CSX Corporation
US ˙ NasdaqGS ˙ US1264081035

SecurityCSX / CSX Corporation
InstitutionRMR Wealth Builders
Latest Disclosed Ownership27,261 shares
Latest Disclosed Value $ 1,119,064
RMR Wealth Builders reports 0.15% decrease in ownership of CSX / CSX Corporation

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 27,261 shares of CSX Corporation (US:CSX) valued at $1,119,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 27,301 shares of CSX Corporation. This represents a change in shares of -0.15% during the quarter. The current value of the position is $1,266,001 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 27,261 -40 -0.15 1,119 13.14 0.0881
2026-01-29 2025-12-31 13F CSX COM 126408103 27,301 -106 -0.39 990 1.64 0.0792
2025-11-05 2025-09-30 13F CSX COM 126408103 27,407 347 1.28 973 10.32 0.0814
2025-07-08 2025-06-30 13F CSX COM 126408103 27,060 797 3.03 883 14.25 0.0803
2025-04-16 2025-03-31 13F CSX COM 126408103 26,263 140 0.54 773 -8.31 0.0814
2025-01-14 2024-12-31 13F/A-1 CSX COM 126408103 26,123 149 0.57 843 -6.03 0.0871
2025-01-10 2024-12-31 13F CSX COM 126408103 26,123 149 843 0.0877
2024-10-21 2024-09-30 13F CSX COM 126408103 25,974 173 0.67 897 3.82 0.0950
2024-07-23 2024-06-30 13F CSX COM 126408103 25,801 0 0.00 863 -9.73 0.0990
2024-04-15 2024-03-31 13F CSX COM 126408103 25,801 277 1.09 956 8.14 0.1157
2024-02-06 2023-12-31 13F CSX COM 126408103 25,524 0 0.00 885 12.76 0.1243
2023-10-23 2023-09-30 13F CSX COM 126408103 25,524 0 0.00 785 -9.89 0.1253
2023-07-21 2023-06-30 13F CSX COM 126408103 25,524 0 0.00 870 13.87 0.1481
2023-04-11 2023-03-31 13F CSX COM 126408103 25,524 -75 -0.29 764 -3.66 0.1453
2023-02-15 2022-12-31 13F/A-1 CSX COM 126408103 25,599 0 0.00 793 16.28 0.1798
2023-02-02 2022-12-31 13F CSX COM 126408103 25,599 0 1 0.2137
2022-11-08 2022-09-30 13F CSX COM 126408103 25,599 75 0.29 682 -8.09 0.1668
2022-08-02 2022-06-30 13F CSX COM 126408103 25,524 2,314 9.97 742 -14.61 0.1849
2022-05-13 2022-03-31 13F CSX COM 126408103 23,210 23,210 869 0.1864
2022-02-02 2021-12-31 13F CSX COM 126408103 0 -27,210 -100.00 0 -100.00
2021-10-18 2021-09-30 13F CSX COM 126408103 27,210 0 0.00 809 -7.33 0.2375
2021-08-16 2021-06-30 13F CSX CORP COM Common Stock 126408103 27,210 17,477 179.56 873 -6.93 0.2862
2021-05-13 2021-03-31 13F CSX COM 126408103 9,733 663 7.31 938 13.97 0.2437
2021-02-26 2020-12-31 13F/A-1 CSX COM 126408103 9,070 -663 -6.81 823 8.86 0.4043
2021-02-09 2020-12-31 13F CSX COM 126408103 9,070 -663 823 450,521.9595
2020-11-13 2020-09-30 13F CSX COM 126408103 9,733 663 7.31 756 19.43 0.1963
2020-08-19 2020-06-30 13F CSX COM 126408103 9,070 5,057 126.02 633 118.28 0.5643
2020-03-03 2019-12-31 13F CSX CORP COM USD1 COM 126408103 4,013 4,013 290 0.2794
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.