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CBIZ Investment Advisory Services’s Southwest Airlines LUV Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-54
Closed -$2.24K – 611
2025
Q4 		$2.24K Hold
54
– – ﹤0.01% 627
2025
Q3 		$1.72K Buy
54
+17
+46% +$556 ﹤0.01% 582
2025
Q2 		$1.21K Buy
37
+20
+118% +$602 ﹤0.01% 582
2025
Q1 		$574 Hold
17
– – ﹤0.01% 538
2024
Q4 		$575 Hold
17
– – ﹤0.01% 442
2024
Q3 		$503 Buy
+17
New +$471 ﹤0.01% 388

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EIM
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State Street
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BlackRock
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Vanguard Portfolio Management
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T. Rowe Price Associates
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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

CBIZ Investment Advisory Services's LUV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 54 shares — an estimated $2.24K sold.

CBIZ Investment Advisory Services first reported a position in LUV in Q3 2024 and held it in 6 quarters. The position peaked at $2.24K in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 54 Southwest Airlines shares in Q1 2026, an estimated $2.24K.
  • CBIZ Investment Advisory Services first reported a position in Southwest Airlines in Q3 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's Southwest Airlines position peaked at $2.24K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.