AA
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Axiom Advisory’s Southwest Airlines LUV Stock Holding History

Axiom Advisory’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
2024
Q3 		$507K Buy
18,306
+375
+2% +$10.4K ﹤0.01% 222
2024
Q2 		$500K Buy
+17,931
New +$500K 0.01% 221

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Axiom Advisory's LUV Position: Q3 2024 in Review

Axiom Advisory increased its Southwest Airlines (LUV) stake by 2.1% in Q3 2024, buying an estimated $10.4K and bringing the position to 18,306 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Axiom Advisory first reported a position in LUV in Q2 2024 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold LUV as of Q3 2024.

  • Axiom Advisory held 18,306 shares of Southwest Airlines worth $507K as of Q3 2024.
  • Axiom Advisory bought 375 Southwest Airlines shares in Q3 2024, an estimated $10.4K.
  • Southwest Airlines made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #222 holding.
  • Axiom Advisory first reported a position in Southwest Airlines in Q2 2024 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.