Systematic Financial Management’s CSX Corp CSX Stock Holding History

Systematic Financial 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 Q1	$1.26M	Hold	30,600	–	–	0.03%	213
2025 Q4	$1.11M	Hold	30,600	–	–	0.03%	213
2025 Q3	$1.09M	Hold	30,600	–	–	0.03%	200
2025 Q2	$998K	Hold	30,600	–	–	0.03%	199
2025 Q1	$901K	Hold	30,600	–	–	0.03%	199
2024 Q4	$987K	Hold	30,600	–	–	0.03%	205
2024 Q3	$1.06M	Hold	30,600	–	–	0.03%	213
2024 Q2	$1.02M	Hold	30,600	–	–	0.03%	203
2024 Q1	$1.13M	Hold	30,600	–	–	0.03%	200
2023 Q4	$1.06M	Hold	30,600	–	–	0.03%	193
2023 Q3	$941K	Hold	30,600	–	–	0.03%	188
2023 Q2	$1.04M	Hold	30,600	–	–	0.03%	184
2023 Q1	$916K	Hold	30,600	–	–	0.03%	184
2022 Q4	$948K	Hold	30,600	–	–	0.03%	187
2022 Q3	$815K	Hold	30,600	–	–	0.03%	182
2022 Q2	$889K	Hold	30,600	–	–	0.03%	189
2022 Q1	$1.15M	Hold	30,600	–	–	0.04%	176
2021 Q4	$1.15M	Hold	30,600	–	–	0.03%	160
2021 Q3	$910K	Hold	30,600	–	–	0.03%	162
2021 Q2	$982K	Hold	30,600	–	–	0.03%	164
2021 Q1	$983K	Hold	30,600	–	–	0.04%	159
2020 Q4	$926K	Hold	30,600	–	–	0.04%	159
2020 Q3	$792K	Hold	30,600	–	–	0.04%	161
2020 Q2	$711K	Hold	30,600	–	–	0.04%	161
2020 Q1	$584K	Hold	30,600	–	–	0.04%	170
2019 Q4	$738K	Sell	30,600 -549	-2%	-$13K	0.03%	185
2019 Q3	$719K	Sell	31,149 -29,466	-49%	-$686K	0.03%	172
2019 Q2	$1.56M	Sell	60,615 -5,709	-9%	-$147K	0.06%	215
2019 Q1	$1.65M	Sell	66,324 -5,820	-8%	-$135K	0.06%	255
2018 Q4	$1.49M	Buy	72,144 +41,544	+136%	+$956K	0.05%	264
2018 Q3	$755K	Hold	30,600	–	–	0.02%	583
2018 Q2	$651K	Hold	30,600	–	–	0.02%	568
2018 Q1	$568K	Hold	30,600	–	–	0.01%	575
2017 Q4	$561K	Hold	30,600	–	–	0.01%	569
2017 Q3	$553K	Hold	30,600	–	–	0.01%	579
2017 Q2	$557K	Hold	30,600	–	–	0.01%	600
2017 Q1	$475K	Hold	30,600	–	–	0.01%	602
2016 Q4	$366K	Hold	30,600	–	–	0.01%	602
2016 Q3	$311K	Hold	30,600	–	–	﹤0.01%	575
2016 Q2	$266K	Hold	30,600	–	–	﹤0.01%	568
2016 Q1	$262K	Hold	30,600	–	–	﹤0.01%	560
2015 Q4	$264K	Hold	30,600	–	–	﹤0.01%	583
2015 Q3	$274K	Hold	30,600	–	–	﹤0.01%	608
2015 Q2	$333K	Sell	30,600 -788,766	-96%	-$9.14M	﹤0.01%	642
2015 Q1	$9.04M	Sell	819,366 -309,705	-27%	-$3.56M	0.07%	274
2014 Q4	$13.6M	Buy	1,129,071 +1,098,471	+3,590%	+$12.9M	0.1%	216
2014 Q3	$327K	Hold	30,600	–	–	﹤0.01%	646
2014 Q2	$314K	Hold	30,600	–	–	﹤0.01%	658
2014 Q1	$295K	Hold	30,600	–	–	﹤0.01%	652
2013 Q4	$293K	Hold	30,600	–	–	﹤0.01%	623
2013 Q3	$262K	Hold	30,600	–	–	﹤0.01%	619
2013 Q2	$236K	Buy	+30,600	New	+$251K	﹤0.01%	610

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

Systematic Financial Management's CSX Position: Q1 2026 in Review

Systematic Financial Management held its CSX Corp (CSX) position steady in Q1 2026 at 30,600 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #213.

Systematic Financial Management first reported a position in CSX in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.6M in Q4 2014. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Systematic Financial Management held 30,600 shares of CSX Corp worth $1.26M as of Q1 2026.
Systematic Financial Management left its CSX Corp share count unchanged in Q1 2026.
CSX Corp made up 0.03% of Systematic Financial Management's portfolio in Q1 2026, its #213 holding.
Systematic Financial Management first reported a position in CSX Corp in Q2 2013 and has held it in 52 quarters since.
Systematic Financial Management's CSX Corp position peaked at $13.6M in Q4 2014.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.