Lummis Asset Management’s CSX Corp CSX Stock Holding History

Lummis Asset Management’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	$12.9K	Buy	272 +43	+19%	+$1.94K	0.01%	123
2026 Q1	$9.4K	Hold	229	–	–	0.01%	129
2025 Q4	$8.3K	Hold	229	–	–	0.01%	125
2025 Q3	$8.13K	Hold	229	–	–	0.01%	124
2025 Q2	$7.47K	Hold	229	–	–	﹤0.01%	122
2025 Q1	$6.74K	Hold	229	–	–	﹤0.01%	127
2024 Q4	$7.39K	Hold	229	–	–	0.01%	96
2024 Q3	$7.91K	Hold	229	–	–	0.01%	103
2024 Q2	$7.66K	Hold	229	–	–	0.01%	101
2024 Q1	$8.49K	Hold	229	–	–	0.01%	100
2023 Q4	$7.94K	Buy	+229	New	+$7.29K	0.01%	122

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Lummis Asset Management's CSX Position: Q2 2026 in Review

Lummis Asset Management increased its CSX Corp (CSX) stake by 19% in Q2 2026, buying an estimated $1.94K and bringing the position to 272 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #123.

Lummis Asset Management first reported a position in CSX in Q4 2023 and has held it in 11 quarters since. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Lummis Asset Management held 272 shares of CSX Corp worth $12.9K as of Q2 2026.
Lummis Asset Management bought 43 CSX Corp shares in Q2 2026, an estimated $1.94K.
CSX Corp made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #123 holding.
Lummis Asset Management first reported a position in CSX Corp in Q4 2023 and has held it in 11 quarters since.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.