Elwood & Goetz Wealth Advisory Group’s CSX Corp CSX Stock Holding History

Elwood & Goetz Wealth Advisory 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	$269K	Buy	6,553 +69	+1%	+$2.7K	0.05%	118
2025 Q4	$235K	Buy	6,484 +111	+2%	+$3.97K	0.04%	122
2025 Q3	$226K	Sell	6,373 -592	-8%	-$20.2K	0.04%	122
2025 Q2	$227K	Buy	+6,965	New	+$210K	0.05%	108
2025 Q1	–	Sell	-6,324	Closed	-$204K	–	100
2024 Q4	$204K	Hold	6,324	–	–	0.05%	98
2024 Q3	$218K	Sell	6,324 -1,085	-15%	-$36.8K	0.05%	98
2024 Q2	$248K	Hold	7,409	–	–	0.07%	67
2024 Q1	$275K	Hold	7,409	–	–	0.07%	71
2023 Q4	$257K	Buy	7,409 +242	+3%	+$7.71K	0.05%	70
2023 Q3	$220K	Buy	+7,167	New	+$227K	0.05%	72

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

Elwood & Goetz Wealth Advisory Group's CSX Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its CSX Corp (CSX) stake by 1.1% in Q1 2026, buying an estimated $2.7K and bringing the position to 6,553 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #118.

Elwood & Goetz Wealth Advisory Group first reported a position in CSX in Q3 2023 and has held it in 10 quarters since. The position peaked at $275K in Q1 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 6,553 shares of CSX Corp worth $269K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 69 CSX Corp shares in Q1 2026, an estimated $2.7K.
CSX Corp made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #118 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in CSX Corp in Q3 2023 and has held it in 10 quarters since.
Elwood & Goetz Wealth Advisory Group's CSX Corp position peaked at $275K in Q1 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.