Lyell Wealth Management’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
$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

Lyell Wealth Management's NSC Position: Q1 2026 in Review

Lyell Wealth Management held its Norfolk Southern (NSC) position steady in Q1 2026 at 1,344 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #169.

Lyell Wealth Management first reported a position in NSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q3 2025. 1,831 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Lyell Wealth Management held 1,344 shares of Norfolk Southern worth $386K as of Q1 2026.
  • Lyell Wealth Management left its Norfolk Southern share count unchanged in Q1 2026.
  • Norfolk Southern made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Lyell Wealth Management first reported a position in Norfolk Southern in Q4 2023 and has held it in 10 quarters since.
  • Lyell Wealth Management's Norfolk Southern position peaked at $391K in Q3 2025.
  • 1,831 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.