Baird Financial Group
LUV icon

Baird Financial Group’s Southwest Airlines LUV Stock Holding History

Baird Financial Group’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 		$538K Sell
14,321
-6,853
-32% -$309K ﹤0.01% 1453
2025
Q4 		$875K Sell
21,174
-2,483
-10% -$86.7K ﹤0.01% 1291
2025
Q3 		$755K Buy
23,657
+1,461
+7% +$47.8K ﹤0.01% 1345
2025
Q2 		$720K Sell
22,196
-349
-2% -$10.5K ﹤0.01% 1299
2025
Q1 		$757K Sell
22,545
-1,024
-4% -$32.4K ﹤0.01% 1269
2024
Q4 		$792K Buy
23,569
+6,485
+38% +$207K ﹤0.01% 1246
2024
Q3 		$506K Sell
17,084
-681
-4% -$18.9K ﹤0.01% 1376
2024
Q2 		$508K Sell
17,765
-1,262
-7% -$35.2K ﹤0.01% 1381
2024
Q1 		$555K Sell
19,027
-737
-4% -$22.8K ﹤0.01% 1348
2023
Q4 		$571K Sell
19,764
-4,005
-17% -$104K ﹤0.01% 1316
2023
Q3 		$643K Sell
23,769
-3,103
-12% -$101K ﹤0.01% 1246
2023
Q2 		$973K Buy
26,872
+357
+1% +$11.2K ﹤0.01% 1120
2023
Q1 		$863K Sell
26,515
-113,179
-81% -$3.85M ﹤0.01% 1139
2022
Q4 		$4.7M Buy
139,694
+4,370
+3% +$158K 0.01% 592
2022
Q3 		$4.17M Buy
135,324
+36,295
+37% +$1.36M 0.01% 615
2022
Q2 		$3.58M Buy
99,029
+56,131
+131% +$2.41M 0.01% 657
2022
Q1 		$1.97M Sell
42,898
-890
-2% -$39.1K ﹤0.01% 918
2021
Q4 		$1.88M Sell
43,788
-10,149
-19% -$476K ﹤0.01% 964
2021
Q3 		$2.77M Sell
53,937
-18,843
-26% -$952K 0.01% 806
2021
Q2 		$3.86M Sell
72,780
-1,179
-2% -$70.7K 0.01% 689
2021
Q1 		$4.52M Buy
73,959
+16,100
+28% +$857K 0.01% 607
2020
Q4 		$2.7M Buy
57,859
+33,322
+136% +$1.44M 0.01% 717
2020
Q3 		$920K Sell
24,537
-17,248
-41% -$613K ﹤0.01% 966
2020
Q2 		$1.43M Sell
41,785
-1,328
-3% -$42.2K 0.01% 832
2020
Q1 		$1.53M Sell
43,113
-14,260
-25% -$707K 0.01% 767
2019
Q4 		$3.1M Sell
57,373
-5,023
-8% -$279K 0.01% 651
2019
Q3 		$3.37M Sell
62,396
-1,294
-2% -$67.7K 0.01% 616
2019
Q2 		$3.23M Buy
63,690
+44,177
+226% +$2.29M 0.01% 639
2019
Q1 		$1.01M Buy
19,513
+535
+3% +$28.2K 0.01% 849
2018
Q4 		$882K Sell
18,978
-879
-4% -$46.7K 0.01% 836
2018
Q3 		$1.23M Sell
19,857
-3,540
-15% -$207K 0.01% 796
2018
Q2 		$1.19M Buy
23,397
+3,407
+17% +$179K 0.01% 787
2018
Q1 		$1.15M Sell
19,990
-14,631
-42% -$879K 0.01% 789
2017
Q4 		$2.27M Sell
34,621
-132
-0.4% -$7.76K 0.02% 595
2017
Q3 		$1.95M Buy
34,753
+899
+3% +$50.5K 0.01% 623
2017
Q2 		$2.1M Sell
33,854
-1,366
-4% -$79.5K 0.02% 596
2017
Q1 		$1.89M Buy
35,220
+5,809
+20% +$312K 0.02% 611
2016
Q4 		$1.47M Sell
29,411
-695
-2% -$31.2K 0.01% 643
2016
Q3 		$1.17M Buy
30,106
+754
+3% +$28.7K 0.01% 709
2016
Q2 		$1.22M Sell
29,352
-31,247
-52% -$1.34M 0.01% 680
2016
Q1 		$2.71M Sell
60,599
-43,871
-42% -$1.79M 0.03% 471
2015
Q4 		$4.5M Buy
104,470
+75,324
+258% +$3.34M 0.05% 365
2015
Q3 		$1.11M Sell
29,146
-6,600
-18% -$244K 0.01% 672
2015
Q2 		$1.18M Buy
+35,746
New +$1.4M 0.01% 702

Other funds holding LUV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Baird Financial Group's LUV Position: Q1 2026 in Review

Baird Financial Group reduced its Southwest Airlines (LUV) stake by 32% in Q1 2026, selling an estimated $309K and leaving 14,321 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Baird Financial Group first reported a position in LUV in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.7M in Q4 2022. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Baird Financial Group held 14,321 shares of Southwest Airlines worth $538K as of Q1 2026.
  • Baird Financial Group sold 6,853 Southwest Airlines shares in Q1 2026, an estimated $309K.
  • Southwest Airlines made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1453 holding.
  • Baird Financial Group first reported a position in Southwest Airlines in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Southwest Airlines position peaked at $4.7M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.