Position in CSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,173
+$7,204 QoQ
Shares Held
719
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,829
of 1,978 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $155,616 across 8 Railroads names. CSX ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
234 | $63,648 | |
| 2 | NSC |
Norfolk Southern Corp
|
118 | $37,121 | |
| 3 | CSX |
Csx Corp
This page
|
719 | $34,173 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
49 | $13,210 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
40 | $3,465 | |
| 6 | GBX |
Greenbrier Companies Inc
|
45 | $2,205 | |
| 7 | TRN |
Trinity Industries Inc
|
45 | $1,556 | |
| 8 | CNI |
Canadian National Railway Co
|
2 | $238 |
All Filings in CSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,173 | 719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,969 | 657 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $23,080 | 650 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||