Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$210,320
+$6,293 QoQ
Shares Held
4,425
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,631
of 1,982 holders
Holding Since
Dec 2021
3 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, 2026Obermeyer Wealth Partners holds $3,458,377 across 4 Railroads names. CSX ranks #4 (6.1% of the industry book) .
All Filings in CSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,320 | 4,425 | Shares | Sole | 2026-07-29 | |
| 2022-03-31 | $204,027 | 5,448 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $204,844 | 5,448 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||