Benjamin Edwards Inc’s Southwest Airlines LUV Stock Holding History

Benjamin Edwards Inc’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	$863K	Buy	+16,781	New	+$705K	0.01%	855
2025 Q3	–	Sell	-24,857	Closed	-$806K	–	1324
2025 Q2	$806K	Buy	24,857 +333	+1%	+$10K	0.01%	698
2025 Q1	$824K	Sell	24,524 -426	-2%	-$13.5K	0.01%	639
2024 Q4	$839K	Sell	24,950 -657	-3%	-$21K	0.01%	664
2024 Q3	$759K	Buy	+25,607	New	+$709K	0.01%	669
2022 Q3	–	Sell	-72	Closed	-$3K	–	730
2022 Q2	$3K	Buy	+72	New	+$3.1K	﹤0.01%	648

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 $3.38T 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 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

Benjamin Edwards Inc's LUV Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Southwest Airlines (LUV) in Q2 2026: 16,781 shares worth $863K. The stake represents 0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in LUV as recently as Q2 2025.

Benjamin Edwards Inc first reported a position in LUV in Q2 2022 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Benjamin Edwards Inc held 16,781 shares of Southwest Airlines worth $863K as of Q2 2026.
Southwest Airlines was a new Benjamin Edwards Inc position in Q2 2026.
Southwest Airlines made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #855 holding.
Benjamin Edwards Inc first reported a position in Southwest Airlines in Q2 2022 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.