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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
Q2 		$317K Sell
6,670
-3
-0% -$135 0.08% 73
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

McElhenny Sheffield Capital Management's CSX Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its CSX Corp (CSX) stake by 0.04% in Q2 2026, selling an estimated $135 and leaving 6,670 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #73.

McElhenny Sheffield Capital Management first reported a position in CSX in Q3 2021 and has held it in 17 quarters since. The position peaked at $994K in Q2 2022. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • McElhenny Sheffield Capital Management held 6,670 shares of CSX Corp worth $317K as of Q2 2026.
  • McElhenny Sheffield Capital Management sold 3 CSX Corp shares in Q2 2026, an estimated $135.
  • CSX Corp made up 0.08% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #73 holding.
  • McElhenny Sheffield Capital Management first reported a position in CSX Corp in Q3 2021 and has held it in 17 quarters since.
  • McElhenny Sheffield Capital Management's CSX Corp position peaked at $994K in Q2 2022.
  • 1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.