BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in CSX — Csx Corp

CIK 1352860 BLUE BELL, PA

Position in CSX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$513,324

+$6,685 QoQ

Shares Held

10,800

-12.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,175

of 1,982 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Industrials · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $863,576 across 3 Railroads names. CSX ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	10,800	$513,324
2	UNP	Union Pacific Corp	1,253	$340,816
3	WAB	Westinghouse Air Brake Technologies Corp	35	$9,436

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,324	10,800	-12.5%	Shares	Sole	2026-08-06
2026-03-31	$506,639	12,342	-4.4%	Shares	Sole	2026-05-11
2025-12-31	$468,060	12,912	-4.2%	Shares	Sole	2026-02-09
2025-09-30	$478,426	13,473	-1.0%	Shares	Sole	2025-10-22
2025-06-30	$444,159	13,612	-11.0%	Shares	Sole	2025-08-11
2025-03-31	$449,925	15,288	-6.2%	Shares	Sole	2025-05-05
2024-12-31	$526,130	16,304	-8.2%	Shares	Sole	2025-02-07
2024-09-30	$613,459	17,766	-18.7%	Shares	Sole	2024-10-29
2024-06-30	$730,815	21,848	-2.8%	Shares	Sole	2024-08-05
2024-03-31	$833,630	22,488	-0.4%	Shares	Sole	2024-04-24
2023-12-31	$783,125	22,588	+0.3%	Shares	Sole	2024-01-25
2023-09-30	$692,736	22,528	0.0%	Shares	Sole	2023-10-30
2023-06-30	$768,204	22,528	-6.2%	Shares	Sole	2023-08-08
2023-03-31	$719,398	24,028	-4.9%	Shares	Sole	2023-05-08
2022-12-31	$782,492	25,258	0.0%	Shares	Sole	2023-02-03
2022-09-30	$672,873	25,258	0.0%	Shares	Sole	2022-11-09
2022-06-30	$733,997	25,258	-2.4%	Shares	Sole	2022-08-02
2022-03-31	$969,018	25,875	+0.2%	Shares	Sole	2022-04-21
2021-12-31	$971,020	25,825	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.