Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CSX holding history

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

CSX overview All 13F holders of CSX Full Q2 2026 holdings

Shares (Q2 2026): 5,664
Value: $269.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of CSX by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,664	$269.2K	<0.1%	−160−2.7%	Reduced	Holders
Q1 2026	5,824	$239.1K	<0.1%	−2,660−31.4%	Reduced	Holders
Q4 2025	8,484	$307.5K	<0.1%	+8,484	New	Holders