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

Accredited 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
2025
Q3 		$6.49K Sell
1
-202
-100% -$6.61K ﹤0.01% 298
2025
Q2 		$6.63K Hold
203
– – 0.01% 297
2025
Q1 		$6.86K Sell
203
-303
-60% -$9.6K 0.01% 274
2024
Q4 		$17.1K Buy
+506
New +$16.1K 0.02% 208

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accredited Wealth Management's LUV Position: Q3 2025 in Review

Accredited Wealth Management reduced its Southwest Airlines (LUV) stake by 100% in Q3 2025, selling an estimated $6.61K and leaving 1 share worth $6.49K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Accredited Wealth Management first reported a position in LUV in Q4 2024 and has held it in 4 quarters since. The position peaked at $17.1K in Q4 2024. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Accredited Wealth Management held 1 share of Southwest Airlines worth $6.49K as of Q3 2025.
  • Accredited Wealth Management sold 202 Southwest Airlines shares in Q3 2025, an estimated $6.61K.
  • Southwest Airlines made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #298 holding.
  • Accredited Wealth Management first reported a position in Southwest Airlines in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Southwest Airlines position peaked at $17.1K in Q4 2024.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.