PARTNERS WEALTH MANAGEMENT, LLC CSX — CSX CORP

Ownership history in PARTNERS WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

PARTNERS WEALTH MANAGEMENT, LLC reported CSX CORP (CSX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2026 Q1. The latest visible filing shows CSX at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARTNERS WEALTH MANAGEMENT, LLC's position in CSX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSX was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSX stock page PARTNERS WEALTH MANAGEMENT, LLC fund profile PARTNERS WEALTH MANAGEMENT, LLC full holdings
How PARTNERS WEALTH MANAGEMENT, LLC held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 21,293 -498 -2.3% 0.90% $874K 2026-04-24 $45.41
2025 Q4 REDUCED — — — 21,791 -334 -1.5% 0.83% $790K 2026-01-20 $35.39
2025 Q3 REDUCED 8.2% +3.8% ❌ 22,125 -1,980 -8.2% 0.78% $786K 2025-10-29 $35.05
2025 Q2 UNCHANGED — — — 24,105 — 0% 0.81% $712K 2025-07-22 $34.85
2025 Q1 REDUCED — — — 24,105 -199 -0.8% 0.80% $709K 2025-04-17 $27.26
2024 Q4 INITIATED — — — 24,304 — — 0.89% $784K 2025-02-04 $32.25

🏢 Other funds also holding CSX

As of 2026 Q1 — sorted by position size

Ausbil Investment Management Ltd 3Y 5.38% Perpetual Ltd 3Y 7Y 2.86% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 2.73% Aull & Monroe Investment Management Corp 3Y 7Y 2.6% Jones Kertz & Associates, Inc. 2.07% Cottage Street Advisors LLC 3Y 7Y 1.95% GPM Growth Investors, Inc. 3Y 1.84% Cohen Capital Management, Inc. 3Y 7Y 1.78% Yoffe Investment Management, LLC 1.67% Gold Investment Management Ltd. 1.6%

FAQ About PARTNERS WEALTH MANAGEMENT, LLC and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARTNERS WEALTH MANAGEMENT, LLC reported owning CSX?

PARTNERS WEALTH MANAGEMENT, LLC reported CSX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CSX position in PARTNERS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CSX was 0.90% in 2026 Q1.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q1, when PARTNERS WEALTH MANAGEMENT, LLC reported 21,293 shares, equal to 0.90% of portfolio, with an estimated market value of $874K.

What does the chart on this CSX ownership page compare?

The chart compares PARTNERS WEALTH MANAGEMENT, LLC's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARTNERS WEALTH MANAGEMENT, LLC time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, PARTNERS WEALTH MANAGEMENT, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on CSX relative to SPY over the holding period was +16.4%.

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