Atwood & Palmer’s Southwest Airlines LUV Stock Holding History

Atwood & Palmer’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	$258	Hold	5	–	–	﹤0.01%	477
2026 Q1	$188	Hold	5	–	–	﹤0.01%	515
2025 Q4	$207	Hold	5	–	–	﹤0.01%	472
2025 Q3	$160	Hold	5	–	–	﹤0.01%	472
2025 Q2	$163	Hold	5	–	–	﹤0.01%	501
2025 Q1	$168	Hold	5	–	–	﹤0.01%	428
2024 Q4	$169	Hold	5	–	–	﹤0.01%	457
2024 Q3	$149	Hold	5	–	–	﹤0.01%	461
2024 Q2	$144	Hold	5	–	–	﹤0.01%	427
2024 Q1	$146	Buy	+5	New	+$155	﹤0.01%	406
2023 Q4	–	Sell	-519	Closed	-$14.1K	–	421
2023 Q3	$14.1K	Hold	519	–	–	﹤0.01%	290
2023 Q2	$18.8K	Hold	519	–	–	﹤0.01%	277
2023 Q1	$16.9K	Hold	519	–	–	﹤0.01%	275
2022 Q4	$17.5K	Hold	519	–	–	﹤0.01%	293
2022 Q3	$16K	Hold	519	–	–	﹤0.01%	282
2022 Q2	$19K	Hold	519	–	–	﹤0.01%	295
2022 Q1	$24K	Sell	519 -500	-49%	-$22K	﹤0.01%	299
2021 Q4	$44K	Hold	1,019	–	–	﹤0.01%	240
2021 Q3	$52K	Hold	1,019	–	–	﹤0.01%	221
2021 Q2	$54K	Buy	1,019 +500	+96%	+$30K	﹤0.01%	219
2021 Q1	$32K	Hold	519	–	–	﹤0.01%	248
2020 Q4	$24K	Buy	+519	New	+$22.5K	﹤0.01%	264
2016 Q1	–	Sell	-150	Closed	-$6K	–	353
2015 Q4	$6K	Hold	150	–	–	﹤0.01%	348
2015 Q3	$6K	Sell	150 -266	-64%	-$9.82K	﹤0.01%	373
2015 Q2	$14K	Buy	416 +256	+160%	+$10K	﹤0.01%	271
2015 Q1	$7K	Hold	160	–	–	﹤0.01%	288
2014 Q4	$7K	Hold	160	–	–	﹤0.01%	321
2014 Q3	$5K	Hold	160	–	–	﹤0.01%	346
2014 Q2	$4K	Buy	+160	New	+$4.03K	﹤0.01%	302

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

Atwood & Palmer's LUV Position: Q2 2026 in Review

Atwood & Palmer held its Southwest Airlines (LUV) position steady in Q2 2026 at 5 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Atwood & Palmer first reported a position in LUV in Q2 2014 and has held it in 29 quarters since. The position peaked at $54K in Q2 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Atwood & Palmer held 5 shares of Southwest Airlines worth $258 as of Q2 2026.
Atwood & Palmer left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #477 holding.
Atwood & Palmer first reported a position in Southwest Airlines in Q2 2014 and has held it in 29 quarters since.
Atwood & Palmer's Southwest Airlines position peaked at $54K in Q2 2021.
930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.