Position in CSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,931,332
+$797,310 QoQ
Shares Held
103,752
+3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#425
of 1,978 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $32,801,140 across 6 Railroads names. CSX ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
60,170 | $16,366,240 | |
| 2 | NSC |
Norfolk Southern Corp
|
24,634 | $7,749,610 | |
| 3 | CSX |
Csx Corp
This page
|
103,752 | $4,931,332 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
8,106 | $2,185,377 | |
| 5 | CNI |
Canadian National Railway Co
|
6,752 | $805,108 | |
| 6 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
8,811 | $763,473 |
All Filings in CSX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,931,332 | 103,752 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,134,022 | 100,707 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,392,347 | 93,582 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,185,247 | 89,700 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,578,879 | 79,034 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,910,214 | 98,886 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,297,172 | 71,186 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,122,386 | 61,465 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,029,879 | 60,684 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,505,524 | 67,589 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,491,108 | 71,852 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,332,110 | 75,841 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,321,425 | 68,077 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,862,028 | 62,192 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,009,734 | 64,872 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,703,521 | 63,946 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,889,394 | 65,017 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,386,763 | 63,732 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,289,614 | 60,894 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||