Position in CSX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,377,783
+$302,295 QoQ
Shares Held
50,027
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#577
of 1,982 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Dec 31, 2024CallValue
$758,345
CallShares
23,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $4,241,104 across 2 Railroads names. CSX ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
50,027 | $2,377,783 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
21,504 | $1,863,321 |
All Filings in CSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,377,783 | 50,027 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,075,488 | 50,560 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,076,008 | 29,683 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $357,479 | 10,067 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $303,295 | 9,295 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $238,294 | 8,097 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $258,385 | 8,007 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $758,345 | 23,500 | Call | Sole | 2025-01-15 | |
| 2024-09-30 | $1,191,181 | 34,497 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,067,690 | 31,919 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||