McElhenny Sheffield Capital Management’s CSX Corp CSX Stock Holding History

McElhenny Sheffield 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	$274K	Buy	6,673 +245	+4%	+$9.6K	0.07%	78
2025 Q4	$233K	Sell	6,428 -9,693	-60%	-$347K	0.06%	90
2025 Q3	$572K	Buy	16,121 +9,969	+162%	+$340K	0.14%	43
2025 Q2	$201K	Buy	+6,152	New	+$185K	0.05%	103
2024 Q4	–	Sell	-6,108	Closed	-$211K	–	105
2024 Q3	$211K	Sell	6,108 -187	-3%	-$6.35K	0.07%	99
2024 Q2	$211K	Hold	6,295	–	–	0.07%	90
2024 Q1	$233K	Hold	6,295	–	–	0.08%	89
2023 Q4	$218K	Buy	+6,295	New	+$201K	0.09%	86
2023 Q3	–	Sell	-25,429	Closed	-$867K	–	91
2023 Q2	$867K	Sell	25,429 -4,048	-14%	-$128K	0.37%	23
2023 Q1	$883K	Sell	29,477 -33	-0.1%	-$1.01K	0.47%	30
2022 Q4	$914K	Sell	29,510 -4,924	-14%	-$148K	0.42%	29
2022 Q3	$917K	Buy	34,434 +213	+0.6%	+$6.62K	0.7%	24
2022 Q2	$994K	Buy	34,221 +28,221	+470%	+$920K	0.46%	22
2022 Q1	$225K	Hold	6,000	–	–	0.08%	105
2021 Q4	$226K	Sell	6,000 -20,389	-77%	-$719K	0.08%	110
2021 Q3	$785K	Buy	+26,389	New	+$845K	0.36%	41

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

McElhenny Sheffield Capital Management's CSX Position: Q1 2026 in Review

McElhenny Sheffield Capital Management increased its CSX Corp (CSX) stake by 3.8% in Q1 2026, buying an estimated $9.6K and bringing the position to 6,673 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #78.

McElhenny Sheffield Capital Management first reported a position in CSX in Q3 2021 and has held it in 16 quarters since. The position peaked at $994K in Q2 2022. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

McElhenny Sheffield Capital Management held 6,673 shares of CSX Corp worth $274K as of Q1 2026.
McElhenny Sheffield Capital Management bought 245 CSX Corp shares in Q1 2026, an estimated $9.6K.
CSX Corp made up 0.07% of McElhenny Sheffield Capital Management's portfolio in Q1 2026, its #78 holding.
McElhenny Sheffield Capital Management first reported a position in CSX Corp in Q3 2021 and has held it in 16 quarters since.
McElhenny Sheffield Capital Management's CSX Corp position peaked at $994K in Q2 2022.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.