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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

CSX holding history

CSX Corp in every 13F filed by CM Wealth 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)
7,434
Value
$353.3K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of CSX by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,434$353.3K0.1%−3,366−31.2%ReducedHolders
Q1 202610,800$443.3K0.1%+3,037+39.1%AddedHolders
Q4 20257,763$281.4K0.1%−3,037−28.1%ReducedHolders
Q3 202510,800$383.5K0.1%00.0%UnchangedHolders
Q2 202510,800$352.4K0.1%00.0%UnchangedHolders
Q1 202510,800$317.8K0.1%00.0%UnchangedHolders
Q4 202410,800$348.5K0.1%00.0%UnchangedHolders
Q3 202410,800$372.9K0.1%00.0%UnchangedHolders
Q2 202410,800$361.3K0.2%00.0%UnchangedHolders
Q1 202410,800$366.8K0.1%00.0%UnchangedHolders
Q4 202310,800$374.4K0.2%00.0%UnchangedHolders
Q3 202310,800$336.0K0.1%00.0%UnchangedHolders
Q2 202310,800$365.0K0.1%00.0%UnchangedHolders
Q1 202310,800$326.0K0.1%00.0%UnchangedHolders
Q4 202210,800$334.6K0.2%00.0%UnchangedHolders
Q3 202210,800$287.7K0.2%00.0%UnchangedHolders
Q2 202210,800$313.8K0.2%–No prior filingHolders