Shorepoint Capital Partners’s CSX Corp CSX Stock Holding History

Shorepoint Capital Partners’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
2025 Q3	$320K	Buy	+9,000	New	+$307K	0.06%	90
2025 Q1	$265K	Hold	9,000	–	–	0.06%	98
2024 Q4	$290K	Hold	9,000	–	–	0.07%	96
2024 Q3	$311K	Sell	9,000 -1,240	-12%	-$42.1K	0.07%	92
2024 Q2	$343K	Hold	10,240	–	–	0.08%	88
2024 Q1	$380K	Sell	10,240 -2,510	-20%	-$91.6K	0.09%	85
2023 Q4	$442K	Buy	+12,750	New	+$406K	0.12%	86
2023 Q3	–	Sell	-13,650	Closed	-$432K	–	89
2023 Q2	$465K	Sell	13,650 -1,080	-7%	-$34.2K	0.13%	94
2023 Q1	$441K	Sell	14,730 -1,420	-9%	-$43.7K	0.13%	96
2022 Q4	$500K	Buy	+16,150	New	+$486K	0.14%	106

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shorepoint Capital Partners's CSX Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in CSX Corp (CSX) in Q3 2025: 9,000 shares worth $320K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in CSX as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in CSX in Q4 2022 and has held it in 10 quarters since. The position peaked at $500K in Q4 2022. 1,736 funds tracked by Wall St. Rank hold CSX as of Q3 2025.

Shorepoint Capital Partners held 9,000 shares of CSX Corp worth $320K as of Q3 2025.
CSX Corp was a new Shorepoint Capital Partners position in Q3 2025.
CSX Corp made up 0.06% of Shorepoint Capital Partners's portfolio in Q3 2025, its #90 holding.
Shorepoint Capital Partners first reported a position in CSX Corp in Q4 2022 and has held it in 10 quarters since.
Shorepoint Capital Partners's CSX Corp position peaked at $500K in Q4 2022.
1,736 funds tracked by Wall St. Rank held CSX Corp as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.