Lyell Wealth Management’s CSX Corp CSX Stock Holding History

Lyell Wealth 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 Q3	$1.29M	Hold	27,831	–	–	0.08%	118
2026 Q2	$1.32M	Hold	27,831	–	–	0.08%	117
2026 Q1	$1.14M	Hold	27,831	–	–	0.08%	114
2025 Q4	$1.01M	Buy	27,831 +486	+2%	+$17.4K	0.07%	117
2025 Q3	$971K	Hold	27,345	–	–	0.07%	122
2025 Q2	$892K	Sell	27,345 -163	-0.6%	-$4.9K	0.07%	127
2025 Q1	$810K	Hold	27,508	–	–	0.08%	127
2024 Q4	$888K	Hold	27,508	–	–	0.08%	121
2024 Q3	$950K	Hold	27,508	–	–	0.09%	121
2024 Q2	$920K	Hold	27,508	–	–	0.09%	116
2024 Q1	$1.02M	Buy	27,508 +163	+0.6%	+$5.95K	0.1%	113
2023 Q4	$948K	Hold	27,345	–	–	0.11%	114
2023 Q3	$841K	Hold	27,345	–	–	0.11%	109
2023 Q2	$932K	Hold	27,345	–	–	0.12%	105
2023 Q1	$819K	Sell	27,345 -448	-2%	-$13.8K	0.11%	119
2022 Q4	$861K	Sell	27,793 -162	-0.6%	-$4.87K	0.14%	109
2022 Q3	$745K	Buy	27,955 +1,742	+7%	+$54.1K	0.13%	114
2022 Q2	$762K	Buy	26,213 +430	+2%	+$14K	0.12%	114
2022 Q1	$966K	Buy	25,783 +85	+0.3%	+$3.01K	0.12%	106
2021 Q4	$966K	Sell	25,698 -558	-2%	-$19.7K	0.11%	109
2021 Q3	$781K	Hold	26,256	–	–	0.1%	114
2021 Q2	$842K	Buy	26,256 +588	+2%	+$19.4K	0.1%	115
2021 Q1	$825K	Buy	25,668 +63	+0.2%	+$1.92K	0.12%	107
2020 Q4	$775K	Buy	25,605 +105	+0.4%	+$3.02K	0.12%	89
2020 Q3	$660K	Hold	25,500	–	–	0.12%	87
2020 Q2	$593K	Sell	25,500 -5,244	-17%	-$116K	0.13%	81
2020 Q1	$587K	Hold	30,744	–	–	0.18%	79
2019 Q4	$742K	Hold	30,744	–	–	0.2%	74
2019 Q3	$710K	Hold	30,744	–	–	0.21%	75
2019 Q2	$793K	Hold	30,744	–	–	0.24%	77
2019 Q1	$767K	Hold	30,744	–	–	0.26%	76
2018 Q4	$637K	Hold	30,744	–	–	0.27%	73
2018 Q3	$759K	Buy	+30,744	New	+$732K	0.26%	75

Other funds holding CSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lyell Wealth Management's CSX Position: Q3 2026 in Review

Lyell Wealth Management held its CSX Corp (CSX) position steady in Q3 2026 at 27,831 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #118.

Lyell Wealth Management first reported a position in CSX in Q3 2018 and has held it in 33 quarters since. The position peaked at $1.32M in Q2 2026. 1,244 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Lyell Wealth Management held 27,831 shares of CSX Corp worth $1.29M as of Q3 2026.
Lyell Wealth Management left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.08% of Lyell Wealth Management's portfolio in Q3 2026, its #118 holding.
Lyell Wealth Management first reported a position in CSX Corp in Q3 2018 and has held it in 33 quarters since.
Lyell Wealth Management's CSX Corp position peaked at $1.32M in Q2 2026.
1,244 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.