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 Q3	$1M	Hold	21,600	–	–	0.59%	30
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lakeside Advisors's CSX Position: Q3 2026 in Review

Lakeside Advisors held its CSX Corp (CSX) position steady in Q3 2026 at 21,600 shares worth $1M. The position accounts for 0.59% of the portfolio, ranked #30.

Lakeside Advisors first reported a position in CSX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q2 2026. 1,530 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Lakeside Advisors held 21,600 shares of CSX Corp worth $1M as of Q3 2026.
Lakeside Advisors left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.59% of Lakeside Advisors's portfolio in Q3 2026, its #30 holding.
Lakeside Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's CSX Corp position peaked at $1.03M in Q2 2026.
1,530 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.