Position in CSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,973,254
+$1,129,332 QoQ
Shares Held
104,634
+11.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#423
of 1,982 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $15,610,576 across 5 Railroads names. CSX ranks #1 (31.9% of the industry book) .
All Filings in CSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,973,254 | 104,634 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,843,922 | 93,640 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,440,741 | 94,917 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,461,337 | 97,475 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,237,711 | 99,225 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,904,741 | 98,700 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,742,039 | 270,903 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,383,182 | 271,740 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,936,067 | 267,147 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,373,594 | 306,814 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,690,529 | 308,351 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,860,930 | 255,640 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,333,802 | 185,742 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,422,159 | 214,501 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,485,229 | 209,336 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,190,312 | 157,294 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,420,432 | 152,114 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,456,042 | 172,391 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $5,714,636 | 151,985 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||