Strategic Equity Management’s CSX Corp CSX Stock Holding History

Strategic Equity 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 Q3	–	Sell	-8,312	Closed	-$395K	–	41
2026 Q2	$395K	Buy	8,312 +1,794	+28%	+$81K	0.13%	45
2026 Q1	$268K	Sell	6,518 -39	-0.6%	-$1.53K	0.1%	58
2025 Q4	$238K	Buy	6,557 +39	+0.6%	+$1.4K	0.08%	63
2025 Q3	$231K	Hold	6,518	–	–	0.09%	61
2025 Q2	$213K	Buy	+6,518	New	+$196K	0.08%	69
2025 Q1	–	Sell	-6,518	Closed	-$210K	–	60
2024 Q4	$210K	Hold	6,518	–	–	0.09%	52
2024 Q3	$225K	Buy	+6,518	New	+$221K	0.11%	51
2023 Q4	–	Sell	-12,141	Closed	-$373K	–	28
2023 Q3	$373K	Hold	12,141	–	–	0.14%	31
2023 Q2	$414K	Hold	12,141	–	–	0.14%	31
2023 Q1	$364K	Buy	+12,141	New	+$373K	0.13%	35

Other funds holding CSX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Strategic Equity Management's CSX Position: Q3 2026 in Review

Strategic Equity Management sold out of CSX Corp (CSX) in Q3 2026, closing a stake of 8,312 shares — an estimated $395K sold.

Strategic Equity Management first reported a position in CSX in Q1 2023 and held it in 10 quarters. The position peaked at $414K in Q2 2023. 1,374 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Strategic Equity Management reported no remaining CSX Corp position as of Q3 2026 after selling out during the quarter.
Strategic Equity Management sold 8,312 CSX Corp shares in Q3 2026, an estimated $395K.
Strategic Equity Management first reported a position in CSX Corp in Q1 2023 and held it in 10 quarters.
Strategic Equity Management's CSX Corp position peaked at $414K in Q2 2023.
1,374 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Strategic Equity Management's 13F filing for Q3 2026, filed 4 Nov 2026.