MINDSET WEALTH MANAGEMENT, LLC CSX — CSX CORP

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

MINDSET WEALTH MANAGEMENT, LLC reported CSX CORP (CSX) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.17% in 2025 Q1. The latest visible filing shows CSX at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MINDSET WEALTH MANAGEMENT, LLC's position in CSX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSX stock page MINDSET WEALTH MANAGEMENT, LLC fund profile MINDSET WEALTH MANAGEMENT, LLC full holdings
How MINDSET WEALTH MANAGEMENT, LLC held CSX — position size vs. price
% of Fund (quarterly)    CSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 5,612 -7,800 -58.2% 0.05% $267K 2026-08-04 $51.03
2026 Q1 REDUCED — — — 13,412 -600 -4.3% 0.15% $551K 2026-04-22 $43.05
2025 Q4 UNCHANGED — — — 14,012 — 0% 0.13% $508K 2026-02-12 $40.44
2025 Q3 UNCHANGED — — — 14,012 — 0% 0.14% $498K 2025-11-14 $34.55
2025 Q2 REDUCED — — — 14,012 -600 -4.1% 0.15% $457K 2025-08-11 $34.74
2025 Q1 ADDED — — — 14,612 +700 +5.0% 0.17% $430K 2025-05-15 $30.74
2024 Q4 ADDED — — — 13,912 +8,000 +135.3% 0.16% $449K 2025-02-11 $32.38
2024 Q3 INITIATED — — — 5,912 — — 0.08% $204K 2024-11-13 $35.56

🏢 Other funds also holding CSX

As of 2026 Q2 — sorted by position size

Ausbil Investment Management Ltd 3Y 5.71% Maj Invest Holding A/S 3Y 7Y 5.46% Harrison Street Private Wealth LLC 4.62% Cherokee Insurance Co 3.74% Longboard Asset Management, LP 3.4% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 3.3% Signet Investment Advisory Group, Inc. 3Y 7Y 3.24% FOUNDERS CAPITAL MANAGEMENT, LLC 3Y 7Y 2.86% Aull & Monroe Investment Management Corp 3Y 7Y 2.7% New England Research & Management, Inc. 3Y 7Y 2.29%

FAQ About MINDSET WEALTH MANAGEMENT, LLC and CSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MINDSET WEALTH MANAGEMENT, LLC reported owning CSX?

MINDSET WEALTH MANAGEMENT, LLC reported CSX across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CSX position in MINDSET WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CSX was 0.17% in 2025 Q1.

What is the latest reported CSX position on this page?

The most recent filing on this page is 2026 Q2, when MINDSET WEALTH MANAGEMENT, LLC reported 5,612 shares, equal to 0.05% of portfolio, with an estimated market value of $267K.

What does the chart on this CSX ownership page compare?

The chart compares MINDSET WEALTH MANAGEMENT, LLC's quarterly CSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MINDSET WEALTH MANAGEMENT, LLC time their CSX position?

Based on 13F filing dates vs. subsequent CSX price moves, MINDSET WEALTH MANAGEMENT, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on CSX relative to SPY over the holding period was +5.1%.

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