Mark Sheptoff Financial Planning’s Norfolk Southern NSC Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$202K	Sell	645 -5	-0.8%	-$1.49K	0.11%	101
2025 Q4	$188K	Hold	650	–	–	0.09%	105
2025 Q3	$195K	Hold	650	–	–	0.09%	103
2025 Q2	$166K	Hold	650	–	–	0.09%	100
2025 Q1	$154K	Hold	650	–	–	0.08%	98
2024 Q4	$153K	Hold	650	–	–	0.08%	102
2024 Q3	$162K	Hold	650	–	–	0.09%	102
2024 Q2	$140K	Hold	650	–	–	0.08%	112
2024 Q1	$166K	Hold	650	–	–	0.09%	109
2023 Q4	$154K	Hold	650	–	–	0.09%	103
2023 Q3	$128K	Hold	650	–	–	0.08%	103
2023 Q2	$147K	Hold	650	–	–	0.08%	104
2023 Q1	$138K	Hold	650	–	–	0.08%	104
2022 Q4	$160K	Hold	650	–	–	0.09%	101
2022 Q3	$136K	Hold	650	–	–	0.08%	99
2022 Q2	$148K	Hold	650	–	–	0.09%	101
2022 Q1	$185K	Hold	650	–	–	0.09%	110
2021 Q4	$194K	Hold	650	–	–	0.09%	109
2021 Q3	$156K	Hold	650	–	–	0.09%	116
2021 Q2	$173K	Hold	650	–	–	0.09%	110
2021 Q1	$175K	Hold	650	–	–	0.1%	104
2020 Q4	$154K	Hold	650	–	–	0.09%	114
2020 Q3	$139K	Hold	650	–	–	0.09%	110
2020 Q2	$114K	Sell	650 -250	-28%	-$42.4K	0.07%	111
2020 Q1	$131K	Hold	900	–	–	0.1%	94
2019 Q4	$175K	Hold	900	–	–	0.11%	96
2019 Q3	$162K	Hold	900	–	–	0.11%	98
2019 Q2	$179K	Hold	900	–	–	0.12%	100
2019 Q1	$168K	Hold	900	–	–	0.12%	102
2018 Q4	$135K	Hold	900	–	–	0.11%	97
2018 Q3	$162K	Hold	900	–	–	0.11%	112
2018 Q2	$136K	Hold	900	–	–	0.1%	116
2018 Q1	$122K	Hold	900	–	–	0.08%	123
2017 Q4	$130K	Hold	900	–	–	0.08%	124
2017 Q3	$119K	Hold	900	–	–	0.08%	135
2017 Q2	$110K	Sell	900 -1	-0.1%	-$118	0.08%	133
2017 Q1	$101K	Buy	901 +1	+0.1%	+$117	0.07%	141
2016 Q4	$97K	Hold	900	–	–	0.07%	139
2016 Q3	$87K	Hold	900	–	–	0.06%	134
2016 Q2	$77K	Hold	900	–	–	0.06%	136
2016 Q1	$75K	Hold	900	–	–	0.06%	130
2015 Q4	$76K	Hold	900	–	–	0.06%	143
2015 Q3	$69K	Sell	900 -600	-40%	-$48.8K	0.06%	146
2015 Q2	$131K	Sell	1,500 -675	-31%	-$65.8K	0.11%	125
2015 Q1	$224K	Sell	2,175 -550	-20%	-$58.8K	0.19%	94
2014 Q4	$299K	Buy	2,725 +1,125	+70%	+$123K	0.26%	82
2014 Q3	$179K	Hold	1,600	–	–	0.16%	107
2014 Q2	$165K	Hold	1,600	–	–	0.14%	111
2014 Q1	$155K	Buy	+1,600	New	+$148K	0.14%	111

Other funds holding NSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's NSC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Norfolk Southern (NSC) stake by 0.77% in Q1 2026, selling an estimated $1.49K and leaving 645 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #101.

Mark Sheptoff Financial Planning first reported a position in NSC in Q1 2014 and has held it in 49 quarters since. The position peaked at $299K in Q4 2014. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

Mark Sheptoff Financial Planning held 645 shares of Norfolk Southern worth $202K as of Q1 2026.
Mark Sheptoff Financial Planning sold 5 Norfolk Southern shares in Q1 2026, an estimated $1.49K.
Norfolk Southern made up 0.11% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #101 holding.
Mark Sheptoff Financial Planning first reported a position in Norfolk Southern in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Norfolk Southern position peaked at $299K in Q4 2014.
1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.