Baker Tilly Wealth Management’s Southwest Airlines LUV Stock Holding History

Baker Tilly Wealth Management's LUV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Southwest Airlines (LUV) stake by 80% in Q2 2026, buying an estimated $232K and bringing the position to 12,394 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #146.

Baker Tilly Wealth Management first reported a position in LUV in Q1 2022 and has held it in 16 quarters since. The position peaked at $740K in Q2 2023. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

• Baker Tilly Wealth Management held 12,394 shares of Southwest Airlines worth $637K as of Q2 2026.
• Baker Tilly Wealth Management bought 5,525 Southwest Airlines shares in Q2 2026, an estimated $232K.
• Southwest Airlines made up 0.14% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #146 holding.
• Baker Tilly Wealth Management first reported a position in Southwest Airlines in Q1 2022 and has held it in 16 quarters since.
• Baker Tilly Wealth Management's Southwest Airlines position peaked at $740K in Q2 2023.
• 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.