Center for Financial Planning’s Southwest Airlines LUV Stock Holding History

Center for Financial Planning’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	$27.4K	Hold	533	–	–	﹤0.01%	396
2026 Q1	$20K	Sell	533 -4,000	-88%	-$181K	﹤0.01%	414
2025 Q4	$187K	Buy	4,533 +100	+2%	+$3.49K	0.02%	178
2025 Q3	$141K	Sell	4,433 -200	-4%	-$6.54K	0.02%	193
2025 Q2	$150K	Hold	4,633	–	–	0.02%	182
2025 Q1	$156K	Hold	4,633	–	–	0.02%	174
2024 Q4	$156K	Hold	4,633	–	–	0.02%	165
2024 Q3	$137K	Buy	4,633 +3,298	+247%	+$91.3K	0.02%	164
2024 Q2	$38.2K	Hold	1,335	–	–	0.01%	268
2024 Q1	$39K	Hold	1,335	–	–	0.01%	271
2023 Q4	$38.6K	Hold	1,335	–	–	0.01%	254
2023 Q3	$36.1K	Hold	1,335	–	–	0.01%	244
2023 Q2	$48.3K	Buy	1,335 +200	+18%	+$6.27K	0.01%	234
2023 Q1	$36.9K	Hold	1,135	–	–	0.01%	248
2022 Q4	$38.2K	Hold	1,135	–	–	0.01%	242
2022 Q3	$35K	Hold	1,135	–	–	0.01%	241
2022 Q2	$41K	Hold	1,135	–	–	0.01%	233
2022 Q1	$52K	Hold	1,135	–	–	0.01%	227
2021 Q4	$49K	Hold	1,135	–	–	0.01%	231
2021 Q3	$58K	Hold	1,135	–	–	0.01%	206
2021 Q2	$60K	Hold	1,135	–	–	0.01%	202
2021 Q1	$69K	Buy	+1,135	New	+$60.4K	0.02%	187

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 $3.38T AUM 44.17% 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

Center for Financial Planning's LUV Position: Q2 2026 in Review

Center for Financial Planning held its Southwest Airlines (LUV) position steady in Q2 2026 at 533 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Center for Financial Planning first reported a position in LUV in Q1 2021 and has held it in 22 quarters since. The position peaked at $187K in Q4 2025. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Center for Financial Planning held 533 shares of Southwest Airlines worth $27.4K as of Q2 2026.
Center for Financial Planning left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #396 holding.
Center for Financial Planning first reported a position in Southwest Airlines in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Southwest Airlines position peaked at $187K in Q4 2025.
933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.