PBMares Wealth Management’s Norfolk Southern NSC Stock Holding History

PBMares 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
2025 Q3	$244K	Buy	+812	New	+$226K	0.04%	175
2024 Q4	–	Sell	-832	Closed	-$207K	–	201
2024 Q3	$207K	Buy	+832	New	+$199K	0.04%	187
2022 Q3	–	Sell	-1,375	Closed	-$313K	–	160
2022 Q2	$313K	Hold	1,375	–	–	0.13%	119
2022 Q1	$392K	Sell	1,375 -260	-16%	-$71.6K	0.24%	100
2021 Q4	$487K	Hold	1,635	–	–	0.21%	96
2021 Q3	$391K	Hold	1,635	–	–	0.19%	103
2021 Q2	$434K	Hold	1,635	–	–	0.24%	89
2021 Q1	$439K	Sell	1,635 -69	-4%	-$17.5K	0.36%	83
2020 Q4	$405K	Hold	1,704	–	–	0.47%	77
2020 Q3	$365K	Hold	1,704	–	–	0.54%	65
2020 Q2	$299K	Sell	1,704 -50	-3%	-$8.47K	0.45%	74
2020 Q1	$256K	Hold	1,754	–	–	0.4%	81
2019 Q4	$341K	Buy	+1,754	New	+$329K	0.41%	79

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

PBMares Wealth Management's NSC Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Norfolk Southern (NSC) in Q3 2025: 812 shares worth $244K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: PBMares Wealth Management previously reported a position in NSC as recently as Q3 2024.

PBMares Wealth Management first reported a position in NSC in Q4 2019 and has held it in 13 quarters since. The position peaked at $487K in Q4 2021. 1,800 funds tracked by Wall St. Rank hold NSC as of Q3 2025.

PBMares Wealth Management held 812 shares of Norfolk Southern worth $244K as of Q3 2025.
Norfolk Southern was a new PBMares Wealth Management position in Q3 2025.
Norfolk Southern made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #175 holding.
PBMares Wealth Management first reported a position in Norfolk Southern in Q4 2019 and has held it in 13 quarters since.
PBMares Wealth Management's Norfolk Southern position peaked at $487K in Q4 2021.
1,800 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.