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Livermore
Livermore
ZHEN

Marion Wealth Management

SEC CIK
0001911097
Latest filing
Jul 16, 2026

CSX holding history

CSX Corp in every 13F filed by Marion Wealth Management, 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)
11,340
Value
$539.0K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of CSX by Marion Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,340$539.0K0.1%00.0%UnchangedHolders
Q1 202611,340$465.5K0.1%00.0%UnchangedHolders
Q4 202511,340$415.5K0.1%00.0%UnchangedHolders
Q3 202511,340$402.7K0.1%00.0%UnchangedHolders
Q2 202511,340$370.0K0.1%00.0%UnchangedHolders
Q1 202511,340$333.7K0.1%00.0%UnchangedHolders
Q4 202411,340$365.9K0.1%00.0%UnchangedHolders
Q3 202411,340$391.6K0.1%00.0%UnchangedHolders
Q2 202411,340$379.3K0.1%00.0%UnchangedHolders
Q1 202411,340$420.4K0.1%+240+2.2%AddedHolders
Q4 202311,100$384.8K0.1%00.0%UnchangedHolders
Q3 202311,100$341.3K0.1%00.0%UnchangedHolders
Q2 202311,100$378.5K0.1%00.0%UnchangedHolders
Q1 202311,100$332.3K0.1%00.0%UnchangedHolders
Q4 202211,100$343.9K0.1%00.0%UnchangedHolders
Q3 202211,100$296.0K0.2%00.0%UnchangedHolders
Q2 202211,100$323.0K0.2%+11,100NewHolders