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

Activest 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 		$206 Buy
+4
New +$168 ﹤0.01% 1163
2026
Q1 		– Sell
-17
Closed -$703 – 1292
2025
Q4 		$703 Buy
17
+9
+113% +$314 ﹤0.01% 976
2025
Q3 		$255 Buy
+8
New +$262 ﹤0.01% 1006
2025
Q2 		– Sell
-287
Closed -$8.64K – 1131
2025
Q1 		$9.64K Buy
287
+283
+7,075% +$8.96K ﹤0.01% 405
2024
Q4 		$134 Buy
+4
New +$128 ﹤0.01% 670

Other funds holding LUV

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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

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

Activest Wealth Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 4 shares worth $206. The stake represents ﹤0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in LUV as recently as Q4 2025.

Activest Wealth Management first reported a position in LUV in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.64K in Q1 2025. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Activest Wealth Management held 4 shares of Southwest Airlines worth $206 as of Q2 2026.
  • Southwest Airlines was a new Activest Wealth Management position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • Activest Wealth Management first reported a position in Southwest Airlines in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's Southwest Airlines position peaked at $9.64K in Q1 2025.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.