CM Wealth Advisors’s Norfolk Southern NSC Stock Holding History

CM Wealth Advisors’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$892K	Buy	2,834 +95	+3%	+$29.3K	0.16%	59
2026 Q1	$786K	Buy	2,739 +46	+2%	+$13.7K	0.17%	54
2025 Q4	$778K	Sell	2,693 -453	-14%	-$131K	0.18%	55
2025 Q3	$945K	Hold	3,146	–	–	0.25%	31
2025 Q2	$805K	Sell	3,146 -618	-16%	-$146K	0.24%	37
2025 Q1	$892K	Hold	3,764	–	–	0.29%	31
2024 Q4	$883K	Hold	3,764	–	–	0.29%	31
2024 Q3	$935K	Hold	3,764	–	–	0.3%	30
2024 Q2	$808K	Buy	3,764 +2,786	+285%	+$646K	0.38%	21
2024 Q1	$229K	Sell	978 -1,808	-65%	-$447K	0.07%	160
2023 Q4	$659K	Hold	2,786	–	–	0.28%	29
2023 Q3	$572K	Buy	+2,786	New	+$602K	0.22%	36
2023 Q1	–	Sell	-3,629	Closed	-$894K	–	431
2022 Q4	$894K	Hold	3,629	–	–	0.46%	20
2022 Q3	$761M	Hold	3,629	–	–	0.42%	24
2022 Q2	$825K	Buy	+3,629	New	+$891K	0.5%	24

Other funds holding NSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CM Wealth Advisors's NSC Position: Q2 2026 in Review

CM Wealth Advisors increased its Norfolk Southern (NSC) stake by 3.5% in Q2 2026, buying an estimated $29.3K and bringing the position to 2,834 shares worth $892K. The position accounts for 0.16% of the portfolio, ranked #59.

CM Wealth Advisors first reported a position in NSC in Q2 2022 and has held it in 15 quarters since. The position peaked at $761M in Q3 2022. 1,858 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

CM Wealth Advisors held 2,834 shares of Norfolk Southern worth $892K as of Q2 2026.
CM Wealth Advisors bought 95 Norfolk Southern shares in Q2 2026, an estimated $29.3K.
Norfolk Southern made up 0.16% of CM Wealth Advisors's portfolio in Q2 2026, its #59 holding.
CM Wealth Advisors first reported a position in Norfolk Southern in Q2 2022 and has held it in 15 quarters since.
CM Wealth Advisors's Norfolk Southern position peaked at $761M in Q3 2022.
1,858 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.