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 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 $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

Lummis Asset Management's CSX Position: Q1 2026 in Review

Lummis Asset Management held its CSX Corp (CSX) position steady in Q1 2026 at 229 shares worth $9.4K. The position accounts for 0.01% of the portfolio, ranked #129.

Lummis Asset Management first reported a position in CSX in Q4 2023 and has held it in 10 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Lummis Asset Management held 229 shares of CSX Corp worth $9.4K as of Q1 2026.
Lummis Asset Management left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.01% of Lummis Asset Management's portfolio in Q1 2026, its #129 holding.
Lummis Asset Management first reported a position in CSX Corp in Q4 2023 and has held it in 10 quarters since.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.