McLean Asset Management’s CSX Corp CSX Stock Holding History

McLean Asset 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	$505K	Buy	12,291 +17	+0.1%	+$666	0.09%	92
2025 Q4	$444K	Sell	12,274 -22	-0.2%	-$787	0.08%	98
2025 Q3	$446K	Buy	12,296 +62	+0.5%	+$2.12K	0.09%	96
2025 Q2	$411K	Buy	12,234 +434	+4%	+$13.1K	0.11%	94
2025 Q1	$315K	Sell	11,800 -1,848	-14%	-$58.7K	0.1%	99
2024 Q4	$440K	Buy	13,648 +1,076	+9%	+$36.9K	0.13%	83
2024 Q3	$434K	Buy	12,572 +106	+0.9%	+$3.6K	0.13%	81
2024 Q2	$410K	Sell	12,466 -623	-5%	-$21.2K	0.13%	82
2024 Q1	$471K	Sell	13,089 -29	-0.2%	-$1.06K	0.16%	76
2023 Q4	$454K	Buy	13,118 +134	+1%	+$4.27K	0.17%	69
2023 Q3	$410K	Sell	12,984 -15	-0.1%	-$475	0.17%	72
2023 Q2	$443K	Sell	12,999 -187	-1%	-$5.92K	0.17%	69
2023 Q1	$395K	Sell	13,186 -260	-2%	-$7.99K	0.16%	77
2022 Q4	$417K	Buy	13,446 +104	+0.8%	+$3.13K	0.14%	75
2022 Q3	$357K	Hold	13,342	–	–	0.14%	76
2022 Q2	$385K	Buy	13,342 +31	+0.2%	+$1.01K	0.15%	71
2022 Q1	$499K	Buy	13,311 +169	+1%	+$5.98K	0.37%	51
2021 Q4	$482K	Buy	13,142 +78	+0.6%	+$2.75K	0.19%	58
2021 Q3	$466K	Hold	13,064	–	–	0.18%	61
2021 Q2	$412K	Buy	13,064 +116	+0.9%	+$3.83K	0.18%	58
2021 Q1	$440K	Buy	12,948 +165	+1%	+$5.04K	0.35%	49
2020 Q4	$387K	Buy	+12,783	New	+$367K	0.34%	46

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

McLean Asset Management's CSX Position: Q1 2026 in Review

McLean Asset Management increased its CSX Corp (CSX) stake by 0.14% in Q1 2026, buying an estimated $666 and bringing the position to 12,291 shares worth $505K. The position accounts for 0.09% of the portfolio, ranked #92.

McLean Asset Management first reported a position in CSX in Q4 2020 and has held it in 22 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

McLean Asset Management held 12,291 shares of CSX Corp worth $505K as of Q1 2026.
McLean Asset Management bought 17 CSX Corp shares in Q1 2026, an estimated $666.
CSX Corp made up 0.09% of McLean Asset Management's portfolio in Q1 2026, its #92 holding.
McLean Asset Management first reported a position in CSX Corp in Q4 2020 and has held it in 22 quarters since.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.