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

Axxcess 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
Q1 		– Sell
-16,236
Closed -$671K – 743
2025
Q4 		$671K Sell
16,236
-36
-0.2% -$1.26K 0.01% 607
2025
Q3 		$519K Buy
16,272
+2,198
+16% +$71.9K 0.01% 615
2025
Q2 		$457K Buy
14,074
+1,907
+16% +$57.4K 0.01% 612
2025
Q1 		$409K Buy
+12,167
New +$385K 0.01% 597
2022
Q3 		– Sell
-7,300
Closed -$264K – 587
2022
Q2 		$264K Sell
7,300
-605
-8% -$26K 0.02% 433
2022
Q1 		$362K Sell
7,905
-550
-7% -$24.2K 0.03% 431
2021
Q4 		$362K Buy
+8,455
New +$397K 0.03% 431

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axxcess Wealth Management's LUV Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 16,236 shares — an estimated $671K sold.

Axxcess Wealth Management first reported a position in LUV in Q4 2021 and held it in 7 quarters. The position peaked at $671K in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 16,236 Southwest Airlines shares in Q1 2026, an estimated $671K.
  • Axxcess Wealth Management first reported a position in Southwest Airlines in Q4 2021 and held it in 7 quarters.
  • Axxcess Wealth Management's Southwest Airlines position peaked at $671K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.