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SMA Capital’s CSX Corp CSX Stock Holding History

SMA Capital’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 		$6.65M Sell
140,000
-94,726
-40% -$4.28M 2.79% 10
2026
Q1 		$9.64M Buy
234,726
+34,726
+17% +$1.36M 4.16% 6
2025
Q4 		$7.25M Buy
+200,000
New +$7.16M 3.47% 8

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 $3.37T AUM 44.26% 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

SMA Capital's CSX Position: Q2 2026 in Review

SMA Capital reduced its CSX Corp (CSX) stake by 40% in Q2 2026, selling an estimated $4.28M and leaving 140,000 shares worth $6.65M. The position accounts for 2.79% of the portfolio, ranked #10.

SMA Capital first reported a position in CSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.64M in Q1 2026. 1,990 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • SMA Capital held 140,000 shares of CSX Corp worth $6.65M as of Q2 2026.
  • SMA Capital sold 94,726 CSX Corp shares in Q2 2026, an estimated $4.28M.
  • CSX Corp made up 2.79% of SMA Capital's portfolio in Q2 2026, its #10 holding.
  • SMA Capital first reported a position in CSX Corp in Q4 2025 and has held it in 3 quarters since.
  • SMA Capital's CSX Corp position peaked at $9.64M in Q1 2026.
  • 1,990 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.