AIM
LUV icon

Anchor Investment Management’s Southwest Airlines LUV Stock Holding History

Anchor Investment 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 		– Sell
-71
Closed -$2.67K – 1222
2026
Q1 		$2.67K Buy
+71
New +$3.21K ﹤0.01% 962
2023
Q3 		– Sell
-123
Closed -$4.01K – 995
2023
Q2 		$4.45K Sell
123
-69
-36% -$2.16K ﹤0.01% 842
2023
Q1 		$6.25K Buy
192
+69
+56% +$2.35K ﹤0.01% 805
2022
Q4 		$4.14K Hold
123
– – ﹤0.01% 819
2022
Q3 		$3.79K Sell
123
-290
-70% -$10.9K ﹤0.01% 835
2022
Q2 		$14.9K Hold
413
– – ﹤0.01% 686
2022
Q1 		$18.9K Hold
413
– – ﹤0.01% 676
2021
Q4 		$17.7K Buy
413
+15
+4% +$704 ﹤0.01% 711
2021
Q3 		$20.5K Hold
398
– – ﹤0.01% 640
2021
Q2 		$21.1K Buy
398
+108
+37% +$6.47K ﹤0.01% 647
2021
Q1 		$17.7K Hold
290
– – ﹤0.01% 640
2020
Q4 		$13.5K Hold
290
– – ﹤0.01% 639
2020
Q3 		$10.9K Sell
290
-139
-32% -$4.94K ﹤0.01% 640
2020
Q2 		$14.7K Buy
429
+139
+48% +$4.42K ﹤0.01% 587
2020
Q1 		$10.3K Hold
290
– – ﹤0.01% 623
2019
Q4 		$15.7K Hold
290
– – ﹤0.01% 602
2019
Q3 		$15.7K Hold
290
– – ﹤0.01% 593
2019
Q2 		$14.7K Hold
290
– – ﹤0.01% 599
2019
Q1 		$15.1K Hold
290
– – ﹤0.01% 587
2018
Q4 		$13.5K Sell
290
-869
-75% -$46.2K ﹤0.01% 589
2018
Q3 		$72.4K Hold
1,159
– – 0.02% 423
2018
Q2 		$59K Hold
1,159
– – 0.01% 462
2018
Q1 		$66.4K Buy
1,159
+216
+23% +$13K 0.02% 445
2017
Q4 		$61.7K Hold
943
– – 0.02% 439
2017
Q3 		$52.8K Buy
+943
New +$52.9K 0.02% 440

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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

Anchor Investment Management's LUV Position: Q2 2026 in Review

Anchor Investment Management sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 71 shares — an estimated $2.67K sold.

Anchor Investment Management first reported a position in LUV in Q3 2017 and held it in 25 quarters. The position peaked at $72.4K in Q3 2018. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Anchor Investment Management reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Anchor Investment Management sold 71 Southwest Airlines shares in Q2 2026, an estimated $2.67K.
  • Anchor Investment Management first reported a position in Southwest Airlines in Q3 2017 and held it in 25 quarters.
  • Anchor Investment Management's Southwest Airlines position peaked at $72.4K in Q3 2018.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.