Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$411,514
+$60,209 QoQ
Shares Held
8,658
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,263
of 1,986 holders
Holding Since
Jun 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $764,026 across 2 Railroads names. CSX ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
8,658 | $411,514 | |
| 2 | UNP |
Union Pacific Corp
|
1,296 | $352,512 |
All Filings in CSX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,514 | 8,658 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,305 | 8,558 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $316,100 | 8,720 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $309,647 | 8,720 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $283,163 | 8,678 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $260,190 | 8,841 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $296,303 | 9,182 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $330,279 | 9,565 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $337,443 | 10,088 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $379,374 | 10,234 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $372,841 | 10,754 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $328,348 | 10,678 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $346,660 | 10,166 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $328,262 | 10,964 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $324,484 | 10,474 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $275,137 | 10,328 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $214,549 | 7,383 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $273,047 | 7,291 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $232,480 | 6,183 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $213,771 | 7,188 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $245,668 | 7,658 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $301,216 | 3,124 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $290,763 | 3,204 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $245,825 | 3,165 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $220,727 | 3,165 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||