Position in CSX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$578,202
+$61,999 QoQ
Shares Held
12,165
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,116
of 1,978 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $6,679,294 across 3 Railroads names. CSX ranks #3 (8.7% of the industry book) .
All Filings in CSX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,202 | 12,165 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $516,203 | 12,575 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $488,468 | 13,475 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $489,150 | 13,775 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $390,744 | 11,975 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $352,277 | 11,970 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $440,646 | 13,655 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $471,507 | 13,655 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $458,666 | 13,712 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $508,303 | 13,712 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $487,529 | 14,062 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $431,514 | 14,033 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $538,711 | 15,798 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $481,974 | 16,098 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $498,716 | 16,098 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $428,850 | 16,098 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $467,778 | 16,097 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $602,832 | 16,097 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $605,247 | 16,097 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $478,576 | 16,092 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $518,444 | 16,161 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $550,943 | 5,714 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $317,443 | 3,498 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $201,786 | 2,598 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||