AIMZ Investment Advisors’s Southwest Airlines LUV Stock Holding History

AIMZ Investment Advisors’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	$219K	Buy	+4,260	New	+$179K	0.06%	146
2023 Q3	–	Sell	-6,260	Closed	-$227K	–	114
2023 Q2	$227K	Hold	6,260	–	–	0.1%	107
2023 Q1	$204K	Hold	6,260	–	–	0.09%	109
2022 Q4	$211K	Buy	+6,260	New	+$226K	0.1%	110
2022 Q3	–	Sell	-6,260	Closed	-$226K	–	109
2022 Q2	$226K	Hold	6,260	–	–	0.11%	104
2022 Q1	$287K	Hold	6,260	–	–	0.12%	104
2021 Q4	$268K	Hold	6,260	–	–	0.1%	104
2021 Q3	$322K	Hold	6,260	–	–	0.15%	99
2021 Q2	$332K	Hold	6,260	–	–	0.15%	96
2021 Q1	$382K	Hold	6,260	–	–	0.19%	86
2020 Q4	$292K	Hold	6,260	–	–	0.15%	94
2020 Q3	$235K	Hold	6,260	–	–	0.14%	89
2020 Q2	$214K	Buy	+6,260	New	+$199K	0.14%	90

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

AIMZ Investment Advisors's LUV Position: Q2 2026 in Review

AIMZ Investment Advisors opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,260 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: AIMZ Investment Advisors previously reported a position in LUV as recently as Q2 2023.

AIMZ Investment Advisors first reported a position in LUV in Q2 2020 and has held it in 13 quarters since. The position peaked at $382K in Q1 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

AIMZ Investment Advisors held 4,260 shares of Southwest Airlines worth $219K as of Q2 2026.
Southwest Airlines was a new AIMZ Investment Advisors position in Q2 2026.
Southwest Airlines made up 0.06% of AIMZ Investment Advisors's portfolio in Q2 2026, its #146 holding.
AIMZ Investment Advisors first reported a position in Southwest Airlines in Q2 2020 and has held it in 13 quarters since.
AIMZ Investment Advisors's Southwest Airlines position peaked at $382K in Q1 2021.
930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.