BIA
LUV icon

Bell Investment Advisors’s Southwest Airlines LUV Stock Holding History

Bell Investment Advisors’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 		$3.19K Hold
62
– – ﹤0.01% 1167
2026
Q1 		$2.33K Hold
62
– – ﹤0.01% 1283
2025
Q4 		$2.56K Hold
62
– – ﹤0.01% 1260
2025
Q3 		$1.98K Hold
62
– – ﹤0.01% 1337
2025
Q2 		$2.01K Buy
62
+20
+48% +$602 ﹤0.01% 1365
2025
Q1 		$1.41K Hold
42
– – ﹤0.01% 1438
2024
Q4 		$1.41K Hold
42
– – ﹤0.01% 1466
2024
Q3 		$1.25K Buy
42
+2
+5% +$55 ﹤0.01% 1526
2024
Q2 		$1.15K Buy
40
+18
+82% +$502 ﹤0.01% 1573
2024
Q1 		$643 Hold
22
– – ﹤0.01% 1733
2023
Q4 		$636 Sell
22
-61
-73% -$1.59K ﹤0.01% 1728
2023
Q3 		$2.25K Sell
83
-18
-18% -$587 ﹤0.01% 1210
2023
Q2 		$3.66K Buy
101
+20
+25% +$627 ﹤0.01% 984
2023
Q1 		$2.64K Sell
81
-76
-48% -$2.58K ﹤0.01% 1106
2022
Q4 		$5.29K Buy
157
+144
+1,108% +$5.19K ﹤0.01% 778
2022
Q3 		$0 Sell
13
-31
-70% -$1.16K ﹤0.01% 1858
2022
Q2 		$2K Buy
+44
New +$1.89K ﹤0.01% 1182
2021
Q4 		$5K Buy
109
+87
+395% +$4.08K ﹤0.01% 773
2021
Q3 		$1K Buy
+22
New +$1.11K ﹤0.01% 1457

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bell Investment Advisors's LUV Position: Q2 2026 in Review

Bell Investment Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 62 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Bell Investment Advisors first reported a position in LUV in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.29K in Q4 2022. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Bell Investment Advisors held 62 shares of Southwest Airlines worth $3.19K as of Q2 2026.
  • Bell Investment Advisors left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1167 holding.
  • Bell Investment Advisors first reported a position in Southwest Airlines in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Southwest Airlines position peaked at $5.29K in Q4 2022.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.