Norfolk Southern Corporation
MX ˙ BMV ˙ US6558441084
SecurityMX:NSC / Norfolk Southern Corporation
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership645 shares
Latest Disclosed Value $ 202,253
Mark Sheptoff Financial Planning, Llc reports 0.77% decrease in ownership of NSC / Norfolk Southern Corporation

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 645 shares of Norfolk Southern Corporation (MX:NSC) valued at $202,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 650 shares of Norfolk Southern Corporation. This represents a change in shares of -0.77% 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)
2026-05-11 2026-03-31 13F NORFOLK SOUTHN COM 655844108 645 -5 -0.77 202 8.02 0.1071
2026-02-12 2025-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 188 -4.10 0.0894
2025-11-13 2025-09-30 13F NORFOLK SOUTHN OM 655844108 650 0 0.00 195 17.47 0.0935
2025-08-06 2025-06-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 166 8.50 0.0887
2025-05-13 2025-03-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 154 0.66 0.0849
2025-02-12 2024-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 153 -5.59 0.0818
2024-11-14 2024-09-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 162 15.83 0.0858
2024-08-12 2024-06-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 140 -15.76 0.0780
2024-05-10 2024-03-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 166 7.84 0.0919
2024-02-09 2023-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 154 19.53 0.0926
2023-11-13 2023-09-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 128 -12.93 0.0822
2023-08-10 2023-06-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 147 7.30 0.0841
2023-05-11 2023-03-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 138 -14.37 0.0800
2023-02-14 2022-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 160 17.65 0.0939
2022-11-09 2022-09-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 136 -8.11 0.0828
2022-08-11 2022-06-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 148 -20.00 0.0851
2022-05-12 2022-03-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 185 -4.64 0.0931
2022-02-11 2021-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 194 24.36 0.0926
2021-11-10 2021-09-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 156 -9.83 0.0859
2021-08-12 2021-06-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 173 -1.14 0.0927
2021-05-11 2021-03-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 175 13.64 0.1004
2021-02-11 2020-12-31 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 154 10.79 0.0876
2020-11-12 2020-09-30 13F NORFOLK SOUTHN COM 655844108 650 0 0.00 139 21.93 0.0855
2020-08-10 2020-06-30 13F NORFOLK SOUTHERN COM 655844108 650 -250 -27.78 114 -12.98 0.0739
2020-05-07 2020-03-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 131 -25.14 0.0990
2020-02-10 2019-12-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 175 8.02 0.1102
2019-11-12 2019-09-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 162 -9.50 0.1092
2019-08-12 2019-06-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 179 6.55 0.1222
2019-05-10 2019-03-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 168 24.44 0.1211
2019-02-11 2018-12-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 135 -16.67 0.1122
2018-11-13 2018-09-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 162 19.12 0.1111
2018-08-09 2018-06-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 136 11.48 0.1006
2018-05-08 2018-03-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 122 -6.15 0.0846
2018-02-09 2017-12-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 130 9.24 0.0845
2017-11-09 2017-09-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 119 8.18 0.0799
2017-08-08 2017-06-30 13F NORFOLK SOUTHERN COM 655844108 900 -1 -0.11 110 8.91 0.0756
2017-05-08 2017-03-31 13F NORFOLK SOUTHERN COM 655844108 901 1 0.11 101 4.12 0.0720
2017-02-07 2016-12-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 97 11.49 0.0720
2016-11-07 2016-09-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 87 12.99 0.0647
2016-08-09 2016-06-30 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 77 2.67 0.0575
2016-05-09 2016-03-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 75 -1.32 0.0610
2016-02-09 2015-12-31 13F NORFOLK SOUTHERN COM 655844108 900 0 0.00 76 10.14 0.0616
2015-11-12 2015-09-30 13F NORFOLK SOUTHERN COM 655844108 900 -600 -40.00 69 -47.33 0.0605
2015-08-05 2015-06-30 13F NORFOLK SOUTHERN COM 655844108 1,500 -675 -31.03 131 -41.52 0.1059
2015-05-12 2015-03-31 13F NORFOLK SOUTHERN COM 655844108 2,175 -550 -20.18 224 -25.08 0.1868
2015-02-09 2014-12-31 13F NORFOLK SOUTHERN COM 655844108 2,725 1,125 70.31 299 67.04 0.2644
2014-11-12 2014-09-30 13F NORFOLK SOUTHERN COM 655844108 1,600 0 0.00 179 8.48 0.1582
2014-08-13 2014-06-30 13F NORFOLK SOUTHERN COM 655844108 1,600 0 0.00 165 6.45 0.1410
2014-05-09 2014-03-31 13F NORFOLK SOUTHERN COM 655844108 1,600 1,600 155 0.1372
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.