Position in CSX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$268,877
+$36,658 QoQ
Shares Held
5,657
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,484
of 1,978 holders
Holding Since
Mar 2020
18 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, 2026CFM WEALTH PARTNERS LLC holds $1,550,541 across 2 Railroads names. CSX ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
4,712 | $1,281,664 | |
| 2 | CSX |
Csx Corp
This page
|
5,657 | $268,877 |
All Filings in CSX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,877 | 5,657 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $232,219 | 5,657 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $205,066 | 5,657 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $200,880 | 5,657 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $216,075 | 6,622 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $209,512 | 7,119 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $290,365 | 8,998 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $713,493 | 20,663 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $640,500 | 19,148 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $654,915 | 17,667 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $582,525 | 16,802 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $517,645 | 16,834 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $511,568 | 15,002 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $454,938 | 15,195 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $466,094 | 15,045 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $388,837 | 14,596 | Shares | Sole | 2022-10-17 | |
| 2020-06-30 | $118,558 | 1,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $97,410 | 1,700 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||