Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$732,437
+$102,443 QoQ
Shares Held
15,410
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,015
of 1,982 holders
Holding Since
Sep 2024
8 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, 2026Aprio Wealth Management, LLC holds $3,845,651 across 5 Railroads names. CSX ranks #3 (19.0% of the industry book) .
All Filings in CSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,437 | 15,410 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $629,994 | 15,347 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $511,596 | 14,113 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $507,650 | 14,296 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $441,255 | 13,523 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $258,719 | 8,791 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,580 | 8,075 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $278,001 | 8,051 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||