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Sagewood Asset Management’s CSX Corp CSX Stock Holding History

Sagewood Asset 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 		$505K Buy
10,634
+1,097
+12% +$49.5K 0.11% 176
2026
Q1 		$391K Buy
9,537
+492
+5% +$19.3K 0.12% 164
2025
Q4 		$328K Buy
+9,045
New +$324K 0.12% 160

Other funds holding CSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sagewood Asset Management's CSX Position: Q2 2026 in Review

Sagewood Asset Management increased its CSX Corp (CSX) stake by 12% in Q2 2026, buying an estimated $49.5K and bringing the position to 10,634 shares worth $505K. The position accounts for 0.11% of the portfolio, ranked #176.

Sagewood Asset Management first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. 2,000 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • Sagewood Asset Management held 10,634 shares of CSX Corp worth $505K as of Q2 2026.
  • Sagewood Asset Management bought 1,097 CSX Corp shares in Q2 2026, an estimated $49.5K.
  • CSX Corp made up 0.11% of Sagewood Asset Management's portfolio in Q2 2026, its #176 holding.
  • Sagewood Asset Management first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • 2,000 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.