Position in CSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$375,534
+$63,021 QoQ
Shares Held
7,901
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,303
of 1,978 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $666,764 across 2 Railroads names. CSX ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
7,901 | $375,534 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
3,361 | $291,230 |
All Filings in CSX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,534 | 7,901 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $312,513 | 7,613 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $275,971 | 7,613 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $270,337 | 7,613 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $248,412 | 7,613 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $224,050 | 7,613 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $245,671 | 7,613 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $262,876 | 7,613 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $254,654 | 7,613 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $282,213 | 7,613 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $263,942 | 7,613 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $242,156 | 7,875 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $268,537 | 7,875 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $235,777 | 7,875 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $243,967 | 7,875 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||