Position in CSX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$417,503
+$56,920 QoQ
Shares Held
8,784
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,254
of 1,982 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Mattern Wealth Management LLC holds $2,280,046 across 4 Railroads names. CSX ranks #2 (18.3% 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 | $417,503 | 8,784 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $360,583 | 8,784 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $318,420 | 8,784 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $311,919 | 8,784 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $286,621 | 8,784 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $258,513 | 8,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $283,459 | 8,784 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $303,311 | 8,784 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $293,824 | 8,784 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $325,622 | 8,784 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $304,541 | 8,784 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $270,108 | 8,784 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $299,534 | 8,784 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $262,992 | 8,784 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $272,128 | 8,784 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $234,005 | 8,784 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $255,263 | 8,784 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $328,960 | 8,784 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $330,278 | 8,784 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $261,236 | 8,784 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $281,790 | 8,784 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $282,317 | 2,928 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $265,716 | 2,928 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $227,417 | 2,928 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $204,199 | 2,928 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||