Mount Lucas Management
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Mount Lucas Management’s CSX Corp CSX Stock Holding History

Mount Lucas 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
Q3 		$1.56M Buy
+33,574
New +$1.66M 0.47% 44

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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Lucas Management's CSX Position: Q3 2026 in Review

Mount Lucas Management opened a new position in CSX Corp (CSX) in Q3 2026: 33,574 shares worth $1.56M. The stake represents 0.47% of the portfolio and ranks #44 among its holdings.

1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Mount Lucas Management held 33,574 shares of CSX Corp worth $1.56M as of Q3 2026.
  • CSX Corp was a new Mount Lucas Management position in Q3 2026.
  • CSX Corp made up 0.47% of Mount Lucas Management's portfolio in Q3 2026, its #44 holding.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.