Position in CSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,022,988
+$133,599 QoQ
Shares Held
21,523
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#879
of 1,985 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026CASTLE WEALTH MANAGEMENT LLC holds $1,022,988 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
21,523 | $1,022,988 |
All Filings in CSX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,988 | 21,523 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $889,389 | 21,666 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $757,407 | 20,894 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $785,055 | 22,108 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $693,028 | 21,239 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $679,038 | 23,073 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $712,812 | 22,089 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $713,942 | 20,676 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $617,988 | 18,475 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $556,939 | 15,024 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $534,368 | 15,413 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $462,664 | 15,046 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $318,596 | 9,343 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $277,424 | 9,266 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $358,221 | 11,563 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $310,462 | 11,654 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $90,027 | 3,098 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||