CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership7,362 shares
Latest Disclosed Value $ 319,269
Cornerstone Wealth Group, LLC reports 6.39% increase in ownership of CSX / CSX Corporation

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 7,362 shares of CSX Corporation (US:CSX) valued at $302,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 6,920 shares of CSX Corporation. This represents a change in shares of 6.39% during the quarter. The current value of the position is $341,891 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F CSX COM 126408103 7,362 442 6.39 319 27.60 0.0204
2026-01-26 2025-12-31 13F CSX COM 126408103 6,920 341 5.18 251 7.30 0.0171
2025-10-30 2025-09-30 13F CSX COM 126408103 6,579 -1,360 -17.13 234 -10.04 0.0158
2025-07-28 2025-06-30 13F CSX COM 126408103 7,939 7,939 259 0.0194
2025-04-23 2025-03-31 13F CSX COM 126408103 0 -7,045 -100.00 0 -100.00
2025-01-22 2024-12-31 13F CSX COM 126408103 7,045 208 3.04 227 -3.81 0.0186
2024-10-25 2024-09-30 13F CSX COM 126408103 6,837 -236 -3.34 236 0.00 0.0195
2024-07-24 2024-06-30 13F CSX COM 126408103 7,073 203 2.95 237 -7.09 0.0210
2024-04-17 2024-03-31 13F CSX COM 126408103 6,870 6,870 255 0.0234
2020-01-28 2019-12-31 13F CSX COM 126408103 0 -2,983 -100.00 0 -100.00
2019-11-05 2019-09-30 13F CSX COM 126408103 2,983 -880 -22.78 207 -30.77 0.0519
2019-08-08 2019-06-30 13F CSX COM 126408103 3,863 0 0.00 299 3.46 0.0806
2019-05-02 2019-03-31 13F CSX COM 126408103 3,863 3,863 289 0.0726
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.