Position in CSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,812,017
+$424,837 QoQ
Shares Held
59,163
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#534
of 1,982 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, 2026Williams Jones Wealth Management, LLC. holds $27,088,448 across 6 Railroads names. CSX ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
140,578 | $12,181,083 | |
| 2 | UNP |
Union Pacific Corp
|
26,310 | $7,156,320 | |
| 3 | CNI |
Canadian National Railway Co
|
23,794 | $2,837,196 | |
| 4 | CSX |
Csx Corp
This page
|
59,163 | $2,812,017 | |
| 5 | NSC |
Norfolk Southern Corp
|
4,519 | $1,421,632 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
2,523 | $680,200 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,812,017 | 59,163 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,387,180 | 58,153 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,107,647 | 58,142 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,068,173 | 58,242 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,900,436 | 58,242 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,718,918 | 58,407 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,897,088 | 58,788 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,029,949 | 58,788 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,968,231 | 58,841 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,550,119 | 68,792 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,448,256 | 70,616 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,116,092 | 68,816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,298,544 | 67,406 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,024,961 | 67,634 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,167,329 | 69,959 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,858,672 | 69,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,016,357 | 69,386 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,612,025 | 69,747 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,802,967 | 74,547 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,217,027 | 74,547 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,084,684 | 96,156 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,159,394 | 32,767 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,990,484 | 32,953 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,554,333 | 32,887 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,298,563 | 32,959 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,892,848 | 33,034 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||