VELA Investment Management’s CSX Corp CSX Stock Holding History

VELA Investment 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	$7.49M	Sell	182,572 -9,355	-5%	-$367K	1.72%	11
2025 Q4	$6.96M	Sell	191,927 -10,649	-5%	-$381K	1.64%	9
2025 Q3	$7.19M	Buy	202,576 +28,473	+16%	+$972K	1.75%	12
2025 Q2	$5.68M	Buy	174,103 +19,591	+13%	+$590K	1.54%	14
2025 Q1	$4.55M	Buy	154,512 +73,977	+92%	+$2.35M	1.43%	16
2024 Q4	$2.6M	Buy	80,535 +46,950	+140%	+$1.61M	0.72%	45
2024 Q3	$1.16M	Buy	33,585 +33	+0.1%	+$1.12K	0.36%	97
2024 Q2	$1.12M	Buy	33,552 +1,038	+3%	+$35.3K	0.35%	104
2024 Q1	$1.21M	Hold	32,514	–	–	0.41%	82
2023 Q4	$1.13M	Hold	32,514	–	–	0.43%	81
2023 Q3	$1,000K	Hold	32,514	–	–	0.44%	78
2023 Q2	$1.11M	Buy	32,514 +2,215	+7%	+$70.1K	0.51%	70
2023 Q1	$907K	Buy	30,299 +13,763	+83%	+$423K	0.41%	83
2022 Q4	$512K	Buy	16,536 +6,081	+58%	+$183K	0.25%	110
2022 Q3	$279K	Hold	10,455	–	–	0.16%	127
2022 Q2	$304K	Hold	10,455	–	–	0.17%	124
2022 Q1	$392K	Hold	10,455	–	–	0.25%	102
2021 Q4	$393K	Buy	+10,455	New	+$369K	0.26%	105

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

VELA Investment Management's CSX Position: Q1 2026 in Review

VELA Investment Management reduced its CSX Corp (CSX) stake by 4.9% in Q1 2026, selling an estimated $367K and leaving 182,572 shares worth $7.49M. The position accounts for 1.72% of the portfolio, ranked #11.

VELA Investment Management first reported a position in CSX in Q4 2021 and has held it in 18 quarters since. 1,866 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

VELA Investment Management held 182,572 shares of CSX Corp worth $7.49M as of Q1 2026.
VELA Investment Management sold 9,355 CSX Corp shares in Q1 2026, an estimated $367K.
CSX Corp made up 1.72% of VELA Investment Management's portfolio in Q1 2026, its #11 holding.
VELA Investment Management first reported a position in CSX Corp in Q4 2021 and has held it in 18 quarters since.
1,866 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.