CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership76,989 shares
Latest Disclosed Value $ 3,160,398
CWM Advisors, LLC reports 750.24% increase in ownership of CSX / CSX Corporation

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 76,989 shares of CSX Corporation (US:CSX) valued at $3,160,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,055 shares of CSX Corporation. This represents a change in shares of 750.24% during the quarter. The current value of the position is $3,575,369 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)
2026-05-13 2026-03-31 13F/A-1 CSX COM 126408103 76,989 67,934 750.24 3,160 863.41 0.6340
2026-04-23 2026-03-31 13F CSX COM 126408103 8,271 -784 340 0.0279
2026-02-17 2025-12-31 13F CSX COM 126408103 9,055 474 5.52 328 7.89 0.0295
2025-10-15 2025-09-30 13F CSX COM 126408103 8,581 -24 -0.28 305 8.57 0.0297
2025-07-24 2025-06-30 13F CSX COM 126408103 8,605 -2,086 -19.51 281 -10.83 0.0306
2025-06-03 2025-03-31 13F CSX COM 126408103 10,691 -26,651 -71.37 315 -73.94 0.0374
2025-01-17 2024-12-31 13F CSX COM 126408103 37,342 3,147 9.20 1,205 2.12 0.1349
2024-10-10 2024-09-30 13F CSX COM 126408103 34,195 -1,334 -3.75 1,181 -0.67 0.1208
2024-08-12 2024-06-30 13F CSX COM 126408103 35,529 -7,205 -16.86 1,188 -25.00 0.1370
2024-05-07 2024-03-31 13F CSX COM 126408103 42,734 -1,522 -3.44 1,584 3.26 0.1621
2024-02-12 2023-12-31 13F CSX COM 126408103 44,256 749 1.72 1,534 14.73 0.1687
2023-10-26 2023-09-30 13F CSX COM 126408103 43,507 3,554 8.90 1,338 -1.84 0.1708
2023-07-31 2023-06-30 13F CSX COM 126408103 39,953 26,112 188.66 1,362 228.99 0.1648
2023-04-24 2023-03-31 13F CSX COM 126408103 13,841 1,408 11.32 414 7.53 0.0527
2023-01-26 2022-12-31 13F CSX COM 126408103 12,433 189 1.54 385 18.10 0.0496
2022-11-07 2022-09-30 13F CSX COM 126408103 12,244 508 4.33 326 -4.40 0.0461
2022-08-10 2022-06-30 13F CSX COM 126408103 11,736 864 7.95 341 -16.22 0.0452
2022-04-21 2022-03-31 13F CSX COM 126408103 10,872 -1,759 -13.93 407 -14.32 0.0471
2022-02-14 2021-12-31 13F/A-1 CSX COM 126408103 12,631 -57 -0.45 475 25.99 0.0545
2021-11-09 2021-09-30 13F CSX COM 126408103 12,688 -152,936 -92.34 377 -92.90 0.0477
2021-08-10 2021-06-30 13F CSX COM 126408103 165,624 113,946 220.49 5,313 6.62 0.6991
2021-04-30 2021-03-31 13F CSX COM 126408103 51,678 21,122 69.13 4,983 79.70 0.7641
2021-02-12 2020-12-31 13F CSX COM 126408103 30,556 4,773 18.51 2,773 38.44 0.6133
2020-11-16 2020-09-30 13F CSX COM 126408103 25,783 -2,931 -10.21 2,003 0.00 0.5512
2020-08-12 2020-06-30 13F CSX COM 126408103 28,714 12,339 75.35 2,003 113.54 0.6917
2020-05-08 2020-03-31 13F CSX COM 126408103 16,375 -2,133 -11.52 938 -29.95 0.3747
2020-01-24 2019-12-31 13F CSX COM 126408103 18,508 -1,303 -6.58 1,339 -2.41 0.4801
2019-11-13 2019-09-30 13F CSX COM 126408103 19,811 6,249 46.08 1,372 30.79 0.5231
2019-07-16 2019-06-30 13F CSX COM 126408103 13,562 840 6.60 1,049 10.19 0.4412
2019-05-16 2019-03-31 13F CSX COM 126408103 12,722 12,722 952 0.4421
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.