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Mutual Advisors’s CSX Corp CSX Stock Holding History

Mutual Advisors’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 		$1.21M Buy
26,048
+348
+1% +$17.3K 0.02% 578
2026
Q2 		$1.22M Buy
25,700
+544
+2% +$24.6K 0.02% 576
2026
Q1 		$1.03M Sell
25,156
-1,947
-7% -$76.3K 0.02% 591
2025
Q4 		$982K Buy
27,103
+2,328
+9% +$83.3K 0.02% 585
2025
Q3 		$880K Buy
24,775
+18,202
+277% +$622K 0.02% 622
2025
Q2 		$235K Sell
6,573
-1,629
-20% -$49K 0.01% 1072
2025
Q1 		$228K Buy
8,202
+1,788
+28% +$56.8K 0.01% 986
2024
Q4 		$211K Sell
6,414
-6,017
-48% -$206K 0.01% 1005
2024
Q3 		$411K Buy
12,431
+957
+8% +$32.5K 0.01% 773
2024
Q2 		$395K Buy
11,474
+445
+4% +$15.1K 0.01% 794
2024
Q1 		$409K Sell
11,029
-147
-1% -$5.36K 0.01% 765
2023
Q4 		$387K Buy
11,176
+2,000
+22% +$63.7K 0.01% 732
2023
Q3 		$282K Buy
9,176
+2,044
+29% +$64.8K 0.01% 797
2023
Q2 		$243K Buy
7,132
+351
+5% +$11.1K 0.01% 877
2023
Q1 		$203K Buy
+6,781
New +$208K 0.01% 922
2022
Q2 		– Sell
-5,924
Closed -$222K – 857
2022
Q1 		$222K Buy
5,924
+61
+1% +$2.16K 0.01% 800
2021
Q4 		$220K Buy
+5,863
New +$207K 0.01% 820

Other funds holding CSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mutual Advisors's CSX Position: Q3 2026 in Review

Mutual Advisors increased its CSX Corp (CSX) stake by 1.4% in Q3 2026, buying an estimated $17.3K and bringing the position to 26,048 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #578.

Mutual Advisors first reported a position in CSX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2026. 1,553 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Mutual Advisors held 26,048 shares of CSX Corp worth $1.21M as of Q3 2026.
  • Mutual Advisors bought 348 CSX Corp shares in Q3 2026, an estimated $17.3K.
  • CSX Corp made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #578 holding.
  • Mutual Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 17 quarters since.
  • Mutual Advisors's CSX Corp position peaked at $1.22M in Q2 2026.
  • 1,553 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.