Lyell Wealth Management’s Norfolk Southern NSC Stock Holding History

Lyell Wealth Management’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 Q3	$415K	Hold	1,344	–	–	0.02%	181
2026 Q2	$423K	Hold	1,344	–	–	0.03%	176
2026 Q1	$386K	Hold	1,344	–	–	0.03%	169
2025 Q4	$388K	Buy	1,344 +44	+3%	+$12.7K	0.03%	163
2025 Q3	$391K	Hold	1,300	–	–	0.03%	160
2025 Q2	$333K	Hold	1,300	–	–	0.03%	171
2025 Q1	$308K	Sell	1,300 -21	-2%	-$5.12K	0.03%	168
2024 Q4	$310K	Hold	1,321	–	–	0.03%	166
2024 Q3	$328K	Hold	1,321	–	–	0.03%	173
2024 Q2	$284K	Hold	1,321	–	–	0.03%	175
2024 Q1	$337K	Buy	1,321 +21	+2%	+$5.2K	0.03%	164
2023 Q4	$307K	Buy	+1,300	New	+$272K	0.03%	163

Other funds holding NSC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lyell Wealth Management's NSC Position: Q3 2026 in Review

Lyell Wealth Management held its Norfolk Southern (NSC) position steady in Q3 2026 at 1,344 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #181.

Lyell Wealth Management first reported a position in NSC in Q4 2023 and has held it in 12 quarters since. The position peaked at $423K in Q2 2026. 1,252 funds tracked by Wall St. Rank hold NSC as of Q3 2026.

Lyell Wealth Management held 1,344 shares of Norfolk Southern worth $415K as of Q3 2026.
Lyell Wealth Management left its Norfolk Southern share count unchanged in Q3 2026.
Norfolk Southern made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #181 holding.
Lyell Wealth Management first reported a position in Norfolk Southern in Q4 2023 and has held it in 12 quarters since.
Lyell Wealth Management's Norfolk Southern position peaked at $423K in Q2 2026.
1,252 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.