Morningstar Investment Management’s CSX Corp CSX Stock Holding History

Morningstar 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	$418K	Hold	10,176	–	–	0.03%	279
2026 Q1	$418K	Sell	10,176 -48,474	-83%	-$1.9M	0.03%	277
2025 Q4	$2.13M	Sell	58,650 -41	-0.1%	-$1.47K	0.13%	157
2025 Q3	$2.08M	Buy	58,691 +37,321	+175%	+$1.27M	0.08%	240
2025 Q2	$697K	Buy	21,370 +2,281	+12%	+$68.6K	0.06%	90
2025 Q1	$562K	Sell	19,089 -15,230	-44%	-$484K	0.05%	60
2024 Q4	$1.11M	Hold	34,319	–	–	0.09%	64
2024 Q3	$1.21M	Buy	34,319 +18,312	+114%	+$621K	0.12%	73
2024 Q2	$535K	Hold	16,007	–	–	0.06%	119
2024 Q1	$593K	Hold	16,007	–	–	0.06%	116
2023 Q4	$555K	Sell	16,007 -175	-1%	-$5.58K	0.06%	118
2023 Q3	$498K	Hold	16,182	–	–	0.07%	98
2023 Q2	$552K	Buy	+16,182	New	+$512K	0.07%	95

Other funds holding CSX

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Morningstar Investment Management held its CSX Corp (CSX) position steady in Q2 2026 at 10,176 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #279.

Morningstar Investment Management first reported a position in CSX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.13M in Q4 2025. 746 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Morningstar Investment Management held 10,176 shares of CSX Corp worth $418K as of Q2 2026.
Morningstar Investment Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #279 holding.
Morningstar Investment Management first reported a position in CSX Corp in Q2 2023 and has held it in 13 quarters since.
Morningstar Investment Management's CSX Corp position peaked at $2.13M in Q4 2025.
746 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.