APPLETON PARTNERS INC/MA

Position in CSX — Csx Corp

CIK 1055290 BOSTON, MA

Position in CSX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$971,228

+$130,689 QoQ

Shares Held

20,434

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#892

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $2,766,109 across 3 Railroads names. CSX ranks #2 (35.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAB	Westinghouse Air Brake Technologies Corp	3,646	$982,961
2	CSX	Csx Corp This page	20,434	$971,228
3	UNP	Union Pacific Corp	2,985	$811,920

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,228	20,434	-0.2%	Shares	Sole	2026-07-21
2026-03-31	$840,539	20,476	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$745,662	20,570	+12.9%	Shares	Sole	2026-01-09
2025-09-30	$647,205	18,226	0.0%	Shares	Sole	2025-11-05
2025-06-30	$594,714	18,226	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$543,984	18,484	-1.4%	Shares	Sole	2025-04-22
2024-12-31	$604,868	18,744	-0.0%	Shares	Sole	2025-01-28
2024-09-30	$647,368	18,748	0.0%	Shares	Sole	2024-10-01
2024-06-30	$627,120	18,748	+1.8%	Shares	Sole	2024-07-02
2024-03-31	$682,421	18,409	0.0%	Shares	Sole	2024-04-01
2023-12-31	$638,240	18,409	0.0%	Shares	Sole	2024-01-02
2023-09-30	$566,076	18,409	0.0%	Shares	Sole	2023-10-03
2023-06-30	$627,746	18,409	-48.7%	Shares	Sole	2023-07-10
2023-03-31	$1,074,187	35,878	-2.1%	Shares	Sole	2023-04-10
2022-12-31	$1,134,828	36,631	-5.2%	Shares	Sole	2023-01-19
2022-09-30	$1,028,970	38,625	-11.6%	Shares	Sole	2022-10-27
2022-06-30	$1,269,573	43,688	+3.8%	Shares	Sole	2022-07-08
2022-03-31	$1,575,558	42,071	-2.7%	Shares	Sole	2022-04-05
2021-12-31	$1,625,372	43,228	-0.1%	Shares	Sole	2022-02-03
2021-09-30	$1,286,314	43,252	-2.3%	Shares	Sole	2021-10-14
2021-06-30	$1,419,732	44,256	+198.7%	Shares	Sole	2021-07-07
2021-03-31	$1,428,558	14,816	-4.2%	Shares	Sole	2021-04-19
2020-12-31	$1,403,993	15,471	-4.3%	Shares	Sole	2021-01-19
2020-09-30	$1,255,069	16,159	-1.3%	Shares	Sole	2020-10-14
2020-06-30	$1,141,575	16,369	-7.1%	Shares	Sole	2020-08-14
2020-03-31	$1,009,626	17,620	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.