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 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 $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

Midwest Financial Group's CSX Position: Q1 2026 in Review

Midwest Financial Group held its CSX Corp (CSX) position steady in Q1 2026 at 18,700 shares worth $768K. The position accounts for 0.33% of the portfolio, ranked #66.

Midwest Financial Group first reported a position in CSX in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2023. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Midwest Financial Group held 18,700 shares of CSX Corp worth $768K as of Q1 2026.
Midwest Financial Group left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.33% of Midwest Financial Group's portfolio in Q1 2026, its #66 holding.
Midwest Financial Group first reported a position in CSX Corp in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's CSX Corp position peaked at $1.15M in Q2 2023.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.