BPW
LUV icon

Bingham Private Wealth’s Southwest Airlines LUV Stock Holding History

Bingham Private Wealth’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 		$445K Buy
11,838
+483
+4% +$21.8K 0.35% 86
2025
Q4 		$469K Buy
+11,355
New +$397K 0.41% 79
2025
Q2 		$353K Buy
10,880
+387
+4% +$11.7K 0.34% 92
2025
Q1 		$352K Buy
10,493
+1,493
+17% +$47.3K 0.36% 91
2024
Q4 		$303K Buy
+9,000
New +$287K 0.32% 97

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

Bingham Private Wealth's LUV Position: Q1 2026 in Review

Bingham Private Wealth increased its Southwest Airlines (LUV) stake by 4.3% in Q1 2026, buying an estimated $21.8K and bringing the position to 11,838 shares worth $445K. The position accounts for 0.35% of the portfolio, ranked #86.

Bingham Private Wealth first reported a position in LUV in Q4 2024 and has held it in 5 quarters since. The position peaked at $469K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Bingham Private Wealth held 11,838 shares of Southwest Airlines worth $445K as of Q1 2026.
  • Bingham Private Wealth bought 483 Southwest Airlines shares in Q1 2026, an estimated $21.8K.
  • Southwest Airlines made up 0.35% of Bingham Private Wealth's portfolio in Q1 2026, its #86 holding.
  • Bingham Private Wealth first reported a position in Southwest Airlines in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's Southwest Airlines position peaked at $469K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.