Position in CSX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$349,963
+$54,403 QoQ
Shares Held
7,363
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#1,353
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, 2026Lee-Kelleher Wealth Management holds $349,963 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
|
7,363 | $349,963 |
All Filings in CSX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,963 | 7,363 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $295,560 | 7,200 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $261,000 | 7,200 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $255,672 | 7,200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $234,936 | 7,200 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $211,896 | 7,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $232,344 | 7,200 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||