Position in CSX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,263,013
+$436,291 QoQ
Shares Held
89,691
-3.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#455
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $77,803,548 across 6 Railroads names. CSX ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
113,015 | $30,740,080 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
243,908 | $21,134,628 | |
| 3 | NSC |
Norfolk Southern Corp
|
67,123 | $21,116,224 | |
| 4 | CSX |
Csx Corp
This page
|
89,691 | $4,263,013 | |
| 5 | CNI |
Canadian National Railway Co
|
4,564 | $544,211 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
20 | $5,392 |
All Filings in CSX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,263,013 | 89,691 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,826,722 | 93,221 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,343,845 | 92,244 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,327,713 | 93,712 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,643,465 | 111,660 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,834,287 | 130,285 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,203,909 | 130,273 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,282,663 | 95,067 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,187,851 | 95,302 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,591,452 | 69,907 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,497,488 | 72,036 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,215,107 | 72,036 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,302,466 | 67,521 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,090,440 | 69,821 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,335,644 | 75,392 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,010,520 | 75,470 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,260,170 | 77,776 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $2,935,967 | 78,397 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $2,902,607 | 77,197 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,838,437 | 61,817 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $2,016,324 | 62,853 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,232,701 | 23,156 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,128,632 | 23,456 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $2,135,458 | 27,494 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,938,356 | 27,794 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $1,625,199 | 28,363 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||