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
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 $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's LUV Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 4,875 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in LUV in Q4 2019 and held it in 15 quarters. The position peaked at $509K in Q1 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,875 Southwest Airlines shares in Q1 2026, an estimated $201K.
  • Arkadios Wealth Advisors first reported a position in Southwest Airlines in Q4 2019 and held it in 15 quarters.
  • Arkadios Wealth Advisors's Southwest Airlines position peaked at $509K in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.