FSM Wealth Advisors, LLC

Position in CSX — Csx Corp

CIK 1942548 CLEVELAND, OH

Position in CSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$483,142

+$46,165 QoQ

Shares Held

10,165

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,200

of 1,982 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,307,621 across 3 Railroads names. CSX ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	1,981	$538,832
2	CSX	Csx Corp This page	10,165	$483,142
3	NSC	Norfolk Southern Corp	908	$285,647

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,142	10,165	-4.5%	Shares	Sole	2026-07-15
2026-03-31	$436,977	10,645	-28.7%	Shares	Sole	2026-04-27
2025-12-31	$540,995	14,924	-1.4%	Shares	Sole	2026-01-23
2025-09-30	$537,266	15,130	+6.3%	Shares	Sole	2025-10-17
2025-06-30	$464,292	14,229	+59.9%	Shares	Sole	2025-07-31
2025-03-31	$261,809	8,896	+0.5%	Shares	Sole	2025-04-28
2024-12-31	$285,589	8,850	+2.3%	Shares	Sole	2025-01-24
2024-09-30	$298,753	8,652	+2.8%	Shares	Sole	2024-10-30
2024-06-30	$281,414	8,413	-0.0%	Shares	Sole	2024-07-12
2024-03-31	$312,018	8,417	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$299,514	8,639	+0.9%	Shares	Sole	2024-05-14
2023-09-30	$263,343	8,564	+3.8%	Shares	Sole	2023-11-14
2023-06-30	$281,393	8,252	+17.8%	Shares	Sole	2023-07-12
2023-03-31	$209,819	7,008	-5.0%	Shares	Sole	2023-04-24
2022-12-31	$228,508	7,376	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.