Ritholtz Wealth Management

SEC CIK: 0001698218
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CSX holding history

CSX Corp in every 13F filed by Ritholtz Wealth Management, 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): 99,983
Value: $4.75M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CSX by Ritholtz Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,983	$4.75M	0.1%	+3,404+3.5%	Added	Holders
Q1 2026	96,579	$3.96M	0.1%	+4,219+4.6%	Added	Holders
Q4 2025	92,360	$3.35M	0.1%	+2,971+3.3%	Added	Holders
Q3 2025	89,389	$3.17M	0.1%	+1,646+1.9%	Added	Holders
Q2 2025	87,743	$2.86M	0.1%	−5,806−6.2%	Reduced	Holders
Q1 2025	93,549	$2.75M	0.1%	+1,521+1.7%	Added	Holders
Q4 2024	92,028	$2.97M	0.1%	−197−0.2%	Reduced	Holders
Q3 2024	92,225	$3.18M	0.1%	+953+1.0%	Added	Holders
Q2 2024	91,272	$3.05M	0.1%	−521−0.6%	Reduced	Holders
Q1 2024	91,793	$3.40M	0.1%	+744+0.8%	Added	Holders
Q4 2023	91,049	$3.16M	0.1%	+2,405+2.7%	Added	Holders
Q3 2023	88,644	$2.73M	0.1%	−9,555−9.7%	Reduced	Holders
Q2 2023	98,199	$3.35M	0.2%	+1,164+1.2%	Added	Holders
Q1 2023	97,035	$2.91M	0.1%	−23,670−19.6%	Reduced	Holders
Q4 2022	120,705	$3.74M	0.2%	+77,247+177.8%	Added	Holders
Q3 2022	43,458	$1.16M	0.1%	+11,474+35.9%	Added	Holders
Q2 2022	31,984	$929.0K	0.1%	−1,286−3.9%	Reduced	Holders
Q1 2022	33,270	$1.25M	0.1%	+839+2.6%	Added	Holders
Q4 2021	32,431	$1.22M	0.1%	+5,325+19.6%	Added	Holders
Q3 2021	27,106	$806.0K	0.1%	−361−1.3%	Reduced	Holders
Q2 2021	27,467	$881.0K	0.1%	−220−0.8%	ReducedConverted for a 3-for-1 split	Holders
Q1 2021	9,229	$890.0K	0.1%	–	–	Holders

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