AWM
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Athena Wealth Management’s Southwest Airlines LUV Stock Holding History

Athena Wealth 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 		$1.51M Sell
29,453
-295
-1% -$12.4K 1.13% 15
2026
Q1 		$1.12M Buy
29,748
+11,623
+64% +$525K 0.91% 26
2025
Q4 		$749K Buy
+18,125
New +$633K 0.73% 27

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Athena Wealth Management's LUV Position: Q2 2026 in Review

Athena Wealth Management reduced its Southwest Airlines (LUV) stake by 0.99% in Q2 2026, selling an estimated $12.4K and leaving 29,453 shares worth $1.51M. The position accounts for 1.13% of the portfolio, ranked #15.

Athena Wealth Management first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Athena Wealth Management held 29,453 shares of Southwest Airlines worth $1.51M as of Q2 2026.
  • Athena Wealth Management sold 295 Southwest Airlines shares in Q2 2026, an estimated $12.4K.
  • Southwest Airlines made up 1.13% of Athena Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Athena Wealth Management first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.