Sage Investment Advisers’s CSX Corp CSX Stock Holding History

Sage Investment Advisers’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	$1.01M	Sell	21,170 -1,697	-7%	-$76.6K	0.68%	39
2026 Q1	$948K	Sell	22,867 -1,194	-5%	-$46.8K	0.7%	39
2025 Q4	$872K	Buy	+24,061	New	+$861K	0.65%	41
2024 Q3	$865K	Hold	25,050	–	–	0.91%	33
2024 Q2	$838K	Sell	25,050 -5,160	-17%	-$175K	0.95%	32
2024 Q1	$1.12M	Sell	30,210 -1,300	-4%	-$47.4K	1.28%	28
2023 Q4	$1.09M	Hold	31,510	–	–	1.33%	27
2023 Q3	$969K	Hold	31,510	–	–	1.33%	29
2023 Q2	$1.07M	Hold	31,510	–	–	1.44%	29
2023 Q1	$943K	Hold	31,510	–	–	1.26%	29
2022 Q4	$976K	Sell	31,510 -304	-1%	-$9.14K	1.39%	29
2022 Q3	$848K	Buy	31,814 +1	+0%	+$31	1.34%	29
2022 Q2	$924K	Sell	31,813 -899	-3%	-$29.3K	1.45%	26
2022 Q1	$1.23M	Buy	32,712 +811	+3%	+$28.7K	1.62%	24
2021 Q4	$1.2M	Buy	+31,901	New	+$1.12M	1.54%	22

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

Sage Investment Advisers's CSX Position: Q2 2026 in Review

Sage Investment Advisers reduced its CSX Corp (CSX) stake by 7.4% in Q2 2026, selling an estimated $76.6K and leaving 21,170 shares worth $1.01M. The position accounts for 0.68% of the portfolio, ranked #39.

Sage Investment Advisers first reported a position in CSX in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.23M in Q1 2022. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Sage Investment Advisers held 21,170 shares of CSX Corp worth $1.01M as of Q2 2026.
Sage Investment Advisers sold 1,697 CSX Corp shares in Q2 2026, an estimated $76.6K.
CSX Corp made up 0.68% of Sage Investment Advisers's portfolio in Q2 2026, its #39 holding.
Sage Investment Advisers first reported a position in CSX Corp in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's CSX Corp position peaked at $1.23M in Q1 2022.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.