CSX — CSX CORP

Ownership history in Wallace Advisory Group, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC reported a position in CSX CORP (CSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.27% (2024 Q2)
Avg. % of fund
0.22%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,225 -4,923 -40.5% 0.19% $236K $35.26
2025 Q2 ADDED 12,148 +220 +1.8% 0.26% $358K $32.27
2025 Q1 ADDED 11,928 +1,114 +10.3% 0.27% $385K $28.99
2024 Q4 REDUCED 10,814 -39 -0.4% 0.26% $373K $31.66
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CSX price (monthly, adj. close)

Other funds also holding CSX

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 9.98% Maj Invest Holding A/S 3Y 7Y 6.07% Tiptree Advisors, LLC 3Y 7Y 5.38% Ausbil Investment Management Ltd 3Y 5.38% Junto Capital Management LP 3Y 7Y 3.24% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 3.09% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 2.77% Signet Investment Advisory Group, Inc. 3Y 7Y 2.6% Perpetual Ltd 3Y 7Y 2.53% Aull & Monroe Investment Management Corp 3Y 7Y 2.52%
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