Position in CSX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$47,862
+$6,525 QoQ
Shares Held
1,007
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,797
of 1,982 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $156,662 across 2 Railroads names. CSX ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
400 | $108,800 | |
| 2 | CSX |
Csx Corp
This page
|
1,007 | $47,862 |
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,862 | 1,007 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,337 | 1,007 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,503 | 1,007 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $35,758 | 1,007 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $37,557 | 1,151 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $33,873 | 1,151 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $37,142 | 1,151 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||