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Lockerman Financial Group’s CSX Corp CSX Stock Holding History

Lockerman Financial Group’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
2025
Q2 		– Sell
-8,518
Closed -$251K – 126
2025
Q1 		$251K Buy
8,518
+188
+2% +$5.97K 0.38% 93
2024
Q4 		$269K Buy
8,330
+702
+9% +$24.1K 0.46% 77
2024
Q3 		$263K Buy
7,628
+1,300
+21% +$44.1K 0.45% 86
2024
Q2 		$212K Buy
+6,328
New +$215K 0.38% 99

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lockerman Financial Group's CSX Position: Q2 2025 in Review

Lockerman Financial Group sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 8,518 shares — an estimated $251K sold.

Lockerman Financial Group first reported a position in CSX in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Lockerman Financial Group reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 8,518 CSX Corp shares in Q2 2025, an estimated $251K.
  • Lockerman Financial Group first reported a position in CSX Corp in Q2 2024 and held it in 4 quarters.
  • Lockerman Financial Group's CSX Corp position peaked at $269K in Q4 2024.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.