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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

CSX holding history

CSX Corp in every 13F filed by CWM Advisors, LLC, 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)
97,171
Value
$4.62M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CSX by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697,171$4.62M0.2%+11,911+14.0%AddedHolders
Q1 202685,260$3.50M0.2%+76,205+841.6%AddedHolders
Q4 20259,055$328.2K<0.1%+474+5.5%AddedHolders
Q3 20258,581$304.7K<0.1%−24−0.3%ReducedHolders
Q2 20258,605$280.8K<0.1%−2,086−19.5%ReducedHolders
Q1 202510,691$314.6K<0.1%−26,651−71.4%ReducedHolders
Q4 202437,342$1.21M0.1%+3,147+9.2%AddedHolders
Q3 202434,195$1.18M0.1%−1,334−3.8%ReducedHolders
Q2 202435,529$1.19M0.1%−7,205−16.9%ReducedHolders
Q1 202442,734$1.58M0.2%−1,522−3.4%ReducedHolders
Q4 202344,256$1.53M0.2%+749+1.7%AddedHolders
Q3 202343,507$1.34M0.2%+3,554+8.9%AddedHolders
Q2 202339,953$1.36M0.2%+26,112+188.7%AddedHolders
Q1 202313,841$414.4K0.1%+1,408+11.3%AddedHolders
Q4 202212,433$385.2K<0.1%+189+1.5%AddedHolders
Q3 202212,244$326.0K<0.1%+508+4.3%AddedHolders
Q2 202211,736$341.0K<0.1%+864+7.9%AddedHolders
Q1 202210,872$407.0K<0.1%−1,759−13.9%ReducedHolders
Q4 202112,631$475.0K0.1%−57−0.4%ReducedHolders
Q3 202112,688$377.0K<0.1%−152,936−92.3%ReducedHolders
Q2 2021165,624$5.31M0.7%+10,590+6.8%AddedConverted for a 3-for-1 splitHolders
Q1 202151,678$4.98M0.8%––Holders

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