Norfolk Southern Corporation
MX ˙ BMV ˙ US6558441084
SecurityMX:NSC / Norfolk Southern Corporation
InstitutionCapital Planning Advisors, LLC
Latest Disclosed Ownership1,536 shares
Latest Disclosed Value $ 440,832
Capital Planning Advisors, LLC reports 6.63% decrease in ownership of NSC / Norfolk Southern Corporation

On May 14, 2026 - Capital Planning Advisors, LLC filed a 13F-HR form disclosing ownership of 1,536 shares of Norfolk Southern Corporation (MX:NSC) valued at $440,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,645 shares of Norfolk Southern Corporation. This represents a change in shares of -6.63% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F NORFOLK SOUTHN COM 655844108 1,536 -109 -6.63 441 -7.17 0.0637
2026-02-17 2025-12-31 13F NORFOLK SOUTHN COM 655844108 1,645 11 0.67 475 -3.27 0.0635
2025-11-07 2025-09-30 13F NORFOLK SOUTHN COM 655844108 1,634 1 0.06 491 17.51 0.0674
2025-08-14 2025-06-30 13F NORFOLK SOUTHN COM 655844108 1,633 -5 -0.31 418 7.75 0.0613
2025-05-12 2025-03-31 13F NORFOLK SOUTHN COM 655844108 1,638 2 0.12 388 1.04 0.0599
2025-01-17 2024-12-31 13F NORFOLK SOUTHN COM 655844108 1,636 2 0.12 384 -5.67 0.0593
2024-11-12 2024-09-30 13F NORFOLK SOUTHN COM 655844108 1,634 1 0.06 406 16.00 0.0613
2024-08-12 2024-06-30 13F NORFOLK SOUTHN COM 655844108 1,633 0 0.00 351 -15.87 0.0600
2024-05-15 2024-03-31 13F NORFOLK SOUTHN COM 655844108 1,633 -33 -1.98 416 5.85 0.0731
2024-02-12 2023-12-31 13F NORFOLK SOUTHN COM 655844108 1,666 37 2.27 394 22.81 0.0745
2023-10-30 2023-09-30 13F NORFOLK SOUTHN COM 655844108 1,629 -56 -3.32 321 -16.23 0.0669
2023-08-01 2023-06-30 13F NORFOLK SOUTHN COM 655844108 1,685 -168 -9.07 382 -2.55 0.0775
2023-05-15 2023-03-31 13F NORFOLK SOUTHN COM 655844108 1,853 96 5.46 393 -9.26 0.0835
2023-02-10 2022-12-31 13F NORFOLK SOUTHN COM 655844108 1,757 -17 -0.96 433 16.13 0.1029
2022-11-14 2022-09-30 13F NORFOLK SOUTHN COM 655844108 1,774 4 0.23 372 -7.46 0.0999
2022-08-10 2022-06-30 13F NORFOLK SOUTHN COM 655844108 1,770 -45 -2.48 402 -22.39 0.1064
2022-05-10 2022-03-31 13F NORFOLK SOUTHN COM 655844108 1,815 25 1.40 518 -2.81 0.1108
2022-02-14 2021-12-31 13F NORFOLK SOUTHN COM 655844108 1,790 0 0.00 533 24.53 0.1015
2021-11-09 2021-09-30 13F NORFOLK SOUTHN COM 655844108 1,790 -6 -0.33 428 -10.27 0.0888
2021-08-13 2021-06-30 13F NORFOLK SOUTHN COM 655844108 1,796 -22 -1.21 477 -2.25 0.0979
2021-04-30 2021-03-31 13F NORFOLK SOUTHN COM 655844108 1,818 -52 -2.78 488 9.91 0.1094
2021-02-04 2020-12-31 13F NORFOLK SOUTHN COM 655844108 1,870 50 2.75 444 14.14 0.1091
2020-11-12 2020-09-30 13F NORFOLK SOUTHN COM 655844108 1,820 -22 -1.19 389 20.43 0.1066
2020-08-06 2020-06-30 13F NORFOLK SOUTHERN COM 655844108 1,842 -600 -24.57 323 -9.52 0.0962
2020-05-11 2020-03-31 13F NORFOLK SOUTHERN COM 655844108 2,442 0 0.00 357 -24.68 0.1332
2020-02-03 2019-12-31 13F NORFOLK SOUTHERN COM 655844108 2,442 173 7.62 474 16.18 0.1240
2019-11-05 2019-09-30 13F NORFOLK SOUTHERN COM 655844108 2,269 -325 -12.53 408 -21.08 0.1187
2019-08-09 2019-06-30 13F NORFOLK SOUTHERN COM 655844108 2,594 140 5.70 517 12.64 0.1519
2019-05-14 2019-03-31 13F NORFOLK SOUTHERN COM 655844108 2,454 0 0.00 459 25.07 0.1401
2019-02-13 2018-12-31 13F NORFOLK SOUTHERN COM 655844108 2,454 -168 -6.41 367 -22.41 0.1336
2018-11-14 2018-09-30 13F NORFOLK SOUTHERN COM 655844108 2,622 2,622 473 0.1511
2018-08-08 2018-06-30 13F NORFOLK SOUTHERN COM 655844108 0 -2,622 -100.00 0 -100.00
2018-05-15 2018-03-31 13F NORFOLK SOUTHERN COM 655844108 2,622 -8 -0.30 356 -6.56 0.1264
2018-02-08 2017-12-31 13F NORFOLK SOUTHERN COM 655844108 2,630 163 6.61 381 16.87 0.1338
2017-11-09 2017-09-30 13F NORFOLK SOUTHERN COM 655844108 2,467 0 0.00 326 8.67 0.1277
2017-08-08 2017-06-30 13F NORFOLK SOUTHERN COM 655844108 2,467 70 2.92 300 11.94 0.1328
2017-05-12 2017-03-31 13F NORFOLK SOUTHERN COM 655844108 2,397 2,397 268 0.1323
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.