Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$989,289
+$134,875 QoQ
Shares Held
20,814
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#888
of 1,985 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, 2026Connecticut Wealth Management, LLC holds $3,751,993 across 2 Railroads names. CSX ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
10,157 | $2,762,704 | |
| 2 | CSX |
Csx Corp
This page
|
20,814 | $989,289 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,289 | 20,814 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $854,414 | 20,814 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $634,882 | 17,514 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $634,989 | 17,882 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $583,489 | 17,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $526,267 | 17,882 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $577,052 | 17,882 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $617,465 | 17,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $595,878 | 17,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $845,381 | 22,805 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $818,142 | 23,598 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $702,945 | 22,860 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $800,838 | 23,485 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $703,140 | 23,485 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $752,659 | 24,295 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $621,244 | 23,320 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $730,859 | 25,150 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $931,493 | 24,873 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $945,301 | 25,141 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $747,187 | 25,124 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $551,326 | 17,186 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $552,390 | 5,729 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $515,641 | 5,682 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $480,311 | 6,184 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $431,272 | 6,184 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $365,631 | 6,381 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||