Position in CSX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$600,969
+$81,933 QoQ
Shares Held
12,644
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#1,094
of 1,982 holders
Holding Since
Dec 2025
3 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, 2026Smith Partners Wealth Management, LLC holds $801,362 across 2 Railroads names. CSX ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
12,644 | $600,969 | |
| 2 | NSC |
Norfolk Southern Corp
|
637 | $200,393 |
All Filings in CSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,969 | 12,644 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $519,036 | 12,644 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $458,345 | 12,644 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||