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

Baker Tilly 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
Q3 		$377K Sell
9,046
-3,348
-27% -$147K 0.07% 195
2026
Q2 		$637K Buy
12,394
+5,525
+80% +$232K 0.14% 146
2026
Q1 		$258K Sell
6,869
-1,606
-19% -$72.5K 0.06% 229
2025
Q4 		$350K Sell
8,475
-913
-10% -$31.9K 0.09% 199
2025
Q3 		$300K Buy
+9,388
New +$307K 0.07% 217
2025
Q2 		– Sell
-7,086
Closed -$238K – 241
2025
Q1 		$238K Buy
7,086
+993
+16% +$31.4K 0.09% 212
2024
Q4 		$205K Buy
+6,093
New +$194K 0.08% 230
2024
Q3 		– Sell
-7,473
Closed -$214K – 266
2024
Q2 		$214K Sell
7,473
-12,233
-62% -$341K 0.09% 259
2024
Q1 		$575K Sell
19,706
-341
-2% -$10.6K 0.1% 220
2023
Q4 		$579K Sell
20,047
-756
-4% -$19.7K 0.1% 246
2023
Q3 		$563K Buy
20,803
+375
+2% +$12.2K 0.09% 231
2023
Q2 		$740K Buy
20,428
+1,220
+6% +$38.3K 0.08% 256
2023
Q1 		$625K Buy
19,208
+5,576
+41% +$190K 0.07% 286
2022
Q4 		$459K Buy
13,632
+29
+0.2% +$1.05K 0.06% 344
2022
Q3 		$420K Sell
13,603
-626
-4% -$23.4K 0.06% 333
2022
Q2 		$514K Buy
14,229
+618
+5% +$26.6K 0.07% 294
2022
Q1 		$623K Buy
+13,611
New +$598K 0.07% 283

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Baker Tilly Wealth Management's LUV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Southwest Airlines (LUV) stake by 27% in Q3 2026, selling an estimated $147K and leaving 9,046 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #195.

Baker Tilly Wealth Management first reported a position in LUV in Q1 2022 and has held it in 17 quarters since. The position peaked at $740K in Q2 2023. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Baker Tilly Wealth Management held 9,046 shares of Southwest Airlines worth $377K as of Q3 2026.
  • Baker Tilly Wealth Management sold 3,348 Southwest Airlines shares in Q3 2026, an estimated $147K.
  • Southwest Airlines made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Baker Tilly Wealth Management first reported a position in Southwest Airlines in Q1 2022 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Southwest Airlines position peaked at $740K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.