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Chapman Financial Group’s Southwest Airlines LUV Stock Holding History

Chapman Financial Group’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 		$515 Hold
10
– – ﹤0.01% 255
2026
Q1 		$376 Hold
10
– – ﹤0.01% 261
2025
Q4 		$414 Hold
10
– – ﹤0.01% 252
2025
Q3 		$320 Hold
10
– – ﹤0.01% 263
2025
Q2 		$325 Buy
+10
New +$301 ﹤0.01% 212
2024
Q4 		$337 Buy
+10
New +$319 ﹤0.01% 215

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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

Chapman Financial Group's LUV Position: Q2 2026 in Review

Chapman Financial Group held its Southwest Airlines (LUV) position steady in Q2 2026 at 10 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Chapman Financial Group first reported a position in LUV in Q4 2024 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Chapman Financial Group held 10 shares of Southwest Airlines worth $515 as of Q2 2026.
  • Chapman Financial Group left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Chapman Financial Group's portfolio in Q2 2026, its #255 holding.
  • Chapman Financial Group first reported a position in Southwest Airlines in Q4 2024 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.