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Morningstar Investment Management LLC: CSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on CSX, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 10,176 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,176 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $417,725.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,176 shares
    Change vs previous 13F -48,474 shares

    0.03% of the 13F portfolio, value $417,725.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,650 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $2,126,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,691 shares
    Change vs previous 13F +37,321 shares

    0.08% of the 13F portfolio, value $2,084,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,370 shares
    Change vs previous 13F +2,281 shares

    0.06% of the 13F portfolio, value $697,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,089 shares
    Change vs previous 13F -15,230 shares

    0.05% of the 13F portfolio, value $562,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,319 shares
    Change vs previous 13F -12,771 shares

    0.09% of the 13F portfolio, value $1,107,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 34,319 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,090 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,652,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 12,771 shares
    • Morningstar Investment Management LLC: 34,319 shares

    Acceptance time not in the bulk data set (spec §4.2).