CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership16,446 shares
Latest Disclosed Value $ 675,099
Pinnacle Wealth Planning Services, Inc. reports 0.03% increase in ownership of CSX / CSX Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 16,446 shares of CSX Corporation (AT:CSX) valued at $574,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 16,441 shares of CSX Corporation. This represents a change in shares of 0.03% during the quarter. The current value of the position is $669,928 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)
2026-05-11 2026-03-31 13F CSX COM 126408103 16,446 5 0.03 675 13.45 0.0697
2026-02-13 2025-12-31 13F CSX COM 126408103 16,441 -368 -2.19 596 -0.17 0.0622
2025-11-13 2025-09-30 13F CSX COM 126408103 16,809 1,229 7.89 597 17.32 0.0699
2025-08-11 2025-06-30 13F CSX COM 126408103 15,580 -6,789 -30.35 508 -22.80 0.0669
2025-05-15 2025-03-31 13F CSX COM 126408103 22,369 -643 -2.79 658 -11.32 0.0990
2025-02-27 2024-12-31 13F/A-1 CSX COM 126408103 23,012 6,787 41.83 743 32.50 0.1116
2025-02-06 2024-12-31 13F CSX COM 126408103 23,012 6,787 743 0.1037
2024-11-13 2024-09-30 13F CSX Stock 126408103 16,225 562 3.59 560 7.07 0.0761
2024-08-09 2024-06-30 13F CSX Stock 126408103 15,663 93 0.60 524 -9.36 0.0749
2024-05-10 2024-03-31 13F CSX Stock 126408103 15,570 -177 -1.12 577 5.87 0.0846
2024-02-08 2023-12-31 13F CSX Stock 126408103 15,747 -17 -0.11 546 12.60 0.0858
2023-11-08 2023-09-30 13F CSX Stock 126408103 15,764 900 6.05 485 -4.35 0.0799
2023-08-07 2023-06-30 13F CSX Stock 126408103 14,864 6,067 68.97 507 92.40 0.0819
2023-05-03 2023-03-31 13F CSX Stock 126408103 8,797 699 8.63 263 5.20 0.0438
2023-02-13 2022-12-31 13F CSX Stock 126408103 8,098 -3,904 -32.53 251 -21.63 0.0446
2022-11-09 2022-09-30 13F CSX Stock 126408103 12,002 1,303 12.18 319 2.57 0.0590
2022-08-03 2022-06-30 13F CSX Stock 126408103 10,699 -4,730 -30.66 311 -46.19 0.0559
2022-04-20 2022-03-31 13F CSX Stock 126408103 15,429 3,480 29.12 578 28.73 0.1053
2022-01-21 2021-12-31 13F CSX Stock 126408103 11,949 328 2.82 449 29.77 0.0877
2021-10-29 2021-09-30 13F CSX Stock 126408103 11,621 776 7.16 346 -0.57 0.0765
2021-08-02 2021-06-30 13F CSX Stock 126408103 10,845 7,232 200.17 348 0.00 0.0809
2021-04-29 2021-03-31 13F CSX Stock 126408103 3,613 266 7.95 348 14.47 0.0892
2021-02-12 2020-12-31 13F CSX Stock 126408103 3,347 -204 -5.74 304 10.14 0.0726
2020-11-03 2020-09-30 13F CSX Stock 126408103 3,551 -37 -1.03 276 10.40 0.0911
2020-07-27 2020-06-30 13F CSX Stock 126408103 3,588 3,588 250 0.0812
2020-05-11 2020-03-31 13F CSX Stock 126408103 0 -3,657 -100.00 0 -100.00
2020-02-07 2019-12-31 13F CSX Stock 126408103 3,657 3,657 264 0.1242
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.