Lokken Investment Group’s Norfolk Southern NSC Stock Holding History

Lokken Investment Group’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
2025 Q3	$230K	Buy	+765	New	+$213K	0.08%	134
2025 Q1	–	Sell	-872	Closed	-$205K	–	143
2024 Q4	$205K	Sell	872 -152	-15%	-$38.6K	0.09%	133
2024 Q3	$254K	Hold	1,024	–	–	0.11%	126
2024 Q2	$220K	Hold	1,024	–	–	0.1%	130
2024 Q1	$261K	Hold	1,024	–	–	0.13%	115
2023 Q4	$242K	Hold	1,024	–	–	0.14%	116
2023 Q3	$202K	Hold	1,024	–	–	0.13%	123
2023 Q2	$232K	Buy	1,024 +38	+4%	+$8.07K	0.15%	111
2023 Q1	$209K	Hold	986	–	–	0.16%	113
2022 Q4	$243K	Hold	986	–	–	0.19%	101
2022 Q3	$207K	Hold	986	–	–	0.18%	104
2022 Q2	$224K	Hold	986	–	–	0.18%	102
2022 Q1	$254K	Hold	986	–	–	0.2%	106
2021 Q4	$293K	Hold	986	–	–	0.21%	102
2021 Q3	$236K	Hold	986	–	–	0.19%	108
2021 Q2	$262K	Hold	986	–	–	0.21%	97
2021 Q1	$265K	Hold	986	–	–	0.23%	94
2020 Q4	$234K	Buy	+986	New	+$224K	0.21%	91

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Lokken Investment Group's NSC Position: Q3 2025 in Review

Lokken Investment Group opened a new position in Norfolk Southern (NSC) in Q3 2025: 765 shares worth $230K. The stake represents 0.08% of the portfolio and ranks #134 among its holdings. This is a return to the name: Lokken Investment Group previously reported a position in NSC as recently as Q4 2024.

Lokken Investment Group first reported a position in NSC in Q4 2020 and has held it in 18 quarters since. The position peaked at $293K in Q4 2021. 1,800 funds tracked by Wall St. Rank hold NSC as of Q3 2025.

Lokken Investment Group held 765 shares of Norfolk Southern worth $230K as of Q3 2025.
Norfolk Southern was a new Lokken Investment Group position in Q3 2025.
Norfolk Southern made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #134 holding.
Lokken Investment Group first reported a position in Norfolk Southern in Q4 2020 and has held it in 18 quarters since.
Lokken Investment Group's Norfolk Southern position peaked at $293K in Q4 2021.
1,800 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.