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Sage Mountain Advisors’s CSX Corp CSX Stock Holding History

Sage Mountain 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
Q1 		– Sell
-11,972
Closed -$434K – 358
2025
Q4 		$434K Sell
11,972
-2,350
-16% -$84.1K 0.02% 303
2025
Q3 		$509K Buy
14,322
+2,101
+17% +$71.7K 0.03% 268
2025
Q2 		$399K Buy
12,221
+3,071
+34% +$92.4K 0.03% 274
2025
Q1 		$269K Sell
9,150
-1,316
-13% -$41.8K 0.02% 323
2024
Q4 		$338K Buy
10,466
+3,590
+52% +$123K 0.02% 266
2024
Q3 		$237K Sell
6,876
-937
-12% -$31.8K 0.02% 345
2024
Q2 		$261K Buy
7,813
+989
+14% +$33.6K 0.02% 287
2024
Q1 		$253K Sell
6,824
-1,257
-16% -$45.9K 0.03% 274
2023
Q4 		$280K Buy
8,081
+490
+6% +$15.6K 0.03% 215
2023
Q3 		$233K Buy
7,591
+1,263
+20% +$40K 0.03% 217
2023
Q2 		$216K Buy
+6,328
New +$200K 0.03% 237

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sage Mountain Advisors's CSX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 11,972 shares — an estimated $434K sold.

Sage Mountain Advisors first reported a position in CSX in Q2 2023 and held it in 11 quarters. The position peaked at $509K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 11,972 CSX Corp shares in Q1 2026, an estimated $434K.
  • Sage Mountain Advisors first reported a position in CSX Corp in Q2 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's CSX Corp position peaked at $509K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.