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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

CSX holding history

CSX Corp in every 13F filed by Lyell Wealth Management, LP, 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)
27,831
Value
$1.32M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSX by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,831$1.32M0.1%00.0%UnchangedHolders
Q1 202627,831$1.14M0.1%00.0%UnchangedHolders
Q4 202527,831$1.01M0.1%+486+1.8%AddedHolders
Q3 202527,345$971.0K0.1%00.0%UnchangedHolders
Q2 202527,345$892.3K0.1%−163−0.6%ReducedHolders
Q1 202527,508$809.6K0.1%00.0%UnchangedHolders
Q4 202427,508$887.7K0.1%00.0%UnchangedHolders
Q3 202427,508$949.9K0.1%00.0%UnchangedHolders
Q2 202427,508$920.1K0.1%00.0%UnchangedHolders
Q1 202427,508$1.02M0.1%+163+0.6%AddedHolders
Q4 202327,345$948.1K0.1%00.0%UnchangedHolders
Q3 202327,345$840.9K0.1%00.0%UnchangedHolders
Q2 202327,345$932.5K0.1%00.0%UnchangedHolders
Q1 202327,345$818.7K0.1%−448−1.6%ReducedHolders
Q4 202227,793$861.0K0.1%−162−0.6%ReducedHolders
Q3 202227,955$745.0K0.1%+1,742+6.6%AddedHolders
Q2 202226,213$762.0K0.1%+430+1.7%AddedHolders
Q1 202225,783$966.0K0.1%+85+0.3%AddedHolders
Q4 202125,698$966.0K0.1%−558−2.1%ReducedHolders
Q3 202126,256$781.0K0.1%00.0%UnchangedHolders
Q2 202126,256$842.0K0.1%+588+2.3%AddedConverted for a 3-for-1 splitHolders
Q1 20218,556$825.0K0.1%––Holders

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