CSX Corporation
AT ˙ WBAG ˙ US1264081035
40,74 € ↑1,16 (2,94%)
2026-06-05
DEL PRIS
SecurityAT:CSX / CSX Corporation
InstitutionSanchez Wealth Management Group
Latest Disclosed Ownership49,955 shares
Latest Disclosed Value $ 2,050,657
Sanchez Wealth Management Group reports 0.61% increase in ownership of CSX / CSX Corporation

On April 29, 2026 - Sanchez Wealth Management Group filed a 13F-HR form disclosing ownership of 49,955 shares of CSX Corporation (AT:CSX) valued at $1,745,178 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 49,653 shares of CSX Corporation. This represents a change in shares of 0.61% during the quarter. The current value of the position is $2,034,917 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)
2026-04-29 2026-03-31 13F CSX COM 126408103 49,955 302 0.61 2,051 13.95 0.4435
2026-02-04 2025-12-31 13F CSX COM 126408103 49,653 1,390 2.88 1,800 5.02 0.3849
2025-11-06 2025-09-30 13F CSX COM 126408103 48,263 47 0.10 1,714 8.90 0.3806
2025-08-07 2025-06-30 13F CSX COM 126408103 48,216 47 0.10 1,573 11.01 0.3794
2025-04-16 2025-03-31 13F CSX COM 126408103 48,169 3,897 8.80 1,418 -0.77 0.3850
2025-01-28 2024-12-31 13F CSX COM 126408103 44,272 42 0.09 1,429 -6.48 0.3903
2024-11-05 2024-09-30 13F CSX COM 126408103 44,230 42 0.10 1,527 3.32 0.4654
2024-07-17 2024-06-30 13F CSX COM 126408103 44,188 -2,076 -4.49 1,478 -13.77 0.4789
2024-05-07 2024-03-31 13F CSX COM 126408103 46,264 -837 -1.78 1,715 5.02 0.5808
2024-01-16 2023-12-31 13F CSX COM 126408103 47,101 38 0.08 1,633 12.79 0.5951
2023-10-27 2023-09-30 13F CSX COM 126408103 47,063 24 0.05 1,447 -9.79 0.5838
2023-08-01 2023-06-30 13F CSX COM 126408103 47,039 22 0.05 1,604 14.00 0.6495
2023-05-04 2023-03-31 13F CSX COM 126408103 47,017 25 0.05 1,408 -3.30 0.6198
2023-02-08 2022-12-31 13F CSX COM 126408103 46,992 3,021 6.87 1,456 24.25 0.7136
2022-10-13 2022-09-30 13F CSX COM 126408103 43,971 22 0.05 1,171 -8.30 0.6391
2022-07-13 2022-06-30 13F CSX COM 126408103 43,949 22 0.05 1,277 -22.37 0.6348
2022-04-19 2022-03-31 13F CSX COM 126408103 43,927 -345 -0.78 1,645 -1.20 0.6918
2022-02-14 2021-12-31 13F CSX COM 126408103 44,272 17 0.04 1,665 26.52 0.7023
2021-10-19 2021-09-30 13F CSX COM 126408103 44,255 19 0.04 1,316 -5.73 0.5906
2021-08-09 2021-06-30 13F CSX COM 126408103 44,236 29,497 200.13 1,396 -1.76 0.6373
2021-04-29 2021-03-31 13F CSX COM 126408103 14,739 6 0.04 1,421 6.28 0.7229
2021-02-01 2020-12-31 13F CSX COM 126408103 14,733 128 0.88 1,337 17.90 0.7187
2020-11-10 2020-09-30 13F CSX COM 126408103 14,605 6 0.04 1,134 11.39 0.6702
2020-08-12 2020-06-30 13F CSX COM 126408103 14,599 9 0.06 1,018 21.77 0.6786
2020-05-15 2020-03-31 13F CSX COM 126408103 14,590 -822 -5.33 836 -25.02 0.7601
2020-01-21 2019-12-31 13F CSX COM 126408103 15,412 9 0.06 1,115 4.50 0.8078
2019-11-08 2019-09-30 13F CSX COM 126408103 15,403 -1,967 -11.32 1,067 -20.61 0.8801
2019-07-31 2019-06-30 13F CSX COM 126408103 17,370 -8 -0.05 1,344 3.38 1.1583
2019-05-06 2019-03-31 13F CSX COM 126408103 17,378 273 1.60 1,300 22.30 1.1603
2019-02-01 2018-12-31 13F CSX COM 126408103 17,105 9 0.05 1,063 -17.15 1.1729
2018-11-13 2018-09-30 13F CSX COM 126408103 17,096 8 0.05 1,283 17.71 1.3151
2018-08-14 2018-06-30 13F CSX COM 126408103 17,088 14 0.08 1,090 16.58 1.0317
2018-05-14 2018-03-31 13F CSX COM 126408103 17,074 40 0.23 935 -6.59 0.9441
2018-02-12 2017-12-31 13F CSX COM 126408103 17,034 17,034 1,001 1.0333
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.