Position in CSX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$477,391
+$76,867 QoQ
Shares Held
10,044
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,205
of 1,985 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,729,149 across 3 Railroads names. CSX ranks #2 (12.8% of the industry book) .
All Filings in CSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,391 | 10,044 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $400,524 | 9,757 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $337,922 | 9,322 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $328,254 | 9,244 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $293,670 | 9,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $232,879 | 7,913 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $259,224 | 8,033 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $271,060 | 7,850 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $259,070 | 7,745 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $283,363 | 7,644 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $264,185 | 7,620 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||