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Marshall Financial Group (Maryland)’s CSX Corp CSX Stock Holding History

Marshall Financial Group (Maryland)’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
2025
Q2 		– Sell
-35,405
Closed -$1.04M – 255
2025
Q1 		$1.04M Buy
35,405
+1,804
+5% +$57.3K 0.23% 105
2024
Q4 		$1.08M Buy
+33,601
New +$1.15M 0.26% 95
2024
Q2 		– Sell
-8,358
Closed -$310K – 176
2024
Q1 		$310K Sell
8,358
-1,210
-13% -$44.2K 0.09% 149
2023
Q4 		$332K Sell
9,568
-46,423
-83% -$1.48M 0.11% 144
2023
Q3 		$1.72M Sell
55,991
-182
-0.3% -$5.77K 0.62% 46
2023
Q2 		$1.92M Buy
56,173
+262
+0.5% +$8.29K 0.65% 42
2023
Q1 		$1.67M Sell
55,911
-2,222
-4% -$68.3K 0.6% 45
2022
Q4 		$1.8M Buy
58,133
+5,091
+10% +$153K 0.7% 44
2022
Q3 		$1.41M Buy
53,042
+1,515
+3% +$47.1K 0.6% 41
2022
Q2 		$1.5M Buy
51,527
+9,721
+23% +$317K 0.6% 47
2022
Q1 		$1.57M Buy
41,806
+1,241
+3% +$43.9K 0.64% 36
2021
Q4 		$1.52M Buy
40,565
+3,687
+10% +$130K 0.56% 45
2021
Q3 		$1.1M Buy
36,878
+2,576
+8% +$82.5K 0.57% 50
2021
Q2 		$1.1M Sell
34,302
-8,151
-19% -$269K 0.59% 48
2021
Q1 		$1.36M Buy
42,453
+1,329
+3% +$40.6K 0.82% 35
2020
Q4 		$1.24M Buy
+41,124
New +$1.18M 0.81% 39

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CSX Position: Q2 2025 in Review

Marshall Financial Group (Maryland) sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 35,405 shares — an estimated $1.04M sold.

Marshall Financial Group (Maryland) first reported a position in CSX in Q4 2020 and held it in 16 quarters. The position peaked at $1.92M in Q2 2023. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

  • Marshall Financial Group (Maryland) reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 35,405 CSX Corp shares in Q2 2025, an estimated $1.04M.
  • Marshall Financial Group (Maryland) first reported a position in CSX Corp in Q4 2020 and held it in 16 quarters.
  • Marshall Financial Group (Maryland)'s CSX Corp position peaked at $1.92M in Q2 2023.
  • 1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2025, filed 10 Jul 2025.