Action Point Financial Planning’s Southwest Airlines LUV Stock Holding History

Action Point Financial Planning’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	$32.2K	Buy	+631	New	+$26.5K	﹤0.01%	968

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

Action Point Financial Planning's LUV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Southwest Airlines (LUV) in Q2 2026: 631 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings.

924 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Action Point Financial Planning held 631 shares of Southwest Airlines worth $32.2K as of Q2 2026.
Southwest Airlines was a new Action Point Financial Planning position in Q2 2026.
Southwest Airlines made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #968 holding.
924 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.