BAKER TILLY WEALTH MANAGEMENT, LLC

Position in CSX — Csx Corp

CIK 1840565 MADISON, WI

Position in CSX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$394,926

+$51,215 QoQ

Shares Held

8,309

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,284

of 1,982 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,572,958 across 2 Railroads names. CSX ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNP	Union Pacific Corp	4,331	$1,178,032
2	CSX	Csx Corp This page	8,309	$394,926

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,926	8,309	-0.8%	Shares	Sole	2026-07-17
2026-03-31	$343,711	8,373	+16.9%	Shares	Sole	2026-04-10
2025-12-31	$259,695	7,164	+15.7%	Shares	Sole	2026-01-08
2025-09-30	$219,913	6,193	-1.7%	Shares	Sole	2025-10-09
2025-06-30	$205,634	6,302	-21.5%	Shares	Sole	2025-07-10
2025-03-31	$236,234	8,027	+0.9%	Shares	Sole	2025-04-09
2024-12-31	$256,740	7,956	+4.1%	Shares	Sole	2025-01-10
2024-09-30	$263,981	7,645	-23.1%	Shares	Sole	2024-10-24
2024-06-30	$332,727	9,947	-26.3%	Shares	Sole	2024-07-18
2024-03-31	$500,074	13,490	-1.4%	Shares	Sole	2024-05-09
2023-12-31	$474,528	13,687	-0.8%	Shares	Sole	2024-01-10
2023-09-30	$424,411	13,802	-2.1%	Shares	Sole	2023-10-10
2023-06-30	$480,639	14,095	+8.7%	Shares	Sole	2023-07-20
2023-03-31	$388,321	12,970	-3.6%	Shares	Sole	2023-04-12
2022-12-31	$416,928	13,458	+1.7%	Shares	Sole	2023-01-26
2022-09-30	$352,660	13,238	+0.8%	Shares	Sole	2022-10-20
2022-06-30	$381,732	13,136	+0.9%	Shares	Sole	2022-07-28
2022-03-31	$487,673	13,022	+6.6%	Shares	Sole	2022-04-27
2021-12-31	$459,208	12,213	+26.9%	Shares	Sole	2022-02-08
2021-09-30	$286,306	9,627	+27.2%	Shares	Sole	2021-11-02
2021-06-30	$242,813	7,569	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.