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BWM Planning’s Southwest Airlines LUV Stock Holding History

BWM Planning’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 		$210K Buy
+4,085
New +$172K 0.05% 98

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BlackRock
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State Street
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EIM
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Vanguard Portfolio Management
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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

BWM Planning's LUV Position: Q2 2026 in Review

BWM Planning opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,085 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #98 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • BWM Planning held 4,085 shares of Southwest Airlines worth $210K as of Q2 2026.
  • Southwest Airlines was a new BWM Planning position in Q2 2026.
  • Southwest Airlines made up 0.05% of BWM Planning's portfolio in Q2 2026, its #98 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.