Position in CSX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,157,069
+$70,805 QoQ
Shares Held
24,344
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#822
of 1,982 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $2,289,949 across 2 Railroads names. CSX ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
24,344 | $1,157,069 | |
| 2 | UNP |
Union Pacific Corp
|
4,165 | $1,132,880 |
All Filings in CSX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,069 | 24,344 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $1,086,264 | 26,462 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $936,011 | 25,821 | Shares | Other | 2026-01-07 | |
| 2025-09-30 | $1,432,827 | 40,350 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,363,835 | 41,797 | Shares | Other | 2025-07-16 | |
| 2025-03-31 | $1,605,406 | 54,550 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,074,250 | 64,278 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,148,559 | 62,223 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,974,519 | 59,029 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,188,167 | 59,028 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,932,124 | 55,729 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,747,830 | 56,840 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,835,159 | 53,817 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,671,101 | 55,815 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||