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 Q3	$8.29K	Hold	199	–	–	﹤0.01%	450
2026 Q2	$10.2K	Sell	199 -66	-25%	-$2.77K	﹤0.01%	441
2026 Q1	$10K	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

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Cherry Tree Wealth Management's LUV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Southwest Airlines (LUV) position steady in Q3 2026 at 199 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Cherry Tree Wealth Management first reported a position in LUV in Q2 2023 and has held it in 14 quarters since. The position peaked at $11K in Q4 2025. 264 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Cherry Tree Wealth Management held 199 shares of Southwest Airlines worth $8.29K as of Q3 2026.
Cherry Tree Wealth Management left its Southwest Airlines share count unchanged in Q3 2026.
Southwest Airlines made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #450 holding.
Cherry Tree Wealth Management first reported a position in Southwest Airlines in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Southwest Airlines position peaked at $11K in Q4 2025.
264 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.