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Lafayette Investments’s Norfolk Southern NSC Stock Holding History

Lafayette Investments’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
Q1 		$9.15M Sell
31,895
-1,534
-5% -$456K 1.85% 12
2025
Q4 		$9.65M Sell
33,429
-41
-0.1% -$11.9K 1.82% 12
2025
Q3 		$10.1M Sell
33,470
-49
-0.1% -$13.6K 1.93% 13
2025
Q2 		$8.58M Sell
33,519
-219
-0.6% -$51.6K 1.73% 13
2025
Q1 		$7.99M Sell
33,738
-182
-0.5% -$44.4K 1.69% 13
2024
Q4 		$7.96M Sell
33,920
-374
-1% -$95.1K 1.71% 14
2024
Q3 		$8.52M Sell
34,294
-149
-0.4% -$35.7K 1.8% 15
2024
Q2 		$7.39M Sell
34,443
-610
-2% -$142K 1.68% 16
2024
Q1 		$8.93M Sell
35,053
-219
-0.6% -$54.2K 2.01% 14
2023
Q4 		$8.34M Sell
35,272
-54
-0.2% -$11.3K 2.07% 14
2023
Q3 		$6.96M Sell
35,326
-1
-0% -$216 1.9% 16
2023
Q2 		$8.01M Sell
35,327
-117
-0.3% -$24.9K 2.1% 14
2023
Q1 		$7.51M Sell
35,444
-299
-0.8% -$69.2K 2.08% 15
2022
Q4 		$8.81M Buy
35,743
+31
+0.1% +$7.33K 2.48% 7
2022
Q3 		$7.49M Buy
35,712
+71
+0.2% +$17.1K 2.31% 10
2022
Q2 		$8.1M Sell
35,641
-409
-1% -$100K 2.34% 9
2022
Q1 		$10.3M Sell
36,050
-174
-0.5% -$47.9K 2.55% 8
2021
Q4 		$10.8M Sell
36,224
-470
-1% -$131K 2.69% 9
2021
Q3 		$8.78M Sell
36,694
-59
-0.2% -$15.1K 2.38% 8
2021
Q2 		$9.76M Buy
36,753
+3,095
+9% +$854K 2.66% 5
2021
Q1 		$9.04M Sell
33,658
-578
-2% -$146K 2.89% 5
2020
Q4 		$8.13M Sell
34,236
-153
-0.4% -$34.8K 2.76% 6
2020
Q3 		$7.36M Sell
34,389
-883
-3% -$177K 2.81% 6
2020
Q2 		$6.19M Sell
35,272
-530
-1% -$89.8K 2.58% 7
2020
Q1 		$5.23M Buy
35,802
+1,483
+4% +$274K 2.51% 10
2019
Q4 		$6.66M Sell
34,319
-3,272
-9% -$614K 2.31% 12
2019
Q3 		$6.75M Sell
37,591
-854
-2% -$157K 2.44% 11
2019
Q2 		$7.66M Sell
38,445
-187
-0.5% -$37.1K 2.71% 10
2019
Q1 		$7.22M Sell
38,632
-2,578
-6% -$446K 2.66% 11
2018
Q4 		$6.16M Sell
41,210
-1,832
-4% -$301K 2.48% 11
2018
Q3 		$7.77M Sell
43,042
-2,184
-5% -$373K 2.68% 12
2018
Q2 		$6.82M Sell
45,226
-419
-0.9% -$61.2K 2.5% 13
2018
Q1 		$6.2M Sell
45,645
-572
-1% -$82.3K 2.32% 17
2017
Q4 		$6.7M Sell
46,217
-1,101
-2% -$148K 2.4% 16
2017
Q3 		$6.26M Sell
47,318
-22,824
-33% -$2.77M 2.33% 17
2017
Q2 		$8.54M Sell
70,142
-1,092
-2% -$128K 3.16% 7
2017
Q1 		$7.98M Sell
71,234
-13,377
-16% -$1.56M 2.95% 10
2016
Q4 		$9.14M Sell
84,611
-180
-0.2% -$18.2K 3.5% 6
2016
Q3 		$8.23M Sell
84,791
-445
-0.5% -$40.5K 3.32% 7
2016
Q2 		$7.26M Sell
85,236
-143
-0.2% -$12.2K 2.95% 9
2016
Q1 		$7.11M Buy
85,379
+214
+0.3% +$16.2K 2.95% 10
2015
Q4 		$7.2M Buy
85,165
+54
+0.1% +$4.62K 3% 10
2015
Q3 		$6.5M Buy
85,111
+1,109
+1% +$90.1K 2.84% 11
2015
Q2 		$7.34M Buy
84,002
+500
+0.6% +$48.7K 3.08% 11
2015
Q1 		$8.59M Sell
83,502
-300
-0.4% -$32.1K 3.64% 6
2014
Q4 		$9.19M Sell
83,802
-50
-0.1% -$5.48K 3.85% 6
2014
Q3 		$9.36M Buy
83,852
+1
+0% +$106 4.2% 5
2014
Q2 		$8.64M Sell
83,851
-249
-0.3% -$24.4K 3.8% 7
2014
Q1 		$8.17M Sell
84,100
-449
-0.5% -$41.6K 3.73% 8
2013
Q4 		$7.85M Sell
84,549
-2,734
-3% -$235K 3.67% 7
2013
Q3 		$6.75M Buy
87,283
+2,351
+3% +$176K 3.28% 8
2013
Q2 		$6.17M Buy
+84,932
New +$6.48M 2.96% 10

Other funds holding NSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lafayette Investments's NSC Position: Q1 2026 in Review

Lafayette Investments reduced its Norfolk Southern (NSC) stake by 4.6% in Q1 2026, selling an estimated $456K and leaving 31,895 shares worth $9.15M. The position accounts for 1.85% of the portfolio, ranked #12.

Lafayette Investments first reported a position in NSC in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.8M in Q4 2021. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Lafayette Investments held 31,895 shares of Norfolk Southern worth $9.15M as of Q1 2026.
  • Lafayette Investments sold 1,534 Norfolk Southern shares in Q1 2026, an estimated $456K.
  • Norfolk Southern made up 1.85% of Lafayette Investments's portfolio in Q1 2026, its #12 holding.
  • Lafayette Investments first reported a position in Norfolk Southern in Q2 2013 and has held it in 52 quarters since.
  • Lafayette Investments's Norfolk Southern position peaked at $10.8M in Q4 2021.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.