SWRP
NSC icon

Summit Wealth & Retirement Planning’s Norfolk Southern NSC Stock Holding History

Summit Wealth & Retirement 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 		$328K Hold
1,142
– – 0.08% 81
2025
Q4 		$330K Hold
1,142
– – 0.08% 77
2025
Q3 		$343K Hold
1,142
– – 0.08% 72
2025
Q2 		$292K Buy
+1,142
New +$269K 0.08% 77

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

Summit Wealth & Retirement Planning's NSC Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Norfolk Southern (NSC) position steady in Q1 2026 at 1,142 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #81.

Summit Wealth & Retirement Planning first reported a position in NSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $343K in Q3 2025. 1,829 funds tracked by Wall St. Rank hold NSC as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,142 shares of Norfolk Southern worth $328K as of Q1 2026.
  • Summit Wealth & Retirement Planning left its Norfolk Southern share count unchanged in Q1 2026.
  • Norfolk Southern made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #81 holding.
  • Summit Wealth & Retirement Planning first reported a position in Norfolk Southern in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's Norfolk Southern position peaked at $343K in Q3 2025.
  • 1,829 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.