Middleton & Co
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Middleton & Co’s CSX Corp CSX Stock Holding History

Middleton & Co’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
Q3 		$315K Hold
6,775
– – 0.03% 142
2026
Q2 		$322K Hold
6,775
– – 0.03% 141
2026
Q1 		$278K Hold
6,775
– – 0.03% 141
2025
Q4 		$246K Hold
6,775
– – 0.03% 149
2025
Q3 		$241K Hold
6,775
– – 0.03% 149
2025
Q2 		$221K Buy
+6,775
New +$204K 0.02% 152
2025
Q1 		– Sell
-6,775
Closed -$219K – 158
2024
Q4 		$219K Buy
6,775
+100
+1% +$3.43K 0.02% 149
2024
Q3 		$230K Hold
6,675
– – 0.03% 151
2024
Q2 		$223K Hold
6,675
– – 0.03% 152
2024
Q1 		$247K Hold
6,675
– – 0.03% 151
2023
Q4 		$231K Sell
6,675
-700
-9% -$22.3K 0.03% 145
2023
Q3 		$227K Hold
7,375
– – 0.03% 143
2023
Q2 		$251K Hold
7,375
– – 0.03% 139
2023
Q1 		$221K Sell
7,375
-250
-3% -$7.68K 0.03% 147
2022
Q4 		$236K Hold
7,625
– – 0.04% 146
2022
Q3 		$203K Hold
7,625
– – 0.03% 142
2022
Q2 		$222K Sell
7,625
-100
-1% -$3.26K 0.03% 147
2022
Q1 		$289K Sell
7,725
-45
-0.6% -$1.59K 0.03% 142
2021
Q4 		$292K Hold
7,770
– – 0.03% 145
2021
Q3 		$231K Hold
7,770
– – 0.02% 149
2021
Q2 		$249K Buy
7,770
+45
+0.6% +$1.48K 0.03% 144
2021
Q1 		$248K Hold
7,725
– – 0.03% 140
2020
Q4 		$234K Hold
7,725
– – 0.03% 143
2020
Q3 		$200K Buy
+7,725
New +$191K 0.03% 137
2018
Q4 		– Sell
-9,693
Closed -$239K – 140
2018
Q3 		$239K Sell
9,693
-186
-2% -$4.43K 0.04% 147
2018
Q2 		$210K Buy
+9,879
New +$203K 0.04% 149
2014
Q1 		– Sell
-41,166
Closed -$395K – 150
2013
Q4 		$395K Sell
41,166
-10,500
-20% -$94.1K 0.1% 106
2013
Q3 		$443K Hold
51,666
– – 0.12% 113
2013
Q2 		$399K Buy
+51,666
New +$424K 0.12% 109

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Middleton & Co's CSX Position: Q3 2026 in Review

Middleton & Co held its CSX Corp (CSX) position steady in Q3 2026 at 6,775 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #142.

Middleton & Co first reported a position in CSX in Q2 2013 and has held it in 29 quarters since. The position peaked at $443K in Q3 2013. 1,149 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Middleton & Co held 6,775 shares of CSX Corp worth $315K as of Q3 2026.
  • Middleton & Co left its CSX Corp share count unchanged in Q3 2026.
  • CSX Corp made up 0.03% of Middleton & Co's portfolio in Q3 2026, its #142 holding.
  • Middleton & Co first reported a position in CSX Corp in Q2 2013 and has held it in 29 quarters since.
  • Middleton & Co's CSX Corp position peaked at $443K in Q3 2013.
  • 1,149 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.