BWM
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Buckley Wealth Management’s Southwest Airlines LUV Stock Holding History

Buckley Wealth Management’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 		$1.89M Buy
36,625
+3,790
+12% +$159K 0.47% 37
2026
Q1 		$1.24M Buy
+32,835
New +$1.48M 0.32% 64

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckley Wealth Management's LUV Position: Q2 2026 in Review

Buckley Wealth Management increased its Southwest Airlines (LUV) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 36,625 shares worth $1.89M. The position accounts for 0.47% of the portfolio, ranked #37.

Buckley Wealth Management first reported a position in LUV in Q1 2026 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Buckley Wealth Management held 36,625 shares of Southwest Airlines worth $1.89M as of Q2 2026.
  • Buckley Wealth Management bought 3,790 Southwest Airlines shares in Q2 2026, an estimated $159K.
  • Southwest Airlines made up 0.47% of Buckley Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Buckley Wealth Management first reported a position in Southwest Airlines in Q1 2026 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.