Summit Asset Management
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Summit Asset Management’s CSX Corp CSX Stock Holding History

Summit 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
Q3 		$388K Buy
8,349
+1,341
+19% +$66.5K 0.05% 130
2026
Q2 		$333K Buy
7,008
+10
+0.1% +$452 0.04% 147
2026
Q1 		$287K Buy
6,998
+12
+0.2% +$470 0.04% 149
2025
Q4 		$253K Buy
6,986
+12
+0.2% +$429 0.04% 152
2025
Q3 		$248K Buy
6,974
+13
+0.2% +$444 0.04% 152
2025
Q2 		$227K Buy
6,961
+14
+0.2% +$421 0.04% 157
2025
Q1 		$204K Buy
6,947
+14
+0.2% +$445 0.04% 160
2024
Q4 		$224K Buy
6,933
+12
+0.2% +$412 0.04% 151
2024
Q3 		$239K Buy
6,921
+12
+0.2% +$407 0.04% 150
2024
Q2 		$231K Buy
6,909
+612
+10% +$20.8K 0.05% 144
2024
Q1 		$233K Buy
6,297
+11
+0.2% +$401 0.05% 147
2023
Q4 		$218K Buy
+6,286
New +$200K 0.05% 148
2023
Q3 		– Sell
-6,264
Closed -$214K – 153
2023
Q2 		$214K Buy
+6,264
New +$198K 0.06% 146
2022
Q2 		– Sell
-5,942
Closed -$223K – 157
2022
Q1 		$223K Buy
5,942
+9
+0.2% +$318 0.06% 154
2021
Q4 		$223K Buy
+5,933
New +$209K 0.06% 146
2019
Q1 		– Sell
-13,776
Closed -$285K – 115
2018
Q4 		$285K Hold
13,776
– – 0.16% 75
2018
Q3 		$340K Hold
13,776
– – 0.16% 76
2018
Q2 		$293K Hold
13,776
– – 0.14% 82
2018
Q1 		$256K Hold
13,776
– – 0.12% 89
2017
Q4 		$253K Hold
13,776
– – 0.12% 94
2017
Q3 		$249K Hold
13,776
– – 0.12% 90
2017
Q2 		$251K Hold
13,776
– – 0.13% 89
2017
Q1 		$214K Buy
+13,776
New +$210K 0.12% 95

Other funds holding CSX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Asset Management's CSX Position: Q3 2026 in Review

Summit Asset Management increased its CSX Corp (CSX) stake by 19% in Q3 2026, buying an estimated $66.5K and bringing the position to 8,349 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #130.

Summit Asset Management first reported a position in CSX in Q1 2017 and has held it in 23 quarters since. 1,149 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Summit Asset Management held 8,349 shares of CSX Corp worth $388K as of Q3 2026.
  • Summit Asset Management bought 1,341 CSX Corp shares in Q3 2026, an estimated $66.5K.
  • CSX Corp made up 0.05% of Summit Asset Management's portfolio in Q3 2026, its #130 holding.
  • Summit Asset Management first reported a position in CSX Corp in Q1 2017 and has held it in 23 quarters since.
  • 1,149 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.