Summit Securities Group’s CSX Corp CSX Stock Holding History

Summit Securities Group’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	–	Sell	-6,700	Closed	-$243K	–	1111
2025 Q4	$243K	Buy	+6,700	New	+$240K	0.03%	297

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's CSX Position: Q1 2026 in Review

Summit Securities Group sold out of CSX Corp (CSX) in Q1 2026, closing a stake of 5,600 shares — an estimated $203K sold.

Summit Securities Group first reported a position in CSX in Q4 2013 and held it in 19 quarters. The position peaked at $1.37M in Q2 2017. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Summit Securities Group reported no remaining CSX Corp position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 5,600 CSX Corp shares in Q1 2026, an estimated $203K.
Summit Securities Group first reported a position in CSX Corp in Q4 2013 and held it in 19 quarters.
Summit Securities Group's CSX Corp position peaked at $1.37M in Q2 2017.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.