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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's NSC Position: Q1 2026 in Review

Lee Financial held its Norfolk Southern (NSC) position steady in Q1 2026 at 736 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #142.

Lee Financial first reported a position in NSC in Q4 2016 and has held it in 11 quarters since. The position peaked at $248K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

Lee Financial held 736 shares of Norfolk Southern worth $211K as of Q1 2026.
Lee Financial left its Norfolk Southern share count unchanged in Q1 2026.
Norfolk Southern made up 0.03% of Lee Financial's portfolio in Q1 2026, its #142 holding.
Lee Financial first reported a position in Norfolk Southern in Q4 2016 and has held it in 11 quarters since.
Lee Financial's Norfolk Southern position peaked at $248K in Q3 2025.
1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.