LRI Investments’s CSX Corp CSX Stock Holding History

LRI Investments’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	$335K	Sell	7,040 -3,221	-31%	-$145K	0.03%	239
2026 Q1	$421K	Buy	10,261 +789	+8%	+$30.9K	0.04%	197
2025 Q4	$343K	Buy	9,472 +978	+12%	+$35K	0.03%	212
2025 Q3	$302K	Buy	8,494 +832	+11%	+$28.4K	0.02%	240
2025 Q2	$250K	Sell	7,662 -592	-7%	-$17.8K	0.02%	254
2025 Q1	$243K	Buy	8,254 +375	+5%	+$11.9K	0.02%	236
2024 Q4	$254K	Buy	7,879 +1,948	+33%	+$66.8K	0.02%	226
2024 Q3	$211K	Hold	5,931	–	–	0.02%	265
2024 Q2	$198K	Hold	5,931	–	–	0.02%	253
2024 Q1	$220K	Buy	+5,931	New	+$216K	0.06%	127

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's CSX Position: Q2 2026 in Review

LRI Investments reduced its CSX Corp (CSX) stake by 31% in Q2 2026, selling an estimated $145K and leaving 7,040 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #239.

LRI Investments first reported a position in CSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $421K in Q1 2026. 905 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

LRI Investments held 7,040 shares of CSX Corp worth $335K as of Q2 2026.
LRI Investments sold 3,221 CSX Corp shares in Q2 2026, an estimated $145K.
CSX Corp made up 0.03% of LRI Investments's portfolio in Q2 2026, its #239 holding.
LRI Investments first reported a position in CSX Corp in Q1 2024 and has held it in 10 quarters since.
LRI Investments's CSX Corp position peaked at $421K in Q1 2026.
905 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.