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Asset Planning Inc’s Southwest Airlines LUV Stock Holding History

Asset Planning Inc’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 		$1.85K Buy
+36
New +$1.51K ﹤0.01% 308

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Vanguard Portfolio Management
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T. Rowe Price Associates
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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

Asset Planning Inc's LUV Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Southwest Airlines (LUV) in Q2 2026: 36 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Asset Planning Inc held 36 shares of Southwest Airlines worth $1.85K as of Q2 2026.
  • Southwest Airlines was a new Asset Planning Inc position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #308 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.