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

Atticus 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
2025
Q3 		– Sell
-336
Closed -$10.9K – 444
2025
Q2 		$10.9K Buy
336
+2
+0.6% +$60 ﹤0.01% 470
2025
Q1 		$11.2K Buy
334
+2
+0.6% +$63 ﹤0.01% 368
2024
Q4 		$11.2K Hold
332
– – ﹤0.01% 383
2024
Q3 		$9.84K Buy
332
+4
+1% +$111 ﹤0.01% 390
2024
Q2 		$9.38K Hold
328
– – ﹤0.01% 391
2024
Q1 		$9.57K Buy
328
+4
+1% +$124 ﹤0.01% 405
2023
Q4 		$9.36K Sell
324
-250
-44% -$6.5K ﹤0.01% 412
2023
Q3 		$15.5K Buy
574
+4
+0.7% +$131 0.01% 356
2023
Q2 		$20.6K Hold
570
– – 0.01% 333
2023
Q1 		$18.6K Buy
570
+3
+0.5% +$102 0.01% 328
2022
Q4 		$19.1K Hold
567
– – 0.01% 335
2022
Q3 		$20K Hold
567
– – 0.01% 310
2022
Q2 		$20K Hold
567
– – 0.01% 339
2022
Q1 		$26K Buy
567
+250
+79% +$11K 0.01% 306
2021
Q4 		$14K Hold
317
– – 0.01% 338
2021
Q3 		$16K Hold
317
– – 0.01% 325
2021
Q2 		$17K Hold
317
– – 0.01% 300
2021
Q1 		$19K Sell
317
-300
-49% -$16K 0.01% 276
2020
Q4 		$29K Sell
617
-300
-33% -$13K 0.01% 244
2020
Q3 		$34K Buy
917
+100
+12% +$3.55K 0.02% 204
2020
Q2 		$28K Buy
817
+500
+158% +$15.9K 0.02% 196
2020
Q1 		$11K Buy
+317
New +$15.7K 0.01% 226

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Atticus Wealth Management's LUV Position: Q3 2025 in Review

Atticus Wealth Management sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 336 shares — an estimated $10.9K sold.

Atticus Wealth Management first reported a position in LUV in Q1 2020 and held it in 22 quarters. The position peaked at $34K in Q3 2020. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Atticus Wealth Management reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 336 Southwest Airlines shares in Q3 2025, an estimated $10.9K.
  • Atticus Wealth Management first reported a position in Southwest Airlines in Q1 2020 and held it in 22 quarters.
  • Atticus Wealth Management's Southwest Airlines position peaked at $34K in Q3 2020.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.