CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership16,784 shares
Latest Disclosed Value $ 688,984
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 6.25% increase in ownership of CSX / CSX Corporation

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 16,784 shares of CSX Corporation (AT:CSX) valued at $586,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 15,797 shares of CSX Corporation. This represents a change in shares of 6.25% during the quarter. The current value of the position is $683,696 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)
2026-05-04 2026-03-31 13F CSX COM 126408103 16,784 987 6.25 689 20.28 0.0082
2026-01-16 2025-12-31 13F CSX COM 126408103 15,797 213 1.37 573 3.44 0.0102
2025-11-10 2025-09-30 13F CSX COM 126408103 15,584 72 0.46 553 9.29 0.0111
2025-07-21 2025-06-30 13F CSX COM 126408103 15,512 381 2.52 506 13.71 0.0114
2025-05-08 2025-03-31 13F CSX COM 126408103 15,131 -2,069 -12.03 445 -19.82 0.0115
2025-01-22 2024-12-31 13F CSX COM 126408103 17,200 -426 -2.42 555 -8.72 0.0151
2024-11-01 2024-09-30 13F CSX COM 126408103 17,626 351 2.03 609 5.37 0.0171
2024-08-09 2024-06-30 13F CSX COM 126408103 17,275 126 0.73 578 -9.13 0.0171
2024-05-07 2024-03-31 13F CSX COM 126408103 17,149 -1,858 -9.78 636 -3.50 0.0192
2024-02-06 2023-12-31 13F CSX COM 126408103 19,007 2,512 15.23 659 29.78 0.0219
2023-11-03 2023-09-30 13F CSX COM 126408103 16,495 1,231 8.06 507 -2.50 0.0199
2023-08-11 2023-06-30 13F CSX COM 126408103 15,264 -157 -1.02 521 12.80 0.0209
2023-05-09 2023-03-31 13F CSX COM 126408103 15,421 717 4.88 462 1.32 0.0200
2023-02-08 2022-12-31 13F CSX COM 126408103 14,704 0 0.00 456 16.07 0.0215
2022-11-03 2022-09-30 13F CSX COM 126408103 14,704 144 0.99 392 -7.33 0.0205
2022-08-02 2022-06-30 13F CSX COM 126408103 14,560 543 3.87 423 -19.43 0.0222
2022-05-13 2022-03-31 13F CSX COM 126408103 14,017 460 3.39 525 2.94 0.0262
2022-02-14 2021-12-31 13F CSX COM 126408103 13,557 -1,967 -12.67 510 10.39 0.0255
2021-11-02 2021-09-30 13F CSX COM 126408103 15,524 1,895 13.90 462 5.72 0.0263
2021-08-12 2021-06-30 13F CSX COM 126408103 13,629 9,149 204.22 437 1.16 0.0265
2021-05-17 2021-03-31 13F CSX COM 126408103 4,480 105 2.40 432 8.82 0.0346
2021-02-12 2020-12-31 13F CSX COM 126408103 4,375 0 0.00 397 16.76 0.0303
2020-11-12 2020-09-30 13F CSX COM 126408103 4,375 -264 -5.69 340 4.94 0.0290
2020-08-12 2020-06-30 13F CSX COM 126408103 4,639 -265 -5.40 324 15.30 0.0302
2020-05-11 2020-03-31 13F CSX COM 126408103 4,904 -130 -2.58 281 -22.80 0.0307
2020-02-13 2019-12-31 13F CSX COM 126408103 5,034 0 0.00 364 4.30 0.0400
2019-11-13 2019-09-30 13F CSX COM 126408103 5,034 -468 -8.51 349 -18.08 0.0423
2019-08-12 2019-06-30 13F CSX COM 126408103 5,502 0 0.00 426 3.40 0.0555
2019-05-13 2019-03-31 13F CSX COM 126408103 5,502 -575 -9.46 412 8.99 0.0599
2019-02-13 2018-12-31 13F CSX COM 126408103 6,077 1,051 20.91 378 1.61 0.0642
2018-11-13 2018-09-30 13F CSX COM 126408103 5,026 -22 -0.44 372 15.53 0.0659
2018-08-13 2018-06-30 13F CSX COM 126408103 5,048 1,324 35.55 322 55.56 0.0603
2018-05-14 2018-03-31 13F/A-1 CSX COM 126408103 3,724 0 0.00 207 0.98 0.0409
2018-05-11 2018-03-31 13F CSX COM 126408103 1,738 -1,986 207
2018-02-12 2017-12-31 13F CSX COM 126408103 3,724 0 0.00 205 1.49 0.0440
2017-11-13 2017-09-30 13F CSX COM 126408103 3,724 0 0.00 202 -0.49 0.0466
2017-08-10 2017-06-30 13F CSX COM 126408103 3,724 3,724 203 0.0494
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.