Welch & Forbes LLC

Position in CSX — Csx Corp

CIK 105495 Boston, MA

Position in CSX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,077,172

+$166,478 QoQ

Shares Held

22,663

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#849

of 1,978 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $9,170,256 across 5 Railroads names. CSX ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	18,399	$5,004,528
2	CNI	Canadian National Railway Co	18,663	$2,225,376
3	CSX	Csx Corp This page	22,663	$1,077,172
4	WAB	Westinghouse Air Brake Technologies Corp	2,050	$552,680
5	NSC	Norfolk Southern Corp	987	$310,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,077,172	22,663	+2.2%	Shares	Sole	2026-07-30
2026-03-31	$910,694	22,185	-5.0%	Shares	Sole	2026-05-01
2025-12-31	$846,763	23,359	0.0%	Shares	Sole	2026-02-10
2025-09-30	$829,478	23,359	+1.5%	Shares	Sole	2025-11-04
2025-06-30	$751,273	23,024	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$679,538	23,090	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$742,984	23,024	0.0%	Shares	Sole	2025-02-07
2024-09-30	$795,018	23,024	+5.4%	Shares	Sole	2024-11-04
2024-06-30	$730,882	21,850	0.0%	Shares	Sole	2024-08-02
2024-03-31	$809,979	21,850	-1.4%	Shares	Sole	2024-05-03
2023-12-31	$768,564	22,168	-1.4%	Shares	Sole	2024-02-06
2023-09-30	$691,321	22,482	+0.5%	Shares	Sole	2023-11-03
2023-06-30	$762,544	22,362	+0.2%	Shares	Sole	2023-07-28
2023-03-31	$668,410	22,325	-3.4%	Shares	Sole	2023-04-14
2022-12-31	$715,638	23,100	+2.1%	Shares	Sole	2023-02-02
2022-09-30	$602,730	22,625	+9.5%	Shares	Sole	2022-10-31
2022-06-30	$600,379	20,660	-12.3%	Shares	Sole	2022-07-22
2022-03-31	$882,322	23,560	+8.3%	Shares	Sole	2022-04-25
2021-12-31	$818,176	21,760	-13.9%	Shares	Sole	2022-01-19
2021-09-30	$751,232	25,260	+12.3%	Shares	Sole	2021-10-13
2021-06-30	$721,800	22,500	+294.7%	Shares	Sole	2021-07-22
2021-03-31	$549,594	5,700	0.0%	Shares	Sole	2021-04-14
2020-12-31	$517,275	5,700	0.0%	Shares	Sole	2021-01-20
2020-09-30	$442,719	5,700	0.0%	Shares	Sole	2020-10-23
2020-06-30	$397,518	5,700	0.0%	Shares	Sole	2020-07-15
2020-03-31	$326,610	5,700	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.