Lido Advisors’s CSX Corp CSX Stock Holding History

Lido 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 Q1	–	Sell	-4,500	Closed	-$163K	–	1984
2025 Q4	$163K	Hold	4,500	–	–	﹤0.01%	1797
2025 Q3	$160K	Hold	4,500	–	–	﹤0.01%	1712
2025 Q2	$147K	Buy	+4,500	New	+$135K	﹤0.01%	1554

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

Lido Advisors's CSX Position: Q1 2026 in Review

Lido Advisors increased its CSX Corp (CSX) stake by 6.6% in Q1 2026, buying an estimated $244K and bringing the position to 100,689 shares worth $4.13M. The position accounts for 0.01% of the portfolio, ranked #493.

Lido Advisors first reported a position in CSX in Q1 2019 and has held it in 28 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Lido Advisors held 100,689 shares of CSX Corp worth $4.13M as of Q1 2026.
Lido Advisors bought 6,222 CSX Corp shares in Q1 2026, an estimated $244K.
CSX Corp made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #493 holding.
Lido Advisors first reported a position in CSX Corp in Q1 2019 and has held it in 28 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.