Geode Capital Management
NSC icon

Geode Capital Management’s Norfolk Southern NSC Stock Holding History

Geode Capital Management’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 		$1.6B Buy
5,114,278
+38,090
+0.8% +$11.7M 0.09% 201
2026
Q1 		$1.45B Buy
5,076,188
+198,159
+4% +$58.9M 0.09% 198
2025
Q4 		$1.4B Buy
4,878,029
+36,205
+0.7% +$10.5M 0.09% 188
2025
Q3 		$1.45B Buy
4,841,824
+19,749
+0.4% +$5.49M 0.09% 180
2025
Q2 		$1.23B Buy
4,822,075
+36,362
+0.8% +$8.57M 0.09% 197
2025
Q1 		$1.13B Buy
4,785,713
+91,140
+2% +$22.2M 0.09% 199
2024
Q4 		$1.1B Buy
4,694,573
+113,648
+2% +$28.9M 0.09% 198
2024
Q3 		$1.13B Buy
4,580,925
+62,186
+1% +$14.9M 0.09% 194
2024
Q2 		$967M Buy
4,518,739
+53,887
+1% +$12.5M 0.08% 207
2024
Q1 		$1.13B Buy
4,464,852
+132,669
+3% +$32.8M 0.1% 176
2023
Q4 		$1.02B Buy
4,332,183
+69,256
+2% +$14.5M 0.11% 172
2023
Q3 		$837M Buy
4,262,927
+63,231
+2% +$13.7M 0.1% 186
2023
Q2 		$949M Buy
4,199,696
+86,988
+2% +$18.5M 0.11% 156
2023
Q1 		$870M Buy
4,112,708
+13,513
+0.3% +$3.13M 0.11% 169
2022
Q4 		$1.01B Buy
4,099,195
+25,997
+0.6% +$6.15M 0.14% 134
2022
Q3 		$853M Buy
4,073,198
+22,718
+0.6% +$5.46M 0.13% 146
2022
Q2 		$919M Buy
4,050,480
+81,509
+2% +$20M 0.13% 137
2022
Q1 		$1.13B Buy
3,968,971
+30,294
+0.8% +$8.35M 0.14% 122
2021
Q4 		$1.17B Buy
3,938,677
+93,008
+2% +$26M 0.14% 123
2021
Q3 		$917M Buy
3,845,669
+10,064
+0.3% +$2.58M 0.12% 139
2021
Q2 		$1.01B Buy
3,835,605
+77,043
+2% +$21.3M 0.14% 125
2021
Q1 		$1.01B Buy
3,758,562
+20,779
+0.6% +$5.26M 0.15% 118
2020
Q4 		$886M Buy
3,737,783
+34,451
+0.9% +$7.84M 0.15% 125
2020
Q3 		$791M Sell
3,703,332
-6,937
-0.2% -$1.39M 0.15% 122
2020
Q2 		$650M Buy
3,710,269
+49,139
+1% +$8.33M 0.14% 137
2020
Q1 		$533M Buy
3,661,130
+69,008
+2% +$12.7M 0.14% 143
2019
Q4 		$696M Buy
3,592,122
+94
+0% +$17.6K 0.15% 135
2019
Q3 		$644M Buy
3,592,028
+23,598
+0.7% +$4.34M 0.15% 132
2019
Q2 		$710M Buy
3,568,430
+110,480
+3% +$21.9M 0.17% 109
2019
Q1 		$645M Buy
3,457,950
+93,099
+3% +$16.1M 0.17% 110
2018
Q4 		$502M Buy
3,364,851
+221,780
+7% +$36.5M 0.16% 124
2018
Q3 		$566M Buy
3,143,071
+126,444
+4% +$21.6M 0.16% 118
2018
Q2 		$454M Buy
3,016,627
+62,185
+2% +$9.09M 0.14% 141
2018
Q1 		$400M Buy
2,954,442
+134,676
+5% +$19.4M 0.13% 155
2017
Q4 		$408M Buy
2,819,766
+58,309
+2% +$7.83M 0.14% 139
2017
Q3 		$364M Buy
2,761,457
+31,166
+1% +$3.79M 0.13% 148
2017
Q2 		$332M Buy
2,730,291
+32,540
+1% +$3.82M 0.13% 154
2017
Q1 		$302M Buy
2,697,751
+193,231
+8% +$22.6M 0.12% 163
2016
Q4 		$270M Buy
2,504,520
+101,759
+4% +$10.3M 0.13% 154
2016
Q3 		$233M Buy
2,402,761
+91,163
+4% +$8.3M 0.12% 178
2016
Q2 		$196M Sell
2,311,598
-75,821
-3% -$6.44M 0.11% 195
2016
Q1 		$198K Sell
2,387,419
-63,660
-3% -$4.81M 0.11% 189
2015
Q4 		$207M Buy
2,451,079
+5,812
+0.2% +$497K 0.12% 169
2015
Q3 		$186M Sell
2,445,267
-16,762
-0.7% -$1.36M 0.11% 179
2015
Q2 		$215M Buy
2,462,029
+17,017
+0.7% +$1.66M 0.12% 166
2015
Q1 		$251M Buy
2,445,012
+58,682
+2% +$6.28M 0.14% 145
2014
Q4 		$261M Buy
2,386,330
+83,605
+4% +$9.16M 0.16% 129
2014
Q3 		$257M Sell
2,302,725
-16,496
-0.7% -$1.75M 0.17% 120
2014
Q2 		$239M Sell
2,319,221
-27,252
-1% -$2.67M 0.15% 135
2014
Q1 		$228M Buy
2,346,473
+27,714
+1% +$2.57M 0.15% 137
2013
Q4 		$215M Buy
2,318,759
+104,343
+5% +$8.95M 0.15% 139
2013
Q3 		$171M Buy
2,214,416
+47,350
+2% +$3.55M 0.14% 148
2013
Q2 		$157M Buy
+2,167,066
New +$165M 0.14% 145

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management's NSC Position: Q2 2026 in Review

Geode Capital Management increased its Norfolk Southern (NSC) stake by 0.75% in Q2 2026, buying an estimated $11.7M and bringing the position to 5,114,278 shares worth $1.6B. The position accounts for 0.09% of the portfolio, ranked #201.

Geode Capital Management first reported a position in NSC in Q2 2013 and has held it in 53 quarters since. 1,547 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Geode Capital Management held 5,114,278 shares of Norfolk Southern worth $1.6B as of Q2 2026.
  • Geode Capital Management bought 38,090 Norfolk Southern shares in Q2 2026, an estimated $11.7M.
  • Norfolk Southern made up 0.09% of Geode Capital Management's portfolio in Q2 2026, its #201 holding.
  • Geode Capital Management first reported a position in Norfolk Southern in Q2 2013 and has held it in 53 quarters since.
  • 1,547 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.