CWMK
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Caliber Wealth Management (Kansas)’s Southwest Airlines LUV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$843K Sell
16,404
-1,854
-10% -$77.9K 0.08% 146
2026
Q1 		$686K Buy
18,258
+6,320
+53% +$285K 0.08% 152
2025
Q4 		$493K Sell
11,938
-18
-0.2% -$629 0.05% 174
2025
Q3 		$382K Buy
11,956
+21
+0.2% +$687 0.04% 193
2025
Q2 		$387K Buy
11,935
+3,674
+44% +$111K 0.04% 205
2025
Q1 		$277K Buy
+8,261
New +$262K 0.04% 207

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Caliber Wealth Management (Kansas)'s LUV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Southwest Airlines (LUV) stake by 10% in Q2 2026, selling an estimated $77.9K and leaving 16,404 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #146.

Caliber Wealth Management (Kansas) first reported a position in LUV in Q1 2025 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 16,404 shares of Southwest Airlines worth $843K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,854 Southwest Airlines shares in Q2 2026, an estimated $77.9K.
  • Southwest Airlines made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #146 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Southwest Airlines in Q1 2025 and has held it in 6 quarters since.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.