MTM Investment Management’s CSX Corp CSX Stock Holding History

MTM 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	$3.06M	Hold	64,362	–	–	0.87%	28
2026 Q1	$2.64M	Sell	64,362 -400	-0.6%	-$15.7K	0.84%	27
2025 Q4	$2.35M	Sell	64,762 -666	-1%	-$23.8K	0.75%	31
2025 Q3	$2.32M	Sell	65,428 -3,662	-5%	-$125K	0.74%	32
2025 Q2	$2.25M	Hold	69,090	–	–	0.76%	33
2025 Q1	$2.04M	Hold	69,090	–	–	0.79%	30
2024 Q4	$2.23M	Sell	69,090 -700	-1%	-$24K	0.86%	29
2024 Q3	$2.41M	Hold	69,790	–	–	0.94%	28
2024 Q2	$2.33M	Hold	69,790	–	–	0.96%	24
2024 Q1	$2.59M	Sell	69,790 -200	-0.3%	-$7.3K	1.07%	23
2023 Q4	$2.43M	Hold	69,990	–	–	1.11%	23
2023 Q3	$2.15M	Hold	69,990	–	–	1.09%	23
2023 Q2	$2.39M	Hold	69,990	–	–	1.17%	19
2023 Q1	$2.1M	Hold	69,990	–	–	1.08%	20
2022 Q4	$2.17M	Hold	69,990	–	–	1.13%	21
2022 Q3	$1.86M	Hold	69,990	–	–	1.06%	22
2022 Q2	$2.05M	Hold	69,990	–	–	1.11%	20
2022 Q1	$2.62M	Hold	69,990	–	–	1.27%	17
2021 Q4	$2.63M	Hold	69,990	–	–	1.25%	17
2021 Q3	$2.08M	Sell	69,990 -17,100	-20%	-$548K	1.13%	21
2021 Q2	$2.79M	Hold	87,090	–	–	1.46%	17
2021 Q1	$2.8M	Hold	87,090	–	–	1.58%	13
2020 Q4	$2.63M	Buy	+87,090	New	+$2.5M	1.63%	13

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MTM Investment Management held its CSX Corp (CSX) position steady in Q2 2026 at 64,362 shares worth $3.06M. The position accounts for 0.87% of the portfolio, ranked #28.

MTM Investment Management first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

MTM Investment Management held 64,362 shares of CSX Corp worth $3.06M as of Q2 2026.
MTM Investment Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.87% of MTM Investment Management's portfolio in Q2 2026, its #28 holding.
MTM Investment Management first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.