Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$975,315
+$101,238 QoQ
Shares Held
20,520
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#886
of 1,978 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $975,315 across 1 Railroads name. CSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
20,520 | $975,315 |
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,315 | 20,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $874,077 | 21,293 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $789,923 | 21,791 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $785,658 | 22,125 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $786,546 | 24,105 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $709,410 | 24,105 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $784,290 | 24,304 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||