LYELL WEALTH MANAGEMENT, LP

Position in CSX — Csx Corp

CIK 1686444 MENLO PARK, CA

Position in CSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,322,807

+$180,345 QoQ

Shares Held

27,831

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#776

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $10,338,095 across 3 Railroads names. CSX ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	31,590	$8,592,480
2	CSX	Csx Corp This page	27,831	$1,322,807
3	NSC	Norfolk Southern Corp	1,344	$422,808

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,322,807	27,831	0.0%	Shares	Sole	2026-08-05
2026-03-31	$1,142,462	27,831	0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,008,873	27,831	+1.8%	Shares	Sole	2026-02-12
2025-09-30	$971,020	27,345	0.0%	Shares	Sole	2025-11-06
2025-06-30	$892,267	27,345	-0.6%	Shares	Sole	2025-07-29
2025-03-31	$809,560	27,508	0.0%	Shares	Sole	2025-05-08
2024-12-31	$887,683	27,508	0.0%	Shares	Sole	2025-02-03
2024-09-30	$949,851	27,508	0.0%	Shares	Sole	2024-10-23
2024-06-30	$920,142	27,508	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,019,721	27,508	+0.6%	Shares	Sole	2024-05-03
2023-12-31	$948,051	27,345	0.0%	Shares	Sole	2024-02-02
2023-09-30	$840,858	27,345	0.0%	Shares	Sole	2023-10-31
2023-06-30	$932,464	27,345	0.0%	Shares	Sole	2023-08-04
2023-03-31	$818,709	27,345	-1.6%	Shares	Sole	2023-05-03
2022-12-31	$861,027	27,793	-0.6%	Shares	Sole	2023-01-24
2022-09-30	$744,721	27,955	+6.6%	Shares	Sole	2022-10-24
2022-06-30	$761,749	26,213	+1.7%	Shares	Sole	2022-07-28
2022-03-31	$965,573	25,783	+0.3%	Shares	Sole	2022-05-04
2021-12-31	$966,244	25,698	-2.1%	Shares	Sole	2022-02-08
2021-09-30	$780,853	26,256	0.0%	Shares	Sole	2021-11-10
2021-06-30	$842,292	26,256	+206.9%	Shares	Sole	2021-08-09
2021-03-31	$824,969	8,556	+0.2%	Shares	Sole	2021-05-07
2020-12-31	$774,551	8,535	+0.4%	Shares	Sole	2021-02-04
2020-09-30	$660,195	8,500	0.0%	Shares	Sole	2020-11-04
2020-06-30	$592,790	8,500	-17.1%	Shares	Sole	2020-07-30
2020-03-31	$587,210	10,248	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.