NSC β€” NORFOLK SOUTHN CORP

Ownership history in Roberts Wealth Advisors, LLC  Β·  18 quarters on record

AI Ownership Summary

Roberts Wealth Advisors, LLC reported NORFOLK SOUTHN CORP (NSC) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows NSC at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roberts Wealth Advisors, LLC's position in NORFOLK SOUTHN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NSC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Roberts Wealth Advisors, LLC held NSC β€” position size vs. price
% of Fund (quarterly)    NSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,076 +1 +0.0% 0.15% $596K 2026-04-08 $294.10
2025 Q4 REDUCED 2,075 -225 -9.8% 0.16% $599K 2026-01-13 $286.93
2025 Q3 REDUCED 2,300 -200 -8.0% 0.18% $691K 2025-10-21 $287.12
2025 Q2 REDUCED 2,500 -400 -13.8% 0.18% $640K 2025-07-23 $276.35
2025 Q1 REDUCED 2,900 -250 -7.9% 0.21% $687K 2025-04-21 $214.57
2024 Q4 ADDED 3,150 +950 +43.2% 0.23% $757K 2025-01-17 $239.15
2024 Q3 REDUCED 2,200 -100 -4.3% 0.17% $535K 2024-10-15 $246.57
2024 Q2 UNCHANGED 2,300 β€” 0% 0.17% $492K 2024-08-13 $232.07
2024 Q1 REDUCED 2,300 -300 -11.5% 0.21% $565K 2024-04-18 $230.31
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Roberts Wealth Advisors, LLC and NSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roberts Wealth Advisors, LLC reported owning NSC?

Roberts Wealth Advisors, LLC reported NSC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NSC position in Roberts Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for NSC was 0.23% in 2024 Q4.

What is the latest reported NSC position on this page?

The most recent filing on this page is 2026 Q1, when Roberts Wealth Advisors, LLC reported 2,076 shares, equal to 0.15% of portfolio, with an estimated market value of $596K.

What does the chart on this NSC ownership page compare?

The chart compares Roberts Wealth Advisors, LLC's quarterly NSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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