Carson Wealth (CWM LLC)’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
32,787
+4,939
| +18% | +$223K | ﹤0.01% | 1426 |
|
|
2025
Q4 | $1.15M | Sell |
27,848
-877
| -3% | -$30.6K | ﹤0.01% | 1412 |
|
|
2025
Q3 | $917K | Buy |
28,725
+1,584
| +6% | +$51.8K | ﹤0.01% | 1464 |
|
|
2025
Q2 | $880K | Buy |
27,141
+3,906
| +17% | +$118K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $780K | Buy |
23,235
+2,467
| +12% | +$78.1K | ﹤0.01% | 1275 |
|
|
2024
Q4 | $698K | Buy |
20,768
+2,230
| +12% | +$71.1K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $549K | Sell |
18,538
-2,585
| -12% | -$71.6K | ﹤0.01% | 1281 |
|
|
2024
Q2 | $604K | Sell |
21,123
-319
| -1% | -$8.9K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $626K | Buy |
21,442
+2,071
| +11% | +$64.1K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $559K | Sell |
19,371
-237
| -1% | -$6.16K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $531K | Buy |
19,608
+3,019
| +18% | +$98.5K | ﹤0.01% | 959 |
|
|
2023
Q2 | $601K | Buy |
16,589
+736
| +5% | +$23.1K | ﹤0.01% | 879 |
|
|
2023
Q1 | $516K | Buy |
15,853
+586
| +4% | +$19.9K | ﹤0.01% | 885 |
|
|
2022
Q4 | $514K | Buy |
15,267
+230
| +2% | +$8.29K | ﹤0.01% | 804 |
|
|
2022
Q3 | $464K | Sell |
15,037
-351
| -2% | -$13.1K | ﹤0.01% | 768 |
|
|
2022
Q2 | $556K | Sell |
15,388
-1,387
| -8% | -$59.6K | ﹤0.01% | 709 |
|
|
2022
Q1 | $768K | Buy |
16,775
+4,780
| +40% | +$210K | 0.01% | 624 |
|
|
2021
Q4 | $514K | Buy |
+11,995
| New | +$563K | ﹤0.01% | 719 |
|
|
2021
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2021
Q1 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2020
Q4 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2020
Q3 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2020
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2020
Q1 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2019
Q4 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2019
Q3 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2019
Q2 | $660K | Hold |
12,432
| – | – | 0.01% | 630 |
|
|
2019
Q1 | $660K | Buy |
12,432
+10,580
| +571% | +$558K | 0.01% | 630 |
|
|
2018
Q4 | $86K | Sell |
1,852
-474
| -20% | -$25.2K | ﹤0.01% | 762 |
|
|
2018
Q3 | $145K | Buy |
2,326
+185
| +9% | +$10.8K | ﹤0.01% | 565 |
|
|
2018
Q2 | $109K | Buy |
+2,141
| New | +$113K | ﹤0.01% | 507 |
|
|
2018
Q1 | – | Sell |
-68
| Closed | -$4K | – | 1485 |
|
|
2017
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 1142 |
|
|
2017
Q3 | $4K | Buy |
+68
| New | +$3.82K | ﹤0.01% | 1141 |
|
|
2017
Q1 | – | Sell |
-381
| Closed | -$19K | – | 1250 |
|
|
2016
Q4 | $19K | Buy |
381
+281
| +281% | +$12.6K | ﹤0.01% | 593 |
|
|
2016
Q3 | $4K | Sell |
100
-471
| -82% | -$17.9K | ﹤0.01% | 847 |
|
|
2016
Q2 | $22K | Hold |
571
| – | – | ﹤0.01% | 458 |
|
|
2016
Q1 | $26K | Hold |
571
| – | – | ﹤0.01% | 417 |
|
|
2015
Q4 | $25K | Hold |
571
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $22K | Buy |
+571
| New | +$21.1K | ﹤0.01% | 358 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$2K | – | 344 |
|
|
2013
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 591 |
|
|
2013
Q3 | $1K | Buy |
+100
| New | +$1.36K | ﹤0.01% | 435 |
|
Other funds holding LUV
EIM
Carson Wealth (CWM LLC)'s LUV Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Southwest Airlines (LUV) stake by 18% in Q1 2026, buying an estimated $223K and bringing the position to 32,787 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1426.
Carson Wealth (CWM LLC) first reported a position in LUV in Q3 2013 and has held it in 41 quarters since. 869 funds tracked by Wall St. Rank hold LUV as of Q1 2026.
- Carson Wealth (CWM LLC) held 32,787 shares of Southwest Airlines worth $1.23M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,939 Southwest Airlines shares in Q1 2026, an estimated $223K.
- Southwest Airlines made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1426 holding.
- Carson Wealth (CWM LLC) first reported a position in Southwest Airlines in Q3 2013 and has held it in 41 quarters since.
- 869 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.