Summit Asset Management, LLC

Position in CSX — Csx Corp

CIK 1509974 MEMPHIS, TN

Position in CSX

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

Position Value

$333,090

+$45,823 QoQ

Shares Held

7,008

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,378

of 1,982 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Asset Management, LLC holds $2,864,843 across 4 Railroads names. CSX ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	6,452	$1,754,944
2	CP	Canadian Pacific Kansas City Ltd/Cn	6,006	$520,419
3	CSX	Csx Corp This page	7,008	$333,090
4	NSC	Norfolk Southern Corp	815	$256,390

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,090	7,008	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$287,267	6,998	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$253,242	6,986	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$247,646	6,974	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$227,137	6,961	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$204,450	6,947	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$223,727	6,933	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$238,982	6,921	+0.2%	Shares	Sole	2024-11-06
2024-06-30	$231,106	6,909	+9.7%	Shares	Sole	2024-08-05
2024-03-31	$233,429	6,297	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$217,935	6,286	+0.4%	Shares	Sole	2024-02-06
2023-06-30	$213,602	6,264	+5.4%	Shares	Sole	2023-08-07
2022-03-31	$222,527	5,942	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$223,080	5,933	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.