Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,292,973
+$444,268 QoQ
Shares Held
69,282
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#496
of 1,986 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $7,258,095 across 7 Railroads names. CSX ranks #1 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
69,282 | $3,292,973 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
25,403 | $2,201,169 | |
| 3 | UNP |
Union Pacific Corp
|
5,083 | $1,382,576 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
645 | $173,892 | |
| 5 | NSC |
Norfolk Southern Corp
|
487 | $153,205 | |
| 6 | CNI |
Canadian National Railway Co
|
450 | $53,658 | |
| 7 | TRN |
Trinity Industries Inc
|
18 | $622 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,292,973 | 69,282 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,848,705 | 69,396 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,517,526 | 69,449 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,468,087 | 69,504 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,281,326 | 69,915 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,060,247 | 70,005 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,280,553 | 70,671 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,450,525 | 70,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,392,176 | 71,515 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,685,499 | 72,444 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,512,604 | 72,472 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,243,427 | 72,957 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,493,119 | 73,112 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,190,170 | 73,152 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,271,608 | 73,325 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,960,091 | 73,577 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,138,292 | 73,582 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,779,688 | 74,224 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,789,769 | 74,196 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,209,295 | 74,287 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,388,388 | 74,451 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,444,825 | 25,356 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,375,472 | 26,176 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,068,041 | 26,626 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,881,029 | 26,972 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,557,127 | 27,175 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||