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Summit Financial’s CSX Corp CSX Stock Holding History

Summit Financial’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
Q1 		$2.16M Buy
52,505
+7,521
+17% +$295K 0.03% 559
2025
Q4 		$1.63M Buy
44,984
+2,525
+6% +$90.4K 0.02% 535
2025
Q3 		$1.51M Buy
42,459
+7,487
+21% +$256K 0.02% 541
2025
Q2 		$1.14M Buy
34,972
+2,541
+8% +$76.5K 0.03% 393
2025
Q1 		$954K Buy
32,431
+2,797
+9% +$88.8K 0.03% 384
2024
Q4 		$956K Buy
29,634
+3,436
+13% +$118K 0.03% 323
2024
Q3 		$905K Buy
26,198
+115
+0.4% +$3.9K 0.04% 278
2024
Q2 		$872K Buy
26,083
+16,071
+161% +$546K 0.04% 252
2024
Q1 		$371K Buy
+10,012
New +$365K 0.02% 297
2023
Q2 		– Sell
-6,773
Closed -$203K – 326
2023
Q1 		$203K Buy
+6,773
New +$208K 0.02% 248

Other funds holding CSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial's CSX Position: Q1 2026 in Review

Summit Financial increased its CSX Corp (CSX) stake by 17% in Q1 2026, buying an estimated $295K and bringing the position to 52,505 shares worth $2.16M. The position accounts for 0.03% of the portfolio, ranked #559.

Summit Financial first reported a position in CSX in Q1 2023 and has held it in 10 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Summit Financial held 52,505 shares of CSX Corp worth $2.16M as of Q1 2026.
  • Summit Financial bought 7,521 CSX Corp shares in Q1 2026, an estimated $295K.
  • CSX Corp made up 0.03% of Summit Financial's portfolio in Q1 2026, its #559 holding.
  • Summit Financial first reported a position in CSX Corp in Q1 2023 and has held it in 10 quarters since.
  • 1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.