Cherry Tree Wealth Management’s Southwest Airlines LUV Stock Holding History

Cherry Tree Wealth 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 Q1	$9.96K	Hold	265	–	–	﹤0.01%	426
2025 Q4	$11K	Hold	265	–	–	﹤0.01%	418
2025 Q3	$8.46K	Hold	265	–	–	﹤0.01%	426
2025 Q2	$8.6K	Hold	265	–	–	﹤0.01%	429
2025 Q1	$8.9K	Hold	265	–	–	﹤0.01%	444
2024 Q4	$8.91K	Hold	265	–	–	﹤0.01%	429
2024 Q3	$7.85K	Hold	265	–	–	﹤0.01%	444
2024 Q2	$7.58K	Hold	265	–	–	﹤0.01%	427
2024 Q1	$7.74K	Hold	265	–	–	﹤0.01%	401
2023 Q4	$7.65K	Hold	265	–	–	﹤0.01%	389
2023 Q3	$7.17K	Hold	265	–	–	﹤0.01%	370
2023 Q2	$9.6K	Buy	+265	New	+$8.31K	﹤0.01%	337

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Cherry Tree Wealth Management's LUV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Southwest Airlines (LUV) position steady in Q1 2026 at 265 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Cherry Tree Wealth Management first reported a position in LUV in Q2 2023 and has held it in 12 quarters since. The position peaked at $11K in Q4 2025. 870 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Cherry Tree Wealth Management held 265 shares of Southwest Airlines worth $9.96K as of Q1 2026.
Cherry Tree Wealth Management left its Southwest Airlines share count unchanged in Q1 2026.
Southwest Airlines made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #426 holding.
Cherry Tree Wealth Management first reported a position in Southwest Airlines in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Southwest Airlines position peaked at $11K in Q4 2025.
870 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.