Position in CSX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$308,136
+$44,637 QoQ
Shares Held
6,483
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,409
of 1,982 holders
Holding Since
Dec 2023
10 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, 2026Lakeridge Wealth Management LLC holds $761,832 across 2 Railroads names. CSX ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
1,668 | $453,696 | |
| 2 | CSX |
Csx Corp
This page
|
6,483 | $308,136 |
All Filings in CSX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,136 | 6,483 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $263,499 | 6,419 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $229,933 | 6,343 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $223,109 | 6,283 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $205,242 | 6,290 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $200,783 | 6,222 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $213,257 | 6,176 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $206,553 | 6,175 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $228,128 | 6,154 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $212,527 | 6,130 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||