Institute for Wealth Management, LLC.
Position in NSC — Norfolk Southern Corp
CIK 1533954
DENVER, CO
Position in NSC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$153,205
-$79,839 QoQ
Shares Held
487
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,602
of 1,861 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NSC Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $7,258,095 across 7 Railroads names. NSC ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
|
69,282 | $3,292,973 | |
| 2 | CP |
Canadian Pacific Kansas City Ltd/Cn
|
25,403 | $2,201,169 | |
| 3 | UNP |
Union Pacific Corp
|
5,083 | $1,382,576 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
645 | $173,892 | |
| 5 | NSC |
Norfolk Southern Corp
This page
|
487 | $153,205 | |
| 6 | CNI |
Canadian National Railway Co
|
450 | $53,658 | |
| 7 | TRN |
Trinity Industries Inc
|
18 | $622 |
All Filings in NSC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,205 | 487 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $233,044 | 812 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $239,637 | 830 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $233,418 | 777 | Shares | Sole | 2025-10-17 | |
| 2024-03-31 | $224,030 | 879 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $245,362 | 1,038 | Shares | Sole | 2024-01-31 | |
| 2022-12-31 | $205,514 | 834 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $250,951 | 1,197 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $281,157 | 1,237 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $358,521 | 1,257 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $362,313 | 1,217 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $291,167 | 1,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $284,784 | 1,073 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $216,427 | 806 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||