Balance Wealth
LUV icon

Balance Wealth’s Southwest Airlines LUV Stock Holding History

Balance Wealth’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 		$5.31K Buy
+127
New +$5.57K ﹤0.01% 639

Other funds holding LUV

Franklin Resources
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Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Balance Wealth's LUV Position: Q3 2026 in Review

Balance Wealth opened a new position in Southwest Airlines (LUV) in Q3 2026: 127 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

728 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Balance Wealth held 127 shares of Southwest Airlines worth $5.31K as of Q3 2026.
  • Southwest Airlines was a new Balance Wealth position in Q3 2026.
  • Southwest Airlines made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #639 holding.
  • 728 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.