Superior Planning, LLC’s Southwest Airlines LUV Stock Holding History

Superior Planning, LLC’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 Q3	$4.5K	Buy	+108	New	+$4.74K	﹤0.01%	1241

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's LUV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Southwest Airlines (LUV) in Q3 2026: 108 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings.

617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Superior Planning, LLC held 108 shares of Southwest Airlines worth $4.5K as of Q3 2026.
Southwest Airlines was a new Superior Planning, LLC position in Q3 2026.
Southwest Airlines made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1241 holding.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.