AWF
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Alpha Wealth Funds’s Southwest Airlines LUV Stock Holding History

Alpha Wealth Funds’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
Q1 		– Sell
-19,000
Closed -$638K – 54
2024
Q4 		$638K Buy
+19,000
New +$606K 0.61% 28

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EIM
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alpha Wealth Funds's LUV Position: Q1 2025 in Review

Alpha Wealth Funds sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 19,000 shares — an estimated $638K sold.

Alpha Wealth Funds first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $638K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Alpha Wealth Funds reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Alpha Wealth Funds sold 19,000 Southwest Airlines shares in Q1 2025, an estimated $638K.
  • Alpha Wealth Funds first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • Alpha Wealth Funds's Southwest Airlines position peaked at $638K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Alpha Wealth Funds's 13F filing for Q1 2025, filed 10 Apr 2025.