Lee Financial’s Norfolk Southern NSC Stock Holding History

Lee Financial’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	$232K	Hold	736	–	–	0.03%	151
2026 Q1	$211K	Hold	736	–	–	0.03%	142
2025 Q4	$212K	Sell	736 -88	-11%	-$25.4K	0.03%	138
2025 Q3	$248K	Buy	+824	New	+$229K	0.03%	161
2024 Q1	–	Sell	-21	Closed	-$4.96K	–	597
2023 Q4	$4.96K	Buy	+21	New	+$4.4K	﹤0.01%	544
2023 Q1	–	Sell	-3	Closed	-$739	–	904
2022 Q4	$739	Hold	3	–	–	﹤0.01%	788
2022 Q3	$1K	Buy	+3	New	+$721	﹤0.01%	770
2018 Q1	–	Sell	-450	Closed	-$65K	–	767
2017 Q4	$65K	Hold	450	–	–	0.02%	177
2017 Q3	$60K	Sell	450 -23	-5%	-$2.8K	0.02%	170
2017 Q2	$58K	Buy	473 +23	+5%	+$2.7K	0.02%	182
2017 Q1	$50K	Sell	450 -153	-25%	-$17.9K	0.02%	173
2016 Q4	$65K	Buy	+603	New	+$60.9K	0.04%	161

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

Lee Financial's NSC Position: Q2 2026 in Review

Lee Financial held its Norfolk Southern (NSC) position steady in Q2 2026 at 736 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #151.

Lee Financial first reported a position in NSC in Q4 2016 and has held it in 12 quarters since. The position peaked at $248K in Q3 2025. 1,863 funds tracked by Wall St. Rank hold NSC as of Q2 2026.

Lee Financial held 736 shares of Norfolk Southern worth $232K as of Q2 2026.
Lee Financial left its Norfolk Southern share count unchanged in Q2 2026.
Norfolk Southern made up 0.03% of Lee Financial's portfolio in Q2 2026, its #151 holding.
Lee Financial first reported a position in Norfolk Southern in Q4 2016 and has held it in 12 quarters since.
Lee Financial's Norfolk Southern position peaked at $248K in Q3 2025.
1,863 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.