SMA
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Sage Mountain Advisors’s Norfolk Southern NSC Stock Holding History

Sage Mountain Advisors’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 		– Sell
-2,217
Closed -$640K – 478
2025
Q4 		$640K Sell
2,217
-705
-24% -$204K 0.03% 238
2025
Q3 		$878K Buy
2,922
+714
+32% +$198K 0.05% 182
2025
Q2 		$565K Sell
2,208
-204
-8% -$48.1K 0.04% 222
2025
Q1 		$571K Buy
2,412
+187
+8% +$45.6K 0.04% 202
2024
Q4 		$522K Buy
2,225
+195
+10% +$49.6K 0.04% 202
2024
Q3 		$505K Buy
2,030
+375
+23% +$89.9K 0.04% 197
2024
Q2 		$355K Buy
1,655
+158
+11% +$36.7K 0.03% 224
2024
Q1 		$382K Hold
1,497
– – 0.04% 201
2023
Q4 		$354K Sell
1,497
-152
-9% -$31.9K 0.04% 177
2023
Q3 		$325K Buy
1,649
+59
+4% +$12.8K 0.04% 179
2023
Q2 		$361K Buy
1,590
+340
+27% +$72.2K 0.05% 161
2023
Q1 		$265K Buy
1,250
+383
+44% +$88.6K 0.04% 185
2022
Q4 		$214K Buy
+867
New +$205K 0.05% 150
2022
Q3 		– Sell
-919
Closed -$209K – 396
2022
Q2 		$209K Buy
919
+57
+7% +$14K 0.04% 423
2022
Q1 		$246K Sell
862
-333
-28% -$91.8K 0.04% 424
2021
Q4 		$356K Buy
1,195
+58
+5% +$16.2K 0.04% 401
2021
Q3 		$272K Sell
1,137
-35
-3% -$8.97K 0.04% 377
2021
Q2 		$311K Buy
1,172
+30
+3% +$8.28K 0.05% 309
2021
Q1 		$307K Buy
1,142
+137
+14% +$34.7K 0.07% 233
2020
Q4 		$239K Buy
+1,005
New +$229K 0.08% 158

Other funds holding NSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sage Mountain Advisors's NSC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Norfolk Southern (NSC) in Q1 2026, closing a stake of 2,217 shares — an estimated $640K sold.

Sage Mountain Advisors first reported a position in NSC in Q4 2020 and held it in 20 quarters. The position peaked at $878K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Norfolk Southern position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,217 Norfolk Southern shares in Q1 2026, an estimated $640K.
  • Sage Mountain Advisors first reported a position in Norfolk Southern in Q4 2020 and held it in 20 quarters.
  • Sage Mountain Advisors's Norfolk Southern position peaked at $878K in Q3 2025.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.