Cardinal Point Capital Management’s Southwest Airlines LUV Stock Holding History

Cardinal Point Capital 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	$1.18M	Sell	22,926 -705	-3%	-$29.6K	0.07%	118
2026 Q1	$892K	Buy	23,631 +9,410	+66%	+$425K	0.05%	128
2025 Q4	$590K	Hold	14,221	–	–	0.04%	141
2025 Q3	$454K	Buy	14,221 +3,351	+31%	+$110K	0.03%	165
2025 Q2	$355K	Buy	10,870 +3,670	+51%	+$111K	0.03%	168
2025 Q1	$243K	Hold	7,200	–	–	0.02%	165
2024 Q4	$243K	Buy	+7,200	New	+$230K	0.04%	79

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cardinal Point Capital Management's LUV Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Southwest Airlines (LUV) stake by 3% in Q2 2026, selling an estimated $29.6K and leaving 22,926 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #118.

Cardinal Point Capital Management first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Cardinal Point Capital Management held 22,926 shares of Southwest Airlines worth $1.18M as of Q2 2026.
Cardinal Point Capital Management sold 705 Southwest Airlines shares in Q2 2026, an estimated $29.6K.
Southwest Airlines made up 0.07% of Cardinal Point Capital Management's portfolio in Q2 2026, its #118 holding.
Cardinal Point Capital Management first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.