Position in CSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$55,372
+$10,176 QoQ
Shares Held
1,165
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,784
of 1,982 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $697,624 across 7 Railroads names. CSX ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNI |
Canadian National Railway Co
|
2,448 | $291,899 | |
| 2 | UNP |
Union Pacific Corp
|
896 | $243,712 | |
| 3 | CSX |
Csx Corp
This page
|
1,165 | $55,372 | |
| 4 | NSC |
Norfolk Southern Corp
|
155 | $48,761 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
464 | $40,205 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
63 | $16,984 | |
| 7 | TRN |
Trinity Industries Inc
|
20 | $691 |
All Filings in CSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,372 | 1,165 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,196 | 1,101 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,870 | 824 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||