Mount Vernon Associates’s CSX Corp CSX Stock Holding History

Mount Vernon Associates’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	$1.84M	Sell	38,750 -1,550	-4%	-$70K	1.2%	26
2026 Q1	$1.65M	Sell	40,300 -4,500	-10%	-$176K	1.17%	27
2025 Q4	$1.62M	Sell	44,800 -200	-0.4%	-$7.16K	1.09%	27
2025 Q3	$1.6M	Sell	45,000 -45,000	-50%	-$1.54M	1.12%	24
2025 Q2	$2.94M	Sell	90,000 -10,000	-10%	-$301K	2.12%	14
2025 Q1	$2.94M	Hold	100,000	–	–	2.4%	12
2024 Q4	$3.23M	Sell	100,000 -25,652	-20%	-$880K	2.52%	12
2024 Q3	$4.34M	Buy	+125,652	New	+$4.26M	3.44%	9
2024 Q2	–	Sell	-125,652	Closed	-$4.66M	–	54
2024 Q1	$4.66M	Buy	+125,652	New	+$4.59M	3.95%	8

Other funds holding CSX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Mount Vernon Associates's CSX Position: Q2 2026 in Review

Mount Vernon Associates reduced its CSX Corp (CSX) stake by 3.8% in Q2 2026, selling an estimated $70K and leaving 38,750 shares worth $1.84M. The position accounts for 1.2% of the portfolio, ranked #26.

Mount Vernon Associates first reported a position in CSX in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.66M in Q1 2024. 854 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Mount Vernon Associates held 38,750 shares of CSX Corp worth $1.84M as of Q2 2026.
Mount Vernon Associates sold 1,550 CSX Corp shares in Q2 2026, an estimated $70K.
CSX Corp made up 1.2% of Mount Vernon Associates's portfolio in Q2 2026, its #26 holding.
Mount Vernon Associates first reported a position in CSX Corp in Q1 2024 and has held it in 9 quarters since.
Mount Vernon Associates's CSX Corp position peaked at $4.66M in Q1 2024.
854 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.