Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,367,388
+$493,969 QoQ
Shares Held
28,769
+35.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#771
of 1,978 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,648,345 across 6 Railroads names. CSX ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
8,501 | $2,312,272 | |
| 2 | CSX |
Csx Corp
This page
|
28,769 | $1,367,388 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
13,105 | $1,135,547 | |
| 4 | NSC |
Norfolk Southern Corp
|
1,200 | $377,507 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
924 | $249,109 | |
| 6 | CNI |
Canadian National Railway Co
|
1,732 | $206,522 |
All Filings in CSX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,388 | 28,769 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $873,419 | 21,277 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $718,799 | 19,829 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $628,880 | 17,710 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $575,363 | 17,633 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $515,553 | 17,518 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $514,834 | 15,954 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $334,388 | 9,684 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $336,305 | 10,054 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $377,148 | 10,174 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $290,083 | 8,367 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||