Ameritas Investment Partners’s Southwest Airlines LUV Stock Holding History

Ameritas Investment Partners’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 Q1	$166K	Sell	4,407 -380	-8%	-$17.2K	0.01%	1386
2025 Q4	$198K	Hold	4,787	–	–	0.01%	1257
2025 Q3	$153K	Sell	4,787 -592	-11%	-$19.4K	﹤0.01%	1405
2025 Q2	$174K	Sell	5,379 -267	-5%	-$8.04K	0.01%	1382
2025 Q1	$190K	Sell	5,646 -423	-7%	-$13.4K	0.01%	1290
2024 Q4	$204K	Hold	6,069	–	–	0.01%	1310
2024 Q3	$180K	Sell	6,069 -584	-9%	-$16.2K	0.01%	1392
2024 Q2	$190K	Hold	6,653	–	–	0.01%	1300
2024 Q1	$194K	Sell	6,653 -405	-6%	-$12.5K	0.01%	1308
2023 Q4	$204K	Hold	7,058	–	–	0.01%	1255
2023 Q3	$191K	Hold	7,058	–	–	0.01%	1206
2023 Q2	$256K	Sell	7,058 -499	-7%	-$15.6K	0.01%	994
2023 Q1	$246K	Sell	7,557 -1,028	-12%	-$35K	0.01%	983
2022 Q4	$312K	Buy	8,585 +1,028	+14%	+$37.1K	0.01%	915
2022 Q3	$233K	Hold	7,557	–	–	0.01%	989
2022 Q2	$272K	Sell	7,557 -63	-0.8%	-$2.71K	0.01%	922
2022 Q1	$348K	Sell	7,620 -618	-8%	-$27.2K	0.01%	910
2021 Q4	$352K	Hold	8,238	–	–	0.01%	916
2021 Q3	$423K	Hold	8,238	–	–	0.02%	841
2021 Q2	$437K	Hold	8,238	–	–	0.02%	828
2021 Q1	$502K	Sell	8,238 -413	-5%	-$22K	0.02%	782
2020 Q4	$402K	Sell	8,651 -434	-5%	-$18.8K	0.02%	825
2020 Q3	$340K	Buy	9,085 +569	+7%	+$20.2K	0.02%	829
2020 Q2	$291K	Buy	8,516 +550	+7%	+$17.5K	0.01%	868
2020 Q1	$283K	Hold	7,966	–	–	0.02%	800
2019 Q4	$430K	Sell	7,966 -398	-5%	-$22.1K	0.02%	791
2019 Q3	$451K	Sell	8,364 -331	-4%	-$17.3K	0.02%	771
2019 Q2	$441K	Sell	8,695 -469	-5%	-$24.3K	0.02%	769
2019 Q1	$475K	Hold	9,164	–	–	0.02%	744
2018 Q4	$425K	Sell	9,164 -371	-4%	-$19.7K	0.02%	733
2018 Q3	$595K	Sell	9,535 -824	-8%	-$48.2K	0.03%	692
2018 Q2	$527K	Sell	10,359 -993	-9%	-$52.3K	0.03%	719
2018 Q1	$650K	Sell	11,352 -528	-4%	-$31.7K	0.03%	678
2017 Q4	$777K	Sell	11,880 -1,821	-13%	-$107K	0.04%	628
2017 Q3	$714K	Hold	13,701	–	–	0.03%	654
2017 Q2	$850K	Sell	13,701 -452	-3%	-$26.3K	0.04%	588
2017 Q1	$761K	Sell	14,153 -675	-5%	-$36.3K	0.04%	625
2016 Q4	$739K	Hold	14,828	–	–	0.04%	633
2016 Q3	$577K	Buy	14,828 +2,201	+17%	+$83.7K	0.03%	698
2016 Q2	$495K	Buy	12,627 +446	+4%	+$19.1K	0.03%	606
2016 Q1	$546K	Hold	12,181	–	–	0.04%	528
2015 Q4	$525K	Sell	12,181 -331	-3%	-$14.7K	0.04%	532
2015 Q3	$476K	Hold	12,512	–	–	0.03%	556
2015 Q2	$414K	Sell	12,512 -251	-2%	-$9.82K	0.03%	682
2015 Q1	$565K	Hold	12,763	–	–	0.04%	546
2014 Q4	$540K	Hold	12,763	–	–	0.04%	553
2014 Q3	$431K	Sell	12,763 -1,109	-8%	-$33.9K	0.03%	642
2014 Q2	$373K	Hold	13,872	–	–	0.03%	737
2014 Q1	$328K	Sell	13,872 -1,075	-7%	-$23.5K	0.03%	757
2013 Q4	$282K	Hold	14,947	–	–	0.02%	848
2013 Q3	$218K	Buy	+14,947	New	+$203K	0.02%	874

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameritas Investment Partners's LUV Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Southwest Airlines (LUV) stake by 7.9% in Q1 2026, selling an estimated $17.2K and leaving 4,407 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #1386.

Ameritas Investment Partners first reported a position in LUV in Q3 2013 and has held it in 51 quarters since. The position peaked at $850K in Q2 2017. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Ameritas Investment Partners held 4,407 shares of Southwest Airlines worth $166K as of Q1 2026.
Ameritas Investment Partners sold 380 Southwest Airlines shares in Q1 2026, an estimated $17.2K.
Southwest Airlines made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1386 holding.
Ameritas Investment Partners first reported a position in Southwest Airlines in Q3 2013 and has held it in 51 quarters since.
Ameritas Investment Partners's Southwest Airlines position peaked at $850K in Q2 2017.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.