Marathon Capital Management’s CSX Corp CSX Stock Holding History

Marathon Capital 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	$554K	Sell	13,491 -57	-0.4%	-$2.23K	0.12%	97
2025 Q4	$491K	Hold	13,548	–	–	0.11%	106
2025 Q3	$481K	Hold	13,548	–	–	0.11%	101
2025 Q2	$442K	Sell	13,548 -500	-4%	-$15K	0.11%	100
2025 Q1	$413K	Hold	14,048	–	–	0.11%	101
2024 Q4	$453K	Hold	14,048	–	–	0.11%	98
2024 Q3	$485K	Hold	14,048	–	–	0.12%	97
2024 Q2	$470K	Hold	14,048	–	–	0.12%	95
2024 Q1	$521K	Hold	14,048	–	–	0.12%	92
2023 Q4	$487K	Hold	14,048	–	–	0.12%	98
2023 Q3	$432K	Hold	14,048	–	–	0.11%	97
2023 Q2	$479K	Hold	14,048	–	–	0.12%	97
2023 Q1	$421K	Hold	14,048	–	–	0.1%	106
2022 Q4	$435K	Hold	14,048	–	–	0.12%	98
2022 Q3	$374K	Hold	14,048	–	–	0.11%	108
2022 Q2	$408K	Hold	14,048	–	–	0.13%	97
2022 Q1	$526K	Sell	14,048 -180	-1%	-$6.37K	0.15%	73
2021 Q4	$535K	Sell	14,228 -8,190	-37%	-$289K	0.13%	103
2021 Q3	$667K	Buy	22,418 +8,190	+58%	+$262K	0.15%	94
2021 Q2	$456K	Sell	14,228 -1,000	-7%	-$33K	0.11%	104
2021 Q1	$489K	Hold	15,228	–	–	0.13%	93
2020 Q4	$460K	Hold	15,228	–	–	0.14%	89
2020 Q3	$394K	Buy	15,228 +237	+2%	+$5.85K	0.14%	87
2020 Q2	$348K	Hold	14,991	–	–	0.13%	86
2020 Q1	$286K	Hold	14,991	–	–	0.13%	87
2019 Q4	$361K	Buy	+14,991	New	+$355K	0.12%	96

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

Marathon Capital Management's CSX Position: Q1 2026 in Review

Marathon Capital Management reduced its CSX Corp (CSX) stake by 0.42% in Q1 2026, selling an estimated $2.23K and leaving 13,491 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #97.

Marathon Capital Management first reported a position in CSX in Q4 2019 and has held it in 26 quarters since. The position peaked at $667K in Q3 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Marathon Capital Management held 13,491 shares of CSX Corp worth $554K as of Q1 2026.
Marathon Capital Management sold 57 CSX Corp shares in Q1 2026, an estimated $2.23K.
CSX Corp made up 0.12% of Marathon Capital Management's portfolio in Q1 2026, its #97 holding.
Marathon Capital Management first reported a position in CSX Corp in Q4 2019 and has held it in 26 quarters since.
Marathon Capital Management's CSX Corp position peaked at $667K in Q3 2021.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.