Welch Group’s CSX Corp CSX Stock Holding History

Welch 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 Q3	$243K	Hold	5,226	–	–	0.01%	287
2026 Q2	$248K	Buy	+5,226	New	+$236K	0.01%	277
2022 Q3	–	Sell	-7,481	Closed	-$217K	–	184
2022 Q2	$217K	Buy	7,481 +415	+6%	+$13.5K	0.01%	186
2022 Q1	$265K	Buy	7,066 +46	+0.7%	+$1.63K	0.02%	177
2021 Q4	$264K	Hold	7,020	–	–	0.02%	178
2021 Q3	$209K	Hold	7,020	–	–	0.01%	180
2021 Q2	$225K	Hold	7,020	–	–	0.02%	170
2021 Q1	$226K	Buy	+7,020	New	+$214K	0.02%	169
2019 Q1	–	Sell	-9,456	Closed	-$196K	–	144
2018 Q4	$196K	Hold	9,456	–	–	0.02%	112
2018 Q3	$233K	Buy	+9,456	New	+$225K	0.02%	117

Other funds holding CSX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Welch Group's CSX Position: Q3 2026 in Review

Welch Group held its CSX Corp (CSX) position steady in Q3 2026 at 5,226 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #287.

Welch Group first reported a position in CSX in Q3 2018 and has held it in 10 quarters since. The position peaked at $265K in Q1 2022. 1,183 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

Welch Group held 5,226 shares of CSX Corp worth $243K as of Q3 2026.
Welch Group left its CSX Corp share count unchanged in Q3 2026.
CSX Corp made up 0.01% of Welch Group's portfolio in Q3 2026, its #287 holding.
Welch Group first reported a position in CSX Corp in Q3 2018 and has held it in 10 quarters since.
Welch Group's CSX Corp position peaked at $265K in Q1 2022.
1,183 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.