091 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.