Crestwood Advisors Group’s CSX Corp CSX Stock Holding History

Crestwood Advisors Group’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$371K	Buy	9,045 +462	+5%	+$18.1K	0.01%	506
2025 Q4	$311K	Buy	8,583 +783	+10%	+$28K	0.01%	508
2025 Q3	$277K	Buy	7,800 +532	+7%	+$18.2K	﹤0.01%	483
2025 Q2	$237K	Buy	+7,268	New	+$219K	﹤0.01%	486
2024 Q1	–	Sell	-6,008	Closed	-$208K	–	421
2023 Q4	$208K	Sell	6,008 -1,119	-16%	-$35.6K	﹤0.01%	383
2023 Q3	$219K	Sell	7,127 -2,081	-23%	-$65.9K	0.01%	331
2023 Q2	$314K	Sell	9,208 -4,758	-34%	-$151K	0.01%	209
2023 Q1	$418K	Sell	13,966 -3,724	-21%	-$114K	0.01%	197
2022 Q4	$548K	Sell	17,690 -3,500	-17%	-$105K	0.02%	182
2022 Q3	$565K	Buy	21,190 +2,260	+12%	+$70.2K	0.02%	180
2022 Q2	$550K	Sell	18,930 -2,521	-12%	-$82.2K	0.02%	186
2022 Q1	$803K	Sell	21,451 -2,912	-12%	-$103K	0.02%	175
2021 Q4	$916K	Buy	+24,363	New	+$859K	0.02%	171

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crestwood Advisors Group's CSX Position: Q1 2026 in Review

Crestwood Advisors Group increased its CSX Corp (CSX) stake by 5.4% in Q1 2026, buying an estimated $18.1K and bringing the position to 9,045 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #506.

Crestwood Advisors Group first reported a position in CSX in Q4 2021 and has held it in 13 quarters since. The position peaked at $916K in Q4 2021. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Crestwood Advisors Group held 9,045 shares of CSX Corp worth $371K as of Q1 2026.
Crestwood Advisors Group bought 462 CSX Corp shares in Q1 2026, an estimated $18.1K.
CSX Corp made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #506 holding.
Crestwood Advisors Group first reported a position in CSX Corp in Q4 2021 and has held it in 13 quarters since.
Crestwood Advisors Group's CSX Corp position peaked at $916K in Q4 2021.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.