Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,338
-$90,002 QoQ
Shares Held
7,434
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,346
of 1,982 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $2,335,729 across 4 Railroads names. CSX ranks #4 (15.1% of the industry book) .
All Filings in CSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,338 | 7,434 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $443,340 | 10,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $281,408 | 7,763 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $383,508 | 10,800 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $352,404 | 10,800 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $317,844 | 10,800 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $348,516 | 10,800 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,924 | 10,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,260 | 10,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $400,356 | 10,800 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $374,436 | 10,800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $332,100 | 10,800 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $368,280 | 10,800 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $323,352 | 10,800 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $334,584 | 10,800 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $287,712 | 10,800 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $313,848 | 10,800 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||