Forum Financial Management’s Norfolk Southern NSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$964K Buy
3,063
+32
+1% +$9.87K 0.01% 134
2026
Q1
$870K Sell
3,031
-2,869
-49% -$853K 0.01% 137
2025
Q4
$1.7M Sell
5,900
-12
-0.2% -$3.47K 0.02% 156
2025
Q3
$1.78M Buy
5,912
+673
+13% +$187K 0.02% 147
2025
Q2
$1.34M Sell
5,239
-200
-4% -$47.2K 0.02% 174
2025
Q1
$1.29M Sell
5,439
-29
-0.5% -$7.07K 0.02% 172
2024
Q4
$1.28M Buy
5,468
+370
+7% +$94.1K 0.02% 168
2024
Q3
$1.27M Sell
5,098
-15
-0.3% -$3.6K 0.02% 154
2024
Q2
$1.1M Sell
5,113
-2
-0% -$464 0.02% 159
2024
Q1
$1.3M Sell
5,115
-13
-0.3% -$3.22K 0.02% 160
2023
Q4
$1.21M Sell
5,128
-1,060
-17% -$222K 0.02% 142
2023
Q3
$1.22M Buy
6,188
+73
+1% +$15.8K 0.03% 136
2023
Q2
$1.39M Buy
6,115
+1,199
+24% +$255K 0.03% 120
2023
Q1
$1.04M Sell
4,916
-9
-0.2% -$2.08K 0.03% 136
2022
Q4
$1.21M Hold
4,925
0.04% 113
2022
Q3
$1.03M Hold
4,925
0.05% 111
2022
Q2
$1.12M Hold
4,925
0.06% 112
2022
Q1
$1.4M Sell
4,925
-11
-0.2% -$3.03K 0.07% 88
2021
Q4
$1.47M Buy
+4,936
New +$1.38M 0.08% 84

Other funds holding NSC

Forum Financial Management's NSC Position: Q2 2026 in Review

Forum Financial Management increased its Norfolk Southern (NSC) stake by 1.1% in Q2 2026, buying an estimated $9.87K and bringing the position to 3,063 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #134.

Forum Financial Management first reported a position in NSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q3 2025. 1,858 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Forum Financial Management held 3,063 shares of Norfolk Southern worth $964K as of Q2 2026.
  • Forum Financial Management bought 32 Norfolk Southern shares in Q2 2026, an estimated $9.87K.
  • Norfolk Southern made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #134 holding.
  • Forum Financial Management first reported a position in Norfolk Southern in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Norfolk Southern position peaked at $1.78M in Q3 2025.
  • 1,858 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.