NERM
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New England Research & Management’s CSX Corp CSX Stock Holding History

New England Research & 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 		$5.89M Sell
123,926
-2,547
-2% -$115K 2.29% 9
2026
Q1 		$5.19M Buy
126,473
+8,913
+8% +$349K 2.19% 8
2025
Q4 		$4.26M Sell
117,560
-1,950
-2% -$69.8K 1.86% 11
2025
Q3 		$4.24M Buy
119,510
+4,700
+4% +$160K 1.95% 10
2025
Q2 		$3.75M Buy
114,810
+700
+0.6% +$21.1K 1.78% 13
2025
Q1 		$3.36M Buy
114,110
+2,100
+2% +$66.7K 1.71% 13
2024
Q4 		$3.62M Buy
112,010
+1,304
+1% +$44.7K 1.84% 12
2024
Q3 		$3.82M Sell
110,706
-1,675
-1% -$56.8K 1.79% 9
2024
Q2 		$3.76M Sell
112,381
-4,725
-4% -$160K 1.81% 8
2024
Q1 		$4.34M Buy
117,106
+59
+0.1% +$2.15K 2.13% 7
2023
Q4 		$4.06M Buy
117,047
+9,428
+9% +$300K 2.15% 7
2023
Q3 		$3.31M Sell
107,619
-1,200
-1% -$38K 1.89% 7
2023
Q2 		$3.71M Sell
108,819
-1,075
-1% -$34K 2.15% 6
2023
Q1 		$3.29M Buy
109,894
+350
+0.3% +$10.8K 1.93% 7
2022
Q4 		$3.39M Buy
109,544
+3,300
+3% +$99.2K 1.95% 8
2022
Q3 		$2.83M Sell
106,244
-1,200
-1% -$37.3K 1.78% 7
2022
Q2 		$3.12M Buy
107,444
+4,031
+4% +$131K 1.82% 7
2022
Q1 		$3.87M Sell
103,413
-986
-0.9% -$34.9K 2.01% 8
2021
Q4 		$3.92M Sell
104,399
-600
-0.6% -$21.2K 1.9% 10
2021
Q3 		$3.12M Buy
104,999
+1,475
+1% +$47.2K 1.64% 11
2021
Q2 		$3.32M Hold
103,524
– – 1.72% 9
2021
Q1 		$3.33M Buy
103,524
+6,924
+7% +$211K 1.82% 7
2020
Q4 		$2.92M Sell
96,600
-300
-0.3% -$8.62K 1.81% 7
2020
Q3 		$2.51M Buy
96,900
+675
+0.7% +$16.7K 1.82% 12
2020
Q2 		$2.24M Hold
96,225
– – 1.6% 14
2020
Q1 		$1.84M Buy
96,225
+5,700
+6% +$133K 1.57% 17
2019
Q4 		$2.18M Buy
90,525
+17,700
+24% +$419K 1.46% 14
2019
Q3 		$1.68M Hold
72,825
– – 1.22% 18
2019
Q2 		$1.88M Hold
72,825
– – 1.27% 19
2019
Q1 		$1.82M Sell
72,825
-1,050
-1% -$24.3K 1.23% 19
2018
Q4 		$1.53M Sell
73,875
-8,190
-10% -$188K 1.2% 19
2018
Q3 		$2.03M Hold
82,065
– – 1.32% 16
2018
Q2 		$1.75M Buy
82,065
+8,796
+12% +$181K 1.15% 16
2018
Q1 		$1.36M Sell
73,269
-2,700
-4% -$50.5K 0.91% 36
2017
Q4 		$1.39M Buy
75,969
+2,550
+3% +$45.2K 1% 32
2017
Q3 		$1.33M Sell
73,419
-3,600
-5% -$61.8K 0.97% 35
2017
Q2 		$1.4M Sell
77,019
-6,750
-8% -$116K 1.04% 27
2017
Q1 		$1.3M Sell
83,769
-57,270
-41% -$873K 1% 24
2016
Q4 		$1.69M Sell
141,039
-11,550
-8% -$129K 1.33% 13
2016
Q3 		$1.55M Buy
152,589
+28,650
+23% +$271K 1.3% 13
2016
Q2 		$1.08M Sell
123,939
-150
-0.1% -$1.31K 0.93% 35
2016
Q1 		$1.06M Buy
124,089
+2,100
+2% +$17K 0.91% 33
2015
Q4 		$1.05M Buy
121,989
+9,804
+9% +$89K 0.91% 29
2015
Q3 		$1.01M Hold
112,185
– – 0.96% 23
2015
Q2 		$1.22M Buy
112,185
+6,450
+6% +$74.8K 1% 21
2015
Q1 		$1.17M Buy
105,735
+38,775
+58% +$446K 1% 21
2014
Q4 		$809K Sell
66,960
-4,275
-6% -$50.1K 0.69% 51
2014
Q3 		$761K Sell
71,235
-3,600
-5% -$37.1K 0.66% 60
2014
Q2 		$769K Sell
74,835
-58,680
-44% -$571K 0.69% 62
2014
Q1 		$1.29M Buy
133,515
+32,625
+32% +$303K 1.18% 19
2013
Q4 		$968K Buy
+100,890
New +$904K 0.93% 32

Other funds holding CSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New England Research & Management's CSX Position: Q2 2026 in Review

New England Research & Management reduced its CSX Corp (CSX) stake by 2% in Q2 2026, selling an estimated $115K and leaving 123,926 shares worth $5.89M. The position accounts for 2.29% of the portfolio, ranked #9.

New England Research & Management first reported a position in CSX in Q4 2013 and has held it in 51 quarters since. 907 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • New England Research & Management held 123,926 shares of CSX Corp worth $5.89M as of Q2 2026.
  • New England Research & Management sold 2,547 CSX Corp shares in Q2 2026, an estimated $115K.
  • CSX Corp made up 2.29% of New England Research & Management's portfolio in Q2 2026, its #9 holding.
  • New England Research & Management first reported a position in CSX Corp in Q4 2013 and has held it in 51 quarters since.
  • 907 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.