CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership73,268 shares
Latest Disclosed Value $ 3,007,637
Apollon Wealth Management, LLC reports 13.64% increase in ownership of CSX / CSX Corporation

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 73,268 shares of CSX Corporation (AT:CSX) valued at $2,559,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 64,476 shares of CSX Corporation. This represents a change in shares of 13.64% during the quarter. The current value of the position is $2,984,572 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)
2026-04-22 2026-03-31 13F CSX COM 126408103 73,268 8,792 13.64 3,008 28.67 0.0489
2026-01-22 2025-12-31 13F CSX COM 126408103 64,476 207 0.32 2,337 2.41 0.0405
2025-10-17 2025-09-30 13F CSX COM 126408103 64,269 2,588 4.20 2,282 13.42 0.0406
2025-07-25 2025-06-30 13F CSX COM 126408103 61,681 -11,175 -15.34 2,013 -6.16 0.0397
2025-05-02 2025-03-31 13F CSX COM 126408103 72,856 3,812 5.52 2,144 -3.77 0.0472
2025-01-28 2024-12-31 13F CSX COM 126408103 69,044 16,050 30.29 2,228 21.82 0.0514
2024-11-05 2024-09-30 13F CSX COM 126408103 52,994 -2,052 -3.73 1,830 -0.65 0.0517
2024-07-19 2024-06-30 13F CSX COM 126408103 55,046 1,445 2.70 1,841 -7.30 0.0561
2024-05-02 2024-03-31 13F CSX COM 126408103 53,601 20,832 63.57 1,987 74.82 0.0626
2024-02-06 2023-12-31 13F CSX COM 126408103 32,769 7,257 28.45 1,136 44.90 0.0392
2023-11-14 2023-09-30 13F CSX COM 126408103 25,512 -3,305 -11.47 784 -20.16 0.0394
2023-08-04 2023-06-30 13F CSX COM 126408103 28,817 4,284 17.46 983 33.79 0.0474
2023-05-16 2023-03-31 13F CSX COM 126408103 24,533 1,393 6.02 735 2.51 0.0451
2023-02-15 2022-12-31 13F CSX COM 126408103 23,140 3,807 19.69 717 39.03 0.0509
2022-11-08 2022-09-30 13F CSX COM 126408103 19,333 3,918 25.42 515 14.96 0.0424
2022-08-11 2022-06-30 13F CSX COM 126408103 15,415 1,041 7.24 448 -16.73 0.0373
2022-05-16 2022-03-31 13F CSX COM 126408103 14,374 6,459 81.60 538 80.54 0.0382
2022-02-14 2021-12-31 13F CSX COM 126408103 7,915 7,915 298 0.0223
2021-05-14 2021-03-31 13F CSX COM 126408103 0 -2,353 -100.00 0 -100.00
2021-01-29 2020-12-31 13F CSX COM 126408103 2,353 2,353 214 0.0580
2020-11-03 2020-09-30 13F CSX COM 126408103 0 -3,319 -100.00 0 -100.00
2020-08-14 2020-06-30 13F CSX COM 126408103 3,319 3,319 231 0.1276
2020-05-08 2020-03-31 13F CSX COM 126408103 0 -3,087 -100.00 0 -100.00
2020-01-30 2019-12-31 13F CSX COM 126408103 3,087 3,087 231 0.2039
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.