Beaird Harris Wealth Management’s Southwest Airlines LUV Stock Holding History

Beaird Harris 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 Q2	$23.1K	Hold	449	–	–	﹤0.01%	327
2026 Q1	$16.9K	Buy	449 +50	+13%	+$2.26K	﹤0.01%	326
2025 Q4	$16.5K	Hold	399	–	–	﹤0.01%	356
2025 Q3	$12.7K	Buy	399 +26	+7%	+$850	﹤0.01%	367
2025 Q2	$12.1K	Hold	373	–	–	﹤0.01%	370
2025 Q1	$12.5K	Hold	373	–	–	﹤0.01%	344
2024 Q4	$12.5K	Hold	373	–	–	﹤0.01%	343
2024 Q3	$11.1K	Sell	373 -603	-62%	-$16.7K	﹤0.01%	329
2024 Q2	$27.9K	Buy	976 +129	+15%	+$3.6K	﹤0.01%	272
2024 Q1	$24.7K	Hold	847	–	–	﹤0.01%	258
2023 Q4	$24.5K	Sell	847 -557	-40%	-$14.5K	﹤0.01%	245
2023 Q3	$38K	Hold	1,404	–	–	﹤0.01%	188
2023 Q2	$50.8K	Sell	1,404 -13	-0.9%	-$408	0.01%	167
2023 Q1	$46.1K	Sell	1,417 -73	-5%	-$2.48K	0.01%	174
2022 Q4	$50.2K	Buy	1,490 +86	+6%	+$3.1K	0.01%	177
2022 Q3	$43K	Buy	1,404 +474	+51%	+$17.8K	0.01%	170
2022 Q2	$34K	Sell	930 -474	-34%	-$20.4K	0.01%	164
2022 Q1	$64K	Hold	1,404	–	–	0.02%	168
2021 Q4	$60K	Buy	+1,404	New	+$65.9K	0.02%	213

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beaird Harris Wealth Management's LUV Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 449 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Beaird Harris Wealth Management first reported a position in LUV in Q4 2021 and has held it in 19 quarters since. The position peaked at $64K in Q1 2022. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Beaird Harris Wealth Management held 449 shares of Southwest Airlines worth $23.1K as of Q2 2026.
Beaird Harris Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #327 holding.
Beaird Harris Wealth Management first reported a position in Southwest Airlines in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Southwest Airlines position peaked at $64K in Q1 2022.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.