1 North Wealth Services’s Southwest Airlines LUV Stock Holding History

1 North Wealth Services’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.2K	Hold	140	–	–	﹤0.01%	206
2026 Q1	$5.26K	Hold	140	–	–	﹤0.01%	196
2025 Q4	$5.79K	Hold	140	–	–	﹤0.01%	197
2025 Q3	$4.47K	Hold	140	–	–	﹤0.01%	193
2025 Q2	$4.54K	Hold	140	–	–	﹤0.01%	189
2025 Q1	$4.7K	Buy	+140	New	+$4.43K	﹤0.01%	192
2019 Q1	–	Sell	-300	Closed	-$14K	–	332
2018 Q4	$14K	Buy	+300	New	+$15.9K	0.01%	127

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1 North Wealth Services's LUV Position: Q2 2026 in Review

1 North Wealth Services held its Southwest Airlines (LUV) position steady in Q2 2026 at 140 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

1 North Wealth Services first reported a position in LUV in Q4 2018 and has held it in 7 quarters since. The position peaked at $14K in Q4 2018. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

1 North Wealth Services held 140 shares of Southwest Airlines worth $7.2K as of Q2 2026.
1 North Wealth Services left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #206 holding.
1 North Wealth Services first reported a position in Southwest Airlines in Q4 2018 and has held it in 7 quarters since.
1 North Wealth Services's Southwest Airlines position peaked at $14K in Q4 2018.
930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.