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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Summit Asset Management increased its CSX Corp (CSX) stake by 0.14% in Q2 2026, buying an estimated $452 and bringing the position to 7,008 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #147.

Summit Asset Management first reported a position in CSX in Q1 2017 and has held it in 22 quarters since. The position peaked at $340K in Q3 2018. 1,994 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

Summit Asset Management held 7,008 shares of CSX Corp worth $333K as of Q2 2026.
Summit Asset Management bought 10 CSX Corp shares in Q2 2026, an estimated $452.
CSX Corp made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #147 holding.
Summit Asset Management first reported a position in CSX Corp in Q1 2017 and has held it in 22 quarters since.
Summit Asset Management's CSX Corp position peaked at $340K in Q3 2018.
1,994 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.