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Capital A Wealth Management’s Southwest Airlines LUV Stock Holding History

Capital A 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
2025
Q2 		– Sell
-300
Closed -$10.1K – 679
2025
Q1 		$10.1K Hold
300
– – 0.01% 300
2024
Q4 		$10.1K Buy
+300
New +$9.57K 0.02% 305

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital A Wealth Management's LUV Position: Q2 2025 in Review

Capital A Wealth Management sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 300 shares — an estimated $10.1K sold.

Capital A Wealth Management first reported a position in LUV in Q4 2024 and held it in 2 quarters. The position peaked at $10.1K in Q4 2024. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Capital A Wealth Management reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 300 Southwest Airlines shares in Q2 2025, an estimated $10.1K.
  • Capital A Wealth Management first reported a position in Southwest Airlines in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Southwest Airlines position peaked at $10.1K in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.