Schwarz Dygos Wheeler Investment Advisors’s Norfolk Southern NSC Stock Holding History

Schwarz Dygos Wheeler Investment 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	$354K	Hold	1,234	–	–	0.07%	120
2025 Q4	$356K	Hold	1,234	–	–	0.07%	117
2025 Q3	$371K	Sell	1,234 -27	-2%	-$7.5K	0.08%	117
2025 Q2	$323K	Hold	1,261	–	–	0.07%	129
2025 Q1	$299K	Hold	1,261	–	–	0.07%	133
2024 Q4	$296K	Buy	1,261 +6	+0.5%	+$1.53K	0.07%	130
2024 Q3	$312K	Hold	1,255	–	–	0.08%	120
2024 Q2	$269K	Hold	1,255	–	–	0.07%	122
2024 Q1	$320K	Hold	1,255	–	–	0.09%	117
2023 Q4	$297K	Hold	1,255	–	–	0.09%	121
2023 Q3	$247K	Hold	1,255	–	–	0.08%	123
2023 Q2	$285K	Sell	1,255 -100	-7%	-$21.2K	0.09%	114
2023 Q1	$287K	Hold	1,355	–	–	0.1%	108
2022 Q4	$334K	Hold	1,355	–	–	0.13%	99
2022 Q3	$284K	Hold	1,355	–	–	0.13%	95
2022 Q2	$308K	Hold	1,355	–	–	0.12%	98
2022 Q1	$386K	Hold	1,355	–	–	0.13%	94
2021 Q4	$403K	Hold	1,355	–	–	0.14%	90
2021 Q3	$324K	Hold	1,355	–	–	0.12%	101
2021 Q2	$360K	Hold	1,355	–	–	0.13%	90
2021 Q1	$364K	Hold	1,355	–	–	0.15%	88
2020 Q4	$322K	Sell	1,355 -134	-9%	-$30.5K	0.15%	81
2020 Q3	$319K	Hold	1,489	–	–	0.18%	79
2020 Q2	$261K	Sell	1,489 -430	-22%	-$72.8K	0.17%	74
2020 Q1	$280K	Sell	1,919 -55	-3%	-$10.2K	0.24%	60
2019 Q4	$383K	Buy	1,974 +97	+5%	+$18.2K	0.26%	58
2019 Q3	$337K	Hold	1,877	–	–	0.27%	60
2019 Q2	$374K	Hold	1,877	–	–	0.31%	54
2019 Q1	$351K	Sell	1,877 -12	-0.6%	-$2.08K	0.3%	54
2018 Q4	$282K	Buy	+1,889	New	+$311K	0.3%	53

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

Schwarz Dygos Wheeler Investment Advisors's NSC Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Norfolk Southern (NSC) position steady in Q1 2026 at 1,234 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #120.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NSC in Q4 2018 and has held it in 30 quarters since. The position peaked at $403K in Q4 2021. 1,831 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,234 shares of Norfolk Southern worth $354K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Norfolk Southern share count unchanged in Q1 2026.
Norfolk Southern made up 0.07% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #120 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Norfolk Southern in Q4 2018 and has held it in 30 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Norfolk Southern position peaked at $403K in Q4 2021.
1,831 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.