AWA
LUV icon

Arkadios Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Arkadios Wealth 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 		$217K Buy
+4,224
New +$177K ﹤0.01% 1585
2026
Q1 		– Sell
-4,875
Closed -$201K – 1752
2025
Q4 		$201K Buy
+4,875
New +$170K ﹤0.01% 1451
2025
Q3 		– Sell
-7,361
Closed -$239K – 1496
2025
Q2 		$239K Sell
7,361
-6,207
-46% -$187K 0.01% 1142
2025
Q1 		$456K Buy
+13,568
New +$430K 0.02% 739
2022
Q4 		– Sell
-6,735
Closed -$208K – 576
2022
Q3 		$208K Sell
6,735
-1,273
-16% -$47.7K 0.03% 481
2022
Q2 		$289K Buy
8,008
+16
+0.2% +$688 0.04% 405
2022
Q1 		$366K Sell
7,992
-622
-7% -$27.3K 0.05% 383
2021
Q4 		$369K Sell
8,614
-279
-3% -$13.1K 0.05% 394
2021
Q3 		$457K Buy
8,893
+283
+3% +$14.3K 0.07% 312
2021
Q2 		$457K Buy
8,610
+258
+3% +$15.5K 0.06% 355
2021
Q1 		$509K Buy
8,352
+619
+8% +$32.9K 0.08% 244
2020
Q4 		$360K Buy
7,733
+6,284
+434% +$272K 0.08% 233
2020
Q3 		$57.5K Buy
1,449
+700
+93% +$24.9K 0.03% 382
2020
Q2 		$24.9K Sell
749
-151
-17% -$4.8K 0.01% 499
2020
Q1 		$32K Buy
900
+729
+426% +$36.1K 0.02% 401
2019
Q4 		$10K Buy
+171
New +$9.48K 0.01% 592

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

Arkadios Wealth Advisors's LUV Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,224 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in LUV as recently as Q4 2025.

Arkadios Wealth Advisors first reported a position in LUV in Q4 2019 and has held it in 16 quarters since. The position peaked at $509K in Q1 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Arkadios Wealth Advisors held 4,224 shares of Southwest Airlines worth $217K as of Q2 2026.
  • Southwest Airlines was a new Arkadios Wealth Advisors position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1585 holding.
  • Arkadios Wealth Advisors first reported a position in Southwest Airlines in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Southwest Airlines position peaked at $509K in Q1 2021.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.