Atlantic Edge Private Wealth Management’s Southwest Airlines LUV Stock Holding History

Atlantic Edge Private 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	$7.71K	Hold	150	–	–	﹤0.01%	450
2026 Q1	$5.64K	Hold	150	–	–	﹤0.01%	455
2025 Q4	$6.2K	Sell	150 -400	-73%	-$14K	﹤0.01%	434
2025 Q3	$17.6K	Sell	550 -50	-8%	-$1.64K	﹤0.01%	312
2025 Q2	$19.5K	Buy	600 +50	+9%	+$1.51K	0.01%	303
2025 Q1	$18.5K	Hold	550	–	–	0.01%	291
2024 Q4	$18.5K	Sell	550 -125	-19%	-$3.99K	0.01%	282
2024 Q3	$20K	Hold	675	–	–	0.01%	270
2024 Q2	$19.3K	Sell	675 -66	-9%	-$1.84K	0.01%	255
2024 Q1	$21.6K	Buy	741 +66	+10%	+$2.04K	0.01%	244
2023 Q4	$19.5K	Buy	+675	New	+$17.6K	0.01%	242

Other funds holding LUV

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlantic Edge Private Wealth Management's LUV Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 150 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Atlantic Edge Private Wealth Management first reported a position in LUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.6K in Q1 2024. 931 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Atlantic Edge Private Wealth Management held 150 shares of Southwest Airlines worth $7.71K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #450 holding.
Atlantic Edge Private Wealth Management first reported a position in Southwest Airlines in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Southwest Airlines position peaked at $21.6K in Q1 2024.
931 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.