Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$674,735
-$173,234 QoQ
Shares Held
14,196
-31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,039
of 1,982 holders
Holding Since
Mar 2021
17 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, 202644 WEALTH MANAGEMENT LLC holds $4,241,471 across 2 Railroads names. CSX ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
13,113 | $3,566,736 | |
| 2 | CSX |
Csx Corp
This page
|
14,196 | $674,735 |
All Filings in CSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,735 | 14,196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $847,969 | 20,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,371 | 20,893 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $732,571 | 20,630 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $616,217 | 18,885 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $208,980 | 6,476 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $242,676 | 7,028 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $255,306 | 7,487 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $227,035 | 7,583 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $237,368 | 7,662 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $211,708 | 7,947 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $239,890 | 8,255 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $324,167 | 8,656 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $333,399 | 8,867 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $268,046 | 9,013 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $302,867 | 9,441 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $249,631 | 2,589 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||