Midwest Financial Group’s CSX Corp CSX Stock Holding History

Midwest Financial Group’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	$851K	Sell	17,900 -800	-4%	-$36.1K	0.3%	69
2026 Q1	$768K	Hold	18,700	–	–	0.33%	66
2025 Q4	$678K	Sell	18,700 -800	-4%	-$28.6K	0.3%	65
2025 Q3	$692K	Sell	19,500 -300	-2%	-$10.2K	0.33%	59
2025 Q2	$646K	Sell	19,800 -600	-3%	-$18.1K	0.34%	60
2025 Q1	$600K	Sell	20,400 -1,800	-8%	-$57.2K	0.35%	57
2024 Q4	$716K	Sell	22,200 -400	-2%	-$13.7K	0.41%	54
2024 Q3	$780K	Sell	22,600 -500	-2%	-$17K	0.46%	50
2024 Q2	$773K	Sell	23,100 -600	-3%	-$20.4K	0.49%	51
2024 Q1	$879K	Sell	23,700 -9,035	-28%	-$330K	0.59%	47
2023 Q4	$1.14M	Sell	32,735 -1,000	-3%	-$31.9K	0.85%	32
2023 Q3	$1.04M	Sell	33,735 -100	-0.3%	-$3.17K	0.88%	32
2023 Q2	$1.15M	Buy	33,835 +550	+2%	+$17.4K	0.98%	25
2023 Q1	$997K	Buy	+33,285	New	+$1.02M	0.92%	27

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Midwest Financial Group's CSX Position: Q2 2026 in Review

Midwest Financial Group reduced its CSX Corp (CSX) stake by 4.3% in Q2 2026, selling an estimated $36.1K and leaving 17,900 shares worth $851K. The position accounts for 0.3% of the portfolio, ranked #69.

Midwest Financial Group first reported a position in CSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2023. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Midwest Financial Group held 17,900 shares of CSX Corp worth $851K as of Q2 2026.
Midwest Financial Group sold 800 CSX Corp shares in Q2 2026, an estimated $36.1K.
CSX Corp made up 0.3% of Midwest Financial Group's portfolio in Q2 2026, its #69 holding.
Midwest Financial Group first reported a position in CSX Corp in Q1 2023 and has held it in 14 quarters since.
Midwest Financial Group's CSX Corp position peaked at $1.15M in Q2 2023.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.