CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership37,668 shares
Latest Disclosed Value $ 1,546,276
Western Wealth Management, LLC reports 0.29% decrease in ownership of CSX / CSX Corporation

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 37,668 shares of CSX Corporation (US:CSX) valued at $1,546,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 37,779 shares of CSX Corporation. This represents a change in shares of -0.29% during the quarter. The current value of the position is $1,741,392 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.

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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)
2026-05-19 2026-03-31 13F CSX COM 126408103 37,668 -111 -0.29 1,546 12.93 0.0359
2026-02-05 2025-12-31 13F CSX Common Stock 126408103 37,779 1,021 2.78 1,369 4.90 0.0631
2025-11-06 2025-09-30 13F CSX Common Stock 126408103 36,758 48 0.13 1,305 9.02 0.0688
2025-08-11 2025-06-30 13F CSX Common Stock 126408103 36,710 4,005 12.25 1,198 24.43 0.0711
2025-04-23 2025-03-31 13F CSX Common Stock 126408103 32,705 -2,902 -8.15 963 -16.28 0.0637
2025-04-16 2024-12-31 13F/A-1 CSX Common Stock 126408103 35,607 352 1.00 1,149 -5.59 0.0749
2024-11-12 2024-09-30 13F CSX COM 126408103 35,255 -872 -2.41 1,217 0.75 0.0694
2024-07-19 2024-06-30 13F CSX COM 126408103 36,127 295 0.82 1,208 -9.04 0.0896
2024-05-03 2024-03-31 13F CSX COM 126408103 35,832 644 1.83 1,328 8.94 0.1032
2024-01-31 2023-12-31 13F CSX COM 126408103 35,188 419 1.21 1,220 14.03 0.0879
2023-11-08 2023-09-30 13F CSX COM 126408103 34,769 -394 -1.12 1,069 -10.84 0.0903
2023-08-30 2023-06-30 13F CSX COM 126408103 35,163 -571 -1.60 1,199 12.16 0.1023
2023-08-30 2023-03-31 13F CSX COM 126408103 35,734 -574 -1.58 1,070 -4.89 0.0996
2023-02-03 2022-12-31 13F CSX COM 126408103 36,308 -19,362 -34.78 1,125 -24.36 0.1150
2022-11-07 2022-09-30 13F CSX COM 126408103 55,670 4,997 9.86 1,486 1.16 0.0851
2022-07-18 2022-06-30 13F CSX COM 126408103 50,673 540 1.08 1,469 -21.78 0.0843
2022-05-10 2022-03-31 13F CSX COM 126408103 50,133 24,513 95.68 1,878 93.61 0.0911
2022-02-14 2021-12-31 13F CSX COM 126408103 25,620 4,271 20.01 970 44.56 0.0958
2021-08-09 2021-06-30 13F CSX COM 126408103 21,349 14,467 210.22 671 1.05 0.0690
2021-05-14 2021-03-31 13F CSX COM 126408103 6,882 -111 -1.59 664 4.57 0.0893
2021-02-10 2020-12-31 13F CSX COM 126408103 6,993 -1,402 -16.70 635 -2.61 0.0932
2020-10-27 2020-09-30 13F CSX COM 126408103 8,395 199 2.43 652 13.99 0.1065
2020-07-20 2020-06-30 13F CSX COM 126408103 8,196 496 6.44 572 31.19 0.1037
2020-04-27 2020-03-31 13F CSX COM 126408103 7,700 -2,760 -26.39 436 -42.40 0.1000
2020-02-10 2019-12-31 13F CSX COM 126408103 10,460 -712 -6.37 757 -1.94 0.1147
2019-11-08 2019-09-30 13F CSX COM 126408103 11,172 -568 -4.84 772 -14.70 0.1607
2019-08-06 2019-06-30 13F CSX COM 126408103 11,740 -52 -0.44 905 2.84 0.1189
2019-05-10 2019-03-31 13F CSX COM 126408103 11,792 1,319 12.59 880 34.76 0.1959
2019-02-15 2018-12-31 13F CSX COM 126408103 10,473 10,473 653 0.1756
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.