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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

CSX holding history

CSX Corp in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
33,674
Value
$1.60M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CSX by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,674$1.60M0.2%+20.0%AddedHolders
Q1 202633,672$1.38M0.2%+32+0.1%AddedHolders
Q4 202533,640$1.22M0.1%+77+0.2%AddedHolders
Q3 202533,563$1.19M0.1%00.0%UnchangedHolders
Q2 202533,563$1.10M0.1%00.0%UnchangedHolders
Q1 202533,563$987.8K0.1%00.0%UnchangedHolders
Q4 202433,563$1.08M0.1%00.0%UnchangedHolders
Q3 202433,563$1.16M0.1%−3,118−8.5%ReducedHolders
Q2 202436,681$1.23M0.1%00.0%UnchangedHolders
Q1 202436,681$1.36M0.2%+121+0.3%AddedHolders
Q4 202336,560$1.27M0.2%−668−1.8%ReducedHolders
Q3 202337,228$1.14M0.2%00.0%UnchangedHolders
Q2 202337,228$1.27M0.2%−350−0.9%ReducedHolders
Q1 202337,578$1.13M0.2%+120.0%AddedHolders
Q4 202237,566$1.16M0.2%+100.0%AddedHolders
Q3 202237,556$1.00M0.2%+100.0%AddedHolders
Q2 202237,546$1.09M0.2%+110.0%AddedHolders
Q1 202237,535$1.41M0.2%+90.0%AddedHolders
Q4 202137,526$1.41M0.2%+70.0%AddedHolders
Q3 202137,519$1.12M0.2%+100.0%AddedHolders
Q2 202137,509$1.20M0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q1 202112,501$1.21M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.