LMR Partners’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Buy |
434,777
+126,697
| +41% | +$37.7M | 0.27% | 35 |
|
|
2025
Q4 | $88.9M | Buy |
308,080
+117,201
| +61% | +$33.9M | 0.17% | 55 |
|
|
2025
Q3 | $57.3M | Buy |
+190,879
| New | +$53M | 0.25% | 67 |
|
|
2022
Q2 | – | Sell |
-1,451
| Closed | -$414K | – | 1407 |
|
|
2022
Q1 | $414K | Buy |
+1,451
| New | +$400K | ﹤0.01% | 1022 |
|
|
2021
Q3 | – | Sell |
-37,450
| Closed | -$9.94M | – | 1133 |
|
|
2021
Q2 | $9.94M | Buy |
37,450
+28,086
| +300% | +$7.75M | 0.15% | 130 |
|
|
2021
Q1 | $2.51M | Buy |
+9,364
| New | +$2.37M | 0.06% | 280 |
|
|
2020
Q4 | – | Sell |
-3,656
| Closed | -$782K | – | 591 |
|
|
2020
Q3 | $782K | Sell |
3,656
-6,928
| -65% | -$1.39M | 0.02% | 238 |
|
|
2020
Q2 | $1.86M | Buy |
+10,584
| New | +$1.79M | 0.05% | 273 |
|
|
2020
Q1 | – | Sell |
-2,956
| Closed | -$574 | – | 386 |
|
|
2019
Q4 | $574 | Sell |
2,956
-577
| -16% | -$108K | ﹤0.01% | 284 |
|
|
2019
Q3 | $635K | Sell |
3,533
-22,107
| -86% | -$4.07M | 0.03% | 231 |
|
|
2019
Q2 | $5.11M | Buy |
25,640
+23,654
| +1,191% | +$4.69M | 0.19% | 60 |
|
|
2019
Q1 | $371K | Sell |
1,986
-8,987
| -82% | -$1.55M | 0.02% | 289 |
|
|
2018
Q4 | $1.64M | Buy |
+10,973
| New | +$1.8M | 0.08% | 135 |
|
|
2018
Q3 | – | Sell |
-3,542
| Closed | -$534K | – | 459 |
|
|
2018
Q2 | $534K | Sell |
3,542
-5,025
| -59% | -$734K | 0.03% | 246 |
|
|
2018
Q1 | $1.24M | Hold |
8,567
| – | – | 0.13% | 153 |
|
|
2017
Q4 | $1.24M | Buy |
8,567
+6,084
| +245% | +$817K | 0.13% | 153 |
|
|
2017
Q3 | $328K | Sell |
2,483
-5,551
| -69% | -$675K | 0.04% | 231 |
|
|
2017
Q2 | $978K | Buy |
+8,034
| New | +$944K | 0.06% | 313 |
|
|
2017
Q1 | – | Sell |
-3,658
| Closed | -$395K | – | 444 |
|
|
2016
Q4 | $395K | Buy |
+3,658
| New | +$370K | 0.06% | 260 |
|
|
2015
Q1 | – | Sell |
-19,983
| Closed | -$2.19M | – | 427 |
|
|
2014
Q4 | $2.19M | Buy |
19,983
+17,361
| +662% | +$1.9M | 0.29% | 80 |
|
|
2014
Q3 | $292K | Sell |
2,622
-15,961
| -86% | -$1.69M | 0.02% | 217 |
|
|
2014
Q2 | $1.91M | Buy |
18,583
+15,198
| +449% | +$1.49M | 0.16% | 171 |
|
|
2014
Q1 | $329K | Buy |
+3,385
| New | +$314K | 0.05% | 178 |
|
Other funds holding NSC
VCM
VPM
PCM
LMR Partners's NSC Position: Q1 2026 in Review
LMR Partners increased its Norfolk Southern (NSC) stake by 41% in Q1 2026, buying an estimated $37.7M and bringing the position to 434,777 shares worth $125M. The position accounts for 0.27% of the portfolio, ranked #35.
LMR Partners first reported a position in NSC in Q1 2014 and has held it in 23 quarters since. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.
- LMR Partners held 434,777 shares of Norfolk Southern worth $125M as of Q1 2026.
- LMR Partners bought 126,697 Norfolk Southern shares in Q1 2026, an estimated $37.7M.
- Norfolk Southern made up 0.27% of LMR Partners's portfolio in Q1 2026, its #35 holding.
- LMR Partners first reported a position in Norfolk Southern in Q1 2014 and has held it in 23 quarters since.
- 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.
Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.