GoalVest Advisory’s CSX Corp CSX Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-13	Closed	-$383	–	401
2025 Q1	$383	Buy	+13	New	+$413	﹤0.01%	387
2024 Q2	–	Sell	-275	Closed	-$10.2K	–	338
2024 Q1	$10.2K	Buy	+275	New	+$10K	﹤0.01%	316

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GoalVest Advisory's CSX Position: Q2 2025 in Review

GoalVest Advisory sold out of CSX Corp (CSX) in Q2 2025, closing a stake of 13 shares — an estimated $383 sold.

GoalVest Advisory first reported a position in CSX in Q1 2024 and held it in 2 quarters. The position peaked at $10.2K in Q1 2024. 1,697 funds tracked by Wall St. Rank hold CSX as of Q2 2025.

GoalVest Advisory reported no remaining CSX Corp position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 13 CSX Corp shares in Q2 2025, an estimated $383.
GoalVest Advisory first reported a position in CSX Corp in Q1 2024 and held it in 2 quarters.
GoalVest Advisory's CSX Corp position peaked at $10.2K in Q1 2024.
1,697 funds tracked by Wall St. Rank held CSX Corp as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.