Bellwether Advisors’s Southwest Airlines LUV Stock Holding History

Bellwether 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 Q1	$1.36M	Buy	+36,076	New	+$1.63M	0.23%	92
2025 Q3	–	Sell	-916	Closed	-$29.7K	–	383
2025 Q2	$29.7K	Hold	916	–	–	0.01%	257
2025 Q1	$30.8K	Sell	916 -4,902	-84%	-$155K	0.01%	244
2024 Q4	$196K	Buy	+5,818	New	+$186K	0.04%	137
2024 Q3	–	Sell	-102,659	Closed	-$2.94M	–	136
2024 Q2	$2.94M	Buy	+102,659	New	+$2.86M	0.62%	39
2023 Q2	–	Sell	-19,143	Closed	-$623K	–	290
2023 Q1	$623K	Sell	19,143 -4,154	-18%	-$141K	0.17%	76
2022 Q4	$784K	Buy	23,297 +22,717	+3,917%	+$819K	0.23%	82
2022 Q3	$17K	Hold	580	–	–	0.01%	227
2022 Q2	$20K	Hold	580	–	–	0.01%	216
2022 Q1	$26K	Hold	580	–	–	0.01%	236
2021 Q4	$24K	Hold	580	–	–	0.01%	257
2021 Q3	$29K	Hold	580	–	–	0.01%	227
2021 Q2	$30K	Hold	580	–	–	0.01%	203
2021 Q1	$35K	Hold	580	–	–	0.01%	182
2020 Q4	$27K	Buy	+580	New	+$25.1K	0.01%	186

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellwether Advisors's LUV Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Southwest Airlines (LUV) in Q1 2026: 36,076 shares worth $1.36M. The stake represents 0.23% of the portfolio and ranks #92 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in LUV as recently as Q2 2025.

Bellwether Advisors first reported a position in LUV in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.94M in Q2 2024. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Bellwether Advisors held 36,076 shares of Southwest Airlines worth $1.36M as of Q1 2026.
Southwest Airlines was a new Bellwether Advisors position in Q1 2026.
Southwest Airlines made up 0.23% of Bellwether Advisors's portfolio in Q1 2026, its #92 holding.
Bellwether Advisors first reported a position in Southwest Airlines in Q4 2020 and has held it in 15 quarters since.
Bellwether Advisors's Southwest Airlines position peaked at $2.94M in Q2 2024.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.