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Summit Trail Advisors’s CSX Corp CSX Stock Holding History

Summit Trail Advisors’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 		$5.51M Buy
134,247
+13,634
+11% +$534K 0.08% 149
2025
Q4 		$4.37M Sell
120,613
-2,741
-2% -$98.1K 0.08% 154
2025
Q3 		$4.38M Buy
123,354
+23,422
+23% +$800K 0.06% 163
2025
Q2 		$3.26M Buy
+99,932
New +$3.01M 0.06% 172
2024
Q4 		– Sell
-91,293
Closed -$3.15M – 476
2024
Q3 		$3.15M Buy
91,293
+3,961
+5% +$134K 0.08% 118
2024
Q2 		$2.92M Buy
87,332
+40,268
+86% +$1.37M 0.08% 112
2024
Q1 		$1.74M Buy
47,064
+33,104
+237% +$1.21M 0.05% 147
2023
Q4 		$484K Sell
13,960
-764
-5% -$24.3K 0.02% 287
2023
Q3 		$453K Buy
14,724
+417
+3% +$13.2K 0.02% 293
2023
Q2 		$488K Buy
14,307
+4,308
+43% +$136K 0.02% 274
2023
Q1 		$299K Sell
9,999
-382
-4% -$11.7K 0.01% 322
2022
Q4 		$322K Buy
+10,381
New +$312K 0.01% 266
2018
Q2 		– Sell
-10,266
Closed -$206K – 523
2018
Q1 		$206K Sell
10,266
-4,215
-29% -$78.8K 0.04% 369
2017
Q4 		$271K Buy
+14,481
New +$256K 0.03% 344

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 Trail Advisors's CSX Position: Q1 2026 in Review

Summit Trail Advisors increased its CSX Corp (CSX) stake by 11% in Q1 2026, buying an estimated $534K and bringing the position to 134,247 shares worth $5.51M. The position accounts for 0.08% of the portfolio, ranked #149.

Summit Trail Advisors first reported a position in CSX in Q4 2017 and has held it in 14 quarters since. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

  • Summit Trail Advisors held 134,247 shares of CSX Corp worth $5.51M as of Q1 2026.
  • Summit Trail Advisors bought 13,634 CSX Corp shares in Q1 2026, an estimated $534K.
  • CSX Corp made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #149 holding.
  • Summit Trail Advisors first reported a position in CSX Corp in Q4 2017 and has held it in 14 quarters since.
  • 1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.