Birchbrook’s Southwest Airlines LUV Stock Holding History

Birchbrook’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	$977	Hold	19	–	–	﹤0.01%	278
2026 Q1	$714	Hold	19	–	–	﹤0.01%	268
2025 Q4	$786	Hold	19	–	–	﹤0.01%	274
2025 Q3	$607	Hold	19	–	–	﹤0.01%	247
2025 Q2	$617	Hold	19	–	–	﹤0.01%	251
2025 Q1	$639	Hold	19	–	–	﹤0.01%	245
2024 Q4	$639	Hold	19	–	–	﹤0.01%	272
2024 Q3	$563	Hold	19	–	–	﹤0.01%	248
2024 Q2	$544	Hold	19	–	–	﹤0.01%	248
2024 Q1	$555	Hold	19	–	–	﹤0.01%	263
2023 Q4	$549	Buy	+19	New	+$494	﹤0.01%	290

Other funds holding LUV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Hartford Investment Management Co (HIMCO) Hartford, Connecticut $3.52B AUM 42.49% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return