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Picton Mahoney Asset Management’s Norfolk Southern NSC Stock Holding History

Picton Mahoney Asset 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
Q1 		$21.5M Sell
75,000
-15,000
-17% -$4.46M 0.16% 110
2025
Q4 		$26M Buy
90,000
+10,000
+13% +$2.89M 0.2% 92
2025
Q3 		$24M Buy
+80,000
New +$22.2M 0.22% 81
2022
Q1 		– Sell
-63,795
Closed -$19M – 993
2021
Q4 		$19M Sell
63,795
-6,270
-9% -$1.75M 0.47% 27
2021
Q3 		$16.8M Sell
70,065
-615
-0.9% -$158K 0.62% 28
2021
Q2 		$18.8M Sell
70,680
-755
-1% -$208K 0.55% 34
2021
Q1 		$19.2M Sell
71,435
-7,065
-9% -$1.79M 0.92% 21
2020
Q4 		$18.7M Buy
78,500
+120
+0.2% +$27.3K 0.89% 26
2020
Q3 		$16.8M Sell
78,380
-6,920
-8% -$1.39M 0.93% 19
2020
Q2 		$15M Sell
85,300
-2,200
-3% -$373K 0.86% 28
2020
Q1 		$12.8M Buy
87,500
+1,400
+2% +$258K 0.72% 30
2019
Q4 		$16.7M Sell
86,100
-3,800
-4% -$713K 1.13% 26
2019
Q3 		$16.2M Sell
89,900
-4,450
-5% -$819K 1.14% 26
2019
Q2 		$18.8M Sell
94,350
-14,440
-13% -$2.86M 1.29% 25
2019
Q1 		$20.3M Buy
108,790
+190
+0.2% +$32.9K 1.54% 19
2018
Q4 		$16.2M Sell
108,600
-9,600
-8% -$1.58M 1.45% 21
2018
Q3 		$21.3M Sell
118,200
-3,000
-2% -$512K 1.5% 18
2018
Q2 		$18.3M Buy
121,200
+750
+0.6% +$110K 1.31% 21
2018
Q1 		$16.4M Buy
120,450
+200
+0.2% +$28.8K 1.18% 26
2017
Q4 		$17.4M Sell
120,250
-3,300
-3% -$443K 1.25% 28
2017
Q3 		$16.3M Sell
123,550
-7,200
-6% -$875K 1.23% 27
2017
Q2 		$15.9M Buy
130,750
+200
+0.2% +$23.5K 1.13% 26
2017
Q1 		$14.6M Sell
130,550
-3,100
-2% -$363K 0.98% 29
2016
Q4 		$14.4M Sell
133,650
-19,400
-13% -$1.96M 1.19% 25
2016
Q3 		$14.9M Sell
153,050
-3,450
-2% -$314K 0.99% 31
2016
Q2 		$13.3M Buy
156,500
+18,446
+13% +$1.57M 0.82% 38
2016
Q1 		$11.5M Sell
138,054
-15,797
-10% -$1.19M 0.74% 48
2015
Q4 		$13M Buy
+153,851
New +$13.2M 0.78% 45

Other funds holding NSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Picton Mahoney Asset Management's NSC Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Norfolk Southern (NSC) stake by 17% in Q1 2026, selling an estimated $4.46M and leaving 75,000 shares worth $21.5M. The position accounts for 0.16% of the portfolio, ranked #110.

Picton Mahoney Asset Management first reported a position in NSC in Q4 2015 and has held it in 28 quarters since. The position peaked at $26M in Q4 2025. 1,834 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Picton Mahoney Asset Management held 75,000 shares of Norfolk Southern worth $21.5M as of Q1 2026.
  • Picton Mahoney Asset Management sold 15,000 Norfolk Southern shares in Q1 2026, an estimated $4.46M.
  • Norfolk Southern made up 0.16% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #110 holding.
  • Picton Mahoney Asset Management first reported a position in Norfolk Southern in Q4 2015 and has held it in 28 quarters since.
  • Picton Mahoney Asset Management's Norfolk Southern position peaked at $26M in Q4 2025.
  • 1,834 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.