CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership17,730 shares
Latest Disclosed Value $ 727,817
Bedel Financial Consulting, Inc. ownership in CSX / CSX Corporation

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 17,730 shares of CSX Corporation (AT:CSX) valued at $619,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 17,730 shares of CSX Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $722,232 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)
2026-05-04 2026-03-31 13F CSX COM 126408103 17,730 0 0.00 728 13.24 0.0809
2026-01-28 2025-12-31 13F CSX COM 126408103 17,730 0 0.00 643 2.07 0.0692
2025-11-07 2025-09-30 13F CSX COM 126408103 17,730 0 0.00 630 8.82 0.0804
2025-08-12 2025-06-30 13F CSX COM 126408103 17,730 0 0.00 579 16.06 0.0789
2025-05-07 2025-03-31 13F CSX COM 126408103 17,730 0 0.00 498 -14.43 0.0714
2025-02-06 2024-12-31 13F CSX COM 126408103 17,730 0 0.00 583 -4.90 0.0810
2024-11-12 2024-09-30 13F CSX COM 126408103 17,730 0 0.00 612 3.20 0.0864
2024-08-05 2024-06-30 13F CSX COM 126408103 17,730 0 0.00 593 -9.74 0.0869
2024-05-07 2024-03-31 13F CSX COM 126408103 17,730 0 0.00 657 7.00 0.1031
2024-02-13 2023-12-31 13F/A-1 CSX COM 126408103 17,730 0 0.00 615 12.66 0.1126
2024-02-08 2023-12-31 13F CSX COM 126408103 17,730 0 615 0.1126
2024-02-08 2023-09-30 13F CSX COM 126408103 17,730 0 0.00 545 -9.77 0.1104
2023-08-10 2023-06-30 13F CSX COM 126408103 17,730 0 0.00 605 13.96 0.1263
2023-05-02 2023-03-31 13F CSX COM 126408103 17,730 0 0.00 531 -3.46 0.1293
2023-02-07 2022-12-31 13F CSX COM 126408103 17,730 0 0.00 549 3.39 0.1366
2022-11-08 2022-09-30 13F CSX COM 126408103 17,730 0 0.00 531 3.11 0.1408
2022-08-04 2022-06-30 13F CSX COM 126408103 17,730 0 0.00 515 -22.44 0.1507
2022-04-19 2022-03-31 13F CSX COM 126408103 17,730 0 0.00 664 -0.45 0.2086
2022-01-11 2021-12-31 13F CSX COM 126408103 17,730 0 0.00 667 26.57 0.2074
2021-10-12 2021-09-30 13F CSX COM 126408103 17,730 0 0.00 527 -7.38 0.1809
2021-08-03 2021-06-30 13F CSX COM 126408103 17,730 11,820 200.00 569 -0.18 0.1981
2021-04-26 2021-03-31 13F CSX COM 126408103 5,910 0 0.00 570 6.34 0.2205
2021-02-02 2020-12-31 13F CSX COM 126408103 5,910 0 0.00 536 16.78 0.2378
2020-10-20 2020-09-30 13F CSX COM 126408103 5,910 -30 -0.51 459 10.87 0.2295
2020-07-14 2020-06-30 13F CSX COM 126408103 5,940 -60 -1.00 414 20.35 0.2232
2020-05-06 2020-03-31 13F CSX COM 126408103 6,000 0 0.00 344 -20.74 0.2275
2020-01-28 2019-12-31 13F CSX COM 126408103 6,000 -203 -3.27 434 0.93 0.2461
2019-10-09 2019-09-30 13F CSX COM 126408103 6,203 0 0.00 430 -10.42 0.2588
2019-08-01 2019-06-30 13F CSX COM 126408103 6,203 0 0.00 480 3.45 0.2917
2019-05-02 2019-03-31 13F CSX COM 126408103 6,203 0 0.00 464 20.52 0.2960
2019-01-28 2018-12-31 13F CSX COM 126408103 6,203 -225 -3.50 385 -17.03 0.2770
2018-11-01 2018-09-30 13F CSX COM 126408103 6,428 0 0.00 464 13.17 0.3096
2018-07-18 2018-06-30 13F CSX COM 126408103 6,428 0 0.00 410 14.53 0.3015
2018-05-03 2018-03-31 13F CSX COM 126408103 6,428 150 2.39 358 3.77 0.2721
2018-02-06 2017-12-31 13F CSX COM 126408103 6,278 6,278 345 0.3105
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.