Montgomery Investment Management’s CSX Corp CSX Stock Holding History

Montgomery Investment 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	$285K	Hold	6,000	–	–	0.09%	97
2026 Q1	$246K	Hold	6,000	–	–	0.08%	98
2025 Q4	$218K	Hold	6,000	–	–	0.08%	94
2025 Q3	$213K	Buy	+6,000	New	+$205K	0.08%	96
2024 Q4	–	Sell	-6,000	Closed	-$207K	–	90
2024 Q3	$207K	Hold	6,000	–	–	0.08%	86
2024 Q2	$201K	Hold	6,000	–	–	0.08%	88
2024 Q1	$222K	Hold	6,000	–	–	0.08%	85
2023 Q4	$208K	Buy	+6,000	New	+$191K	0.06%	86
2023 Q3	–	Sell	-6,000	Closed	-$205K	–	90
2023 Q2	$205K	Buy	+6,000	New	+$190K	0.07%	85
2022 Q2	–	Sell	-6,000	Closed	-$225K	–	80
2022 Q1	$225K	Hold	6,000	–	–	0.08%	81
2021 Q4	$226K	Buy	+6,000	New	+$212K	0.08%	81
2017 Q2	–	Sell	-28,500	Closed	-$442K	–	96
2017 Q1	$442K	Hold	28,500	–	–	0.19%	70
2016 Q4	$341K	Hold	28,500	–	–	0.15%	83
2016 Q3	$290K	Hold	28,500	–	–	0.14%	84
2016 Q2	$248K	Buy	+28,500	New	+$248K	0.12%	85

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Montgomery Investment Management's CSX Position: Q2 2026 in Review

Montgomery Investment Management held its CSX Corp (CSX) position steady in Q2 2026 at 6,000 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #97.

Montgomery Investment Management first reported a position in CSX in Q2 2016 and has held it in 15 quarters since. The position peaked at $442K in Q1 2017. 963 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Montgomery Investment Management held 6,000 shares of CSX Corp worth $285K as of Q2 2026.
Montgomery Investment Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.09% of Montgomery Investment Management's portfolio in Q2 2026, its #97 holding.
Montgomery Investment Management first reported a position in CSX Corp in Q2 2016 and has held it in 15 quarters since.
Montgomery Investment Management's CSX Corp position peaked at $442K in Q1 2017.
963 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.