BFG
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Berger Financial Group’s Southwest Airlines LUV Stock Holding History

Berger Financial Group’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 		– Sell
-6,176
Closed -$255K – 489
2025
Q4 		$255K Buy
+6,176
New +$216K 0.01% 408
2025
Q3 		– Sell
-6,308
Closed -$205K – 451
2025
Q2 		$205K Buy
6,308
+23
+0.4% +$693 0.01% 404
2025
Q1 		$211K Hold
6,285
– – 0.01% 401
2024
Q4 		$211K Buy
+6,285
New +$201K 0.01% 393
2023
Q3 		– Sell
-7,341
Closed -$266K – 287
2023
Q2 		$266K Buy
7,341
+54
+0.7% +$1.69K 0.03% 232
2023
Q1 		$237K Sell
7,287
-2
-0% -$68 0.03% 245
2022
Q4 		$245K Buy
7,289
+24
+0.3% +$865 0.03% 225
2022
Q3 		$224K Sell
7,265
-797
-10% -$29.9K 0.03% 218
2022
Q2 		$291K Sell
8,062
-1,334
-14% -$57.3K 0.04% 187
2022
Q1 		$430K Sell
9,396
-152
-2% -$6.68K 0.05% 160
2021
Q4 		$409K Buy
9,548
+3,475
+57% +$163K 0.05% 173
2021
Q3 		$312K Sell
6,073
-8
-0.1% -$404 0.06% 159
2021
Q2 		$323K Sell
6,081
-2,400
-28% -$144K 0.06% 154
2021
Q1 		$518K Sell
8,481
-806
-9% -$42.9K 0.11% 106
2020
Q4 		$433K Buy
+9,287
New +$402K 0.08% 138

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berger Financial Group's LUV Position: Q1 2026 in Review

Berger Financial Group sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 6,176 shares — an estimated $255K sold.

Berger Financial Group first reported a position in LUV in Q4 2020 and held it in 15 quarters. The position peaked at $518K in Q1 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Berger Financial Group reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Berger Financial Group sold 6,176 Southwest Airlines shares in Q1 2026, an estimated $255K.
  • Berger Financial Group first reported a position in Southwest Airlines in Q4 2020 and held it in 15 quarters.
  • Berger Financial Group's Southwest Airlines position peaked at $518K in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.