London Company of Virginia’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 | $488M | Sell |
1,700,297
-110,556
| -6% | -$32.9M | 3.01% | 4 |
|
|
2025
Q4 | $523M | Buy |
1,810,853
+5,729
| +0.3% | +$1.66M | 3.02% | 2 |
|
|
2025
Q3 | $542M | Sell |
1,805,124
-39,804
| -2% | -$11.1M | 2.99% | 2 |
|
|
2025
Q2 | $472M | Buy |
1,844,928
+250,055
| +16% | +$59M | 2.67% | 4 |
|
|
2025
Q1 | $378M | Sell |
1,594,873
-39,168
| -2% | -$9.54M | 2.15% | 9 |
|
|
2024
Q4 | $384M | Sell |
1,634,041
-89,757
| -5% | -$22.8M | 2.1% | 9 |
|
|
2024
Q3 | $428M | Sell |
1,723,798
-94,898
| -5% | -$22.7M | 2.26% | 8 |
|
|
2024
Q2 | $390M | Buy |
1,818,696
+3,915
| +0.2% | +$908K | 2.19% | 9 |
|
|
2024
Q1 | $463M | Sell |
1,814,781
-49,043
| -3% | -$12.1M | 2.44% | 5 |
|
|
2023
Q4 | $441M | Sell |
1,863,824
-113,047
| -6% | -$23.7M | 2.48% | 4 |
|
|
2023
Q3 | $389M | Buy |
1,976,871
+577,171
| +41% | +$125M | 2.34% | 8 |
|
|
2023
Q2 | $317M | Sell |
1,399,700
-24,805
| -2% | -$5.27M | 1.8% | 15 |
|
|
2023
Q1 | $302M | Sell |
1,424,505
-30,214
| -2% | -$6.99M | 1.74% | 17 |
|
|
2022
Q4 | $358M | Sell |
1,454,719
-7,777
| -0.5% | -$1.84M | 2.11% | 11 |
|
|
2022
Q3 | $307M | Buy |
1,462,496
+27,419
| +2% | +$6.59M | 1.94% | 13 |
|
|
2022
Q2 | $326M | Sell |
1,435,077
-110,821
| -7% | -$27.2M | 1.99% | 15 |
|
|
2022
Q1 | $441M | Sell |
1,545,898
-262,331
| -15% | -$72.3M | 2.33% | 7 |
|
|
2021
Q4 | $538M | Sell |
1,808,229
-6,994
| -0.4% | -$1.95M | 2.72% | 6 |
|
|
2021
Q3 | $434M | Buy |
1,815,223
+26,630
| +1% | +$6.83M | 2.39% | 9 |
|
|
2021
Q2 | $475M | Buy |
1,788,593
+13,149
| +0.7% | +$3.63M | 2.53% | 7 |
|
|
2021
Q1 | $477M | Buy |
1,775,444
+2,300
| +0.1% | +$582K | 2.74% | 4 |
|
|
2020
Q4 | $421M | Buy |
1,773,144
+12,326
| +0.7% | +$2.8M | 2.64% | 5 |
|
|
2020
Q3 | $377M | Buy |
1,760,818
+1,115
| +0.1% | +$224K | 2.68% | 5 |
|
|
2020
Q2 | $309M | Buy |
1,759,703
+5,950
| +0.3% | +$1.01M | 2.4% | 7 |
|
|
2020
Q1 | $256M | Sell |
1,753,753
-58,591
| -3% | -$10.8M | 2.45% | 5 |
|
|
2019
Q4 | $352M | Sell |
1,812,344
-29,786
| -2% | -$5.59M | 2.71% | 3 |
|
|
2019
Q3 | $331M | Sell |
1,842,130
-16,579
| -0.9% | -$3.05M | 2.73% | 3 |
|
|
2019
Q2 | $370M | Sell |
1,858,709
-81,589
| -4% | -$16.2M | 3.19% | 2 |
|
|
2019
Q1 | $363M | Sell |
1,940,298
-166,854
| -8% | -$28.9M | 3.11% | 3 |
|
|
2018
Q4 | $315M | Sell |
2,107,152
-936,481
| -31% | -$154M | 3.01% | 5 |
|
|
2018
Q3 | $549M | Sell |
3,043,633
-93,173
| -3% | -$15.9M | 4.27% | 2 |
|
|
2018
Q2 | $473M | Sell |
3,136,806
-89,275
| -3% | -$13M | 3.87% | 2 |
|
|
2018
Q1 | $438M | Sell |
3,226,081
-289,860
| -8% | -$41.7M | 3.51% | 5 |
|
|
2017
Q4 | $509M | Sell |
3,515,941
-221,027
| -6% | -$29.7M | 3.69% | 2 |
|
|
2017
Q3 | $494M | Sell |
3,736,968
-118,628
| -3% | -$14.4M | 3.54% | 4 |
|
|
2017
Q2 | $469M | Buy |
3,855,596
+46,876
| +1% | +$5.51M | 3.19% | 6 |
|
|
2017
Q1 | $426M | Buy |
3,808,720
+96,925
| +3% | +$11.3M | 2.81% | 6 |
|
|
2016
Q4 | $401M | Buy |
3,711,795
+266,957
| +8% | +$27M | 2.76% | 7 |
|
|
2016
Q3 | $334M | Buy |
3,444,838
+229,145
| +7% | +$20.9M | 2.5% | 5 |
|
|
2016
Q2 | $274M | Buy |
3,215,693
+198,309
| +7% | +$16.9M | 2.11% | 11 |
|
|
2016
Q1 | $251M | Buy |
3,017,384
+226,071
| +8% | +$17.1M | 2.06% | 13 |
|
|
2015
Q4 | $236M | Buy |
2,791,313
+310,809
| +13% | +$26.6M | 2.04% | 12 |
|
|
2015
Q3 | $190M | Buy |
2,480,504
+2,457,007
| +10,457% | +$200M | 1.75% | 15 |
|
|
2015
Q2 | $2.05M | Sell |
23,497
-1,920
| -8% | -$187K | 0.02% | 101 |
|
|
2015
Q1 | $2.62M | Buy |
25,417
+1,900
| +8% | +$203K | 0.02% | 97 |
|
|
2014
Q4 | $2.58M | Hold |
23,517
| – | – | 0.03% | 95 |
|
|
2014
Q3 | $2.62M | Buy |
23,517
+1,610
| +7% | +$171K | 0.03% | 92 |
|
|
2014
Q2 | $2.26M | Hold |
21,907
| – | – | 0.02% | 91 |
|
|
2014
Q1 | $2.13M | Buy |
+21,907
| New | +$2.03M | 0.02% | 85 |
|
Other funds holding NSC
VCM
VPM
PCM
London Company of Virginia's NSC Position: Q1 2026 in Review
London Company of Virginia reduced its Norfolk Southern (NSC) stake by 6.1% in Q1 2026, selling an estimated $32.9M and leaving 1,700,297 shares worth $488M. The position accounts for 3.01% of the portfolio, ranked #4.
London Company of Virginia first reported a position in NSC in Q1 2014 and has held it in 49 quarters since. The position peaked at $549M in Q3 2018. 1,834 funds tracked by Wall St. Rank hold NSC as of Q1 2026.
- London Company of Virginia held 1,700,297 shares of Norfolk Southern worth $488M as of Q1 2026.
- London Company of Virginia sold 110,556 Norfolk Southern shares in Q1 2026, an estimated $32.9M.
- Norfolk Southern made up 3.01% of London Company of Virginia's portfolio in Q1 2026, its #4 holding.
- London Company of Virginia first reported a position in Norfolk Southern in Q1 2014 and has held it in 49 quarters since.
- London Company of Virginia's Norfolk Southern position peaked at $549M in Q3 2018.
- 1,834 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.
Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.