Position in CSX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$285,180
+$38,880 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,460
of 1,982 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $529,980 across 2 Railroads names. CSX ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
6,000 | $285,180 | |
| 2 | UNP |
Union Pacific Corp
|
900 | $244,800 |
All Filings in CSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,180 | 6,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $246,300 | 6,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $217,500 | 6,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $213,060 | 6,000 | Shares | Sole | 2025-10-17 | |
| 2024-09-30 | $207,180 | 6,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $200,700 | 6,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $222,420 | 6,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $208,020 | 6,000 | Shares | Defined | 2024-01-29 | |
| 2023-06-30 | $204,600 | 6,000 | Shares | Defined | 2023-08-02 | |
| 2022-03-31 | $224,700 | 6,000 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $225,600 | 6,000 | Shares | Defined | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||