Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,769,684
+$223,413 QoQ
Shares Held
37,233
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#677
of 1,978 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $6,730,211 across 4 Railroads names. CSX ranks #3 (26.3% of the industry book) .
All Filings in CSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,684 | 37,233 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,546,271 | 37,668 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,369,488 | 37,779 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,305,276 | 36,758 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,197,847 | 36,710 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $962,508 | 32,705 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,149,037 | 35,607 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,217,355 | 35,255 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,208,448 | 36,127 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,328,292 | 35,832 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,219,967 | 35,188 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,069,146 | 34,769 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,199,058 | 35,163 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,069,875 | 35,734 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,124,821 | 36,308 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,483,048 | 55,670 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,472,557 | 50,673 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,877,480 | 50,133 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $963,312 | 25,620 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $684,875 | 21,349 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $663,562 | 6,882 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $634,614 | 6,993 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $652,039 | 8,395 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $571,589 | 8,196 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $441,210 | 7,700 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||