AWM
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Abound Wealth Management’s Southwest Airlines LUV Stock Holding History

Abound Wealth Management’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 		$15.5K Sell
301
-147
-33% -$6.17K ﹤0.01% 412
2026
Q1 		$16.8K Buy
448
+78
+21% +$3.52K ﹤0.01% 431
2025
Q4 		$15.3K Hold
370
– – ﹤0.01% 421
2025
Q3 		$11.8K Sell
370
-91
-20% -$2.98K ﹤0.01% 459
2025
Q2 		$15K Buy
461
+91
+25% +$2.74K ﹤0.01% 381
2025
Q1 		$12.4K Buy
370
+254
+219% +$8.04K ﹤0.01% 372
2024
Q4 		$3.9K Buy
116
+22
+23% +$702 ﹤0.01% 579
2024
Q3 		$2.79K Hold
94
– – ﹤0.01% 661
2024
Q2 		$2.69K Sell
94
-75
-44% -$2.09K ﹤0.01% 613
2024
Q1 		$4.93K Buy
169
+75
+80% +$2.32K ﹤0.01% 527
2023
Q4 		$2.71K Sell
94
-43
-31% -$1.12K ﹤0.01% 617
2023
Q3 		$3.71K Buy
137
+7
+5% +$228 ﹤0.01% 522
2023
Q2 		$4.71K Buy
130
+36
+38% +$1.13K ﹤0.01% 494
2023
Q1 		$3.06K Buy
94
+39
+71% +$1.33K ﹤0.01% 520
2022
Q4 		$1.85K Buy
55
+23
+72% +$829 ﹤0.01% 549
2022
Q3 		$987 Buy
+32
New +$1.2K ﹤0.01% 611

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's LUV Position: Q2 2026 in Review

Abound Wealth Management reduced its Southwest Airlines (LUV) stake by 33% in Q2 2026, selling an estimated $6.17K and leaving 301 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Abound Wealth Management first reported a position in LUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.8K in Q1 2026. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Abound Wealth Management held 301 shares of Southwest Airlines worth $15.5K as of Q2 2026.
  • Abound Wealth Management sold 147 Southwest Airlines shares in Q2 2026, an estimated $6.17K.
  • Southwest Airlines made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Abound Wealth Management first reported a position in Southwest Airlines in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Southwest Airlines position peaked at $16.8K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.