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

Act 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
Q4 		– Sell
-13,640
Closed -$435K – 63
2025
Q3 		$435K Sell
13,640
-1,075
-7% -$35.2K 0.15% 31
2025
Q2 		$477K Buy
+14,715
New +$443K 0.2% 29

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Act Wealth Management's LUV Position: Q4 2025 in Review

Act Wealth Management sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 13,640 shares — an estimated $435K sold.

Act Wealth Management first reported a position in LUV in Q2 2025 and held it in 2 quarters. The position peaked at $477K in Q2 2025. 848 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

  • Act Wealth Management reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
  • Act Wealth Management sold 13,640 Southwest Airlines shares in Q4 2025, an estimated $435K.
  • Act Wealth Management first reported a position in Southwest Airlines in Q2 2025 and held it in 2 quarters.
  • Act Wealth Management's Southwest Airlines position peaked at $477K in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Act Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.