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Institute for Wealth Management’s Norfolk Southern NSC Stock Holding History

Institute for Wealth 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 		$153K Sell
487
-325
-40% -$100K 0.01% 581
2026
Q1 		$233K Sell
812
-18
-2% -$5.35K 0.02% 486
2025
Q4 		$240K Buy
830
+53
+7% +$15.3K 0.03% 499
2025
Q3 		$233K Buy
+777
New +$216K 0.02% 514
2024
Q2 		– Sell
-879
Closed -$224K – 515
2024
Q1 		$224K Sell
879
-159
-15% -$39.3K 0.03% 456
2023
Q4 		$245K Buy
+1,038
New +$218K 0.04% 412
2023
Q1 		– Sell
-834
Closed -$206K – 463
2022
Q4 		$206K Sell
834
-363
-30% -$85.9K 0.04% 427
2022
Q3 		$251K Sell
1,197
-40
-3% -$9.62K 0.06% 373
2022
Q2 		$281K Sell
1,237
-20
-2% -$4.91K 0.06% 411
2022
Q1 		$359K Buy
1,257
+40
+3% +$11K 0.06% 369
2021
Q4 		$362K Hold
1,217
– – 0.06% 335
2021
Q3 		$291K Buy
1,217
+144
+13% +$36.9K 0.05% 387
2021
Q2 		$285K Buy
1,073
+267
+33% +$73.7K 0.05% 385
2021
Q1 		$216K Buy
+806
New +$204K 0.04% 431
2019
Q3 		– Sell
-1,750
Closed -$349K – 459
2019
Q2 		$349K Sell
1,750
-24
-1% -$4.76K 0.08% 320
2019
Q1 		$331K Buy
+1,774
New +$307K 0.07% 315

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Institute for Wealth Management's NSC Position: Q2 2026 in Review

Institute for Wealth Management reduced its Norfolk Southern (NSC) stake by 40% in Q2 2026, selling an estimated $100K and leaving 487 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #581.

Institute for Wealth Management first reported a position in NSC in Q1 2019 and has held it in 16 quarters since. The position peaked at $362K in Q4 2021. 1,858 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

  • Institute for Wealth Management held 487 shares of Norfolk Southern worth $153K as of Q2 2026.
  • Institute for Wealth Management sold 325 Norfolk Southern shares in Q2 2026, an estimated $100K.
  • Norfolk Southern made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Institute for Wealth Management first reported a position in Norfolk Southern in Q1 2019 and has held it in 16 quarters since.
  • Institute for Wealth Management's Norfolk Southern position peaked at $362K in Q4 2021.
  • 1,858 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.