Crestwood Advisors Group, LLC

Position in CSX — Csx Corp

CIK 1426853 BOSTON, MA

Position in CSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$484,520

+$113,223 QoQ

Shares Held

10,194

+12.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,197

of 1,982 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $10,514,944 across 6 Railroads names. CSX ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	25,805	$7,018,960
2	NSC	Norfolk Southern Corp	5,091	$1,601,577
3	CNI	Canadian National Railway Co	5,120	$610,508
4	WAB	Westinghouse Air Brake Technologies Corp	1,961	$528,685
5	CSX	Csx Corp This page	10,194	$484,520
6	CP	Canadian Pacific Kansas City Ltd/Cn	3,124	$270,694

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,520	10,194	+12.7%	Shares	Sole	2026-08-03
2026-03-31	$371,297	9,045	+5.4%	Shares	Sole	2026-05-05
2025-12-31	$311,133	8,583	+10.0%	Shares	Sole	2026-02-03
2025-09-30	$276,978	7,800	+7.3%	Shares	Sole	2025-11-07
2025-06-30	$237,154	7,268	+21.0%	Shares	Sole	2025-08-05
2023-12-31	$208,297	6,008	-15.7%	Shares	Sole	2024-02-13
2023-09-30	$219,155	7,127	-22.6%	Shares	Sole	2023-11-15
2023-06-30	$313,992	9,208	-34.1%	Shares	Sole	2023-08-15
2023-03-31	$418,142	13,966	-21.1%	Shares	Sole	2023-05-12
2022-12-31	$548,036	17,690	-16.5%	Shares	Sole	2023-02-14
2022-09-30	$564,501	21,190	+11.9%	Shares	Sole	2022-10-26
2022-06-30	$550,105	18,930	-11.8%	Shares	Sole	2022-07-07
2022-03-31	$803,339	21,451	-12.0%	Shares	Sole	2022-04-12
2021-12-31	$916,048	24,363	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.