CI Investments Inc
LUV icon

CI Investments Inc’s Southwest Airlines LUV Stock Holding History

CI Investments Inc’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 		$1.74M Buy
33,896
+9,849
+41% +$414K 0.01% 480
2026
Q1 		$903K Buy
24,047
+190
+0.8% +$8.58K ﹤0.01% 440
2025
Q4 		$986K Buy
23,857
+20,312
+573% +$710K ﹤0.01% 437
2025
Q3 		$113K Buy
3,545
+350
+11% +$11.4K ﹤0.01% 855
2025
Q2 		$104K Sell
3,195
-233
-7% -$7.02K ﹤0.01% 896
2025
Q1 		$115K Sell
3,428
-217
-6% -$6.87K ﹤0.01% 867
2024
Q4 		$123K Sell
3,645
-4,343
-54% -$139K ﹤0.01% 883
2024
Q3 		$237K Buy
7,988
+2
+0% +$55 ﹤0.01% 612
2024
Q2 		$228K Sell
7,986
-236
-3% -$6.58K ﹤0.01% 607
2024
Q1 		$240K Buy
8,222
+2,501
+44% +$77.4K ﹤0.01% 644
2023
Q4 		$165K Buy
5,721
+3,887
+212% +$101K ﹤0.01% 720
2023
Q3 		$50K Buy
1,834
+88
+5% +$2.87K ﹤0.01% 966
2023
Q2 		$63K Buy
1,746
+159
+10% +$4.99K ﹤0.01% 899
2023
Q1 		$52K Sell
1,587
-78
-5% -$2.65K ﹤0.01% 897
2022
Q4 		$56K Buy
1,665
+871
+110% +$31.4K ﹤0.01% 902
2022
Q3 		$24K Buy
794
+722
+1,003% +$27K ﹤0.01% 1001
2022
Q2 		$3K Sell
72
-1
-1% -$43 ﹤0.01% 1126
2022
Q1 		$3K Hold
73
– – ﹤0.01% 1185
2021
Q4 		$3K Hold
73
– – ﹤0.01% 1160
2021
Q3 		$4K Buy
+73
New +$3.69K ﹤0.01% 1097
2019
Q2 		– Sell
-24,200
Closed -$1.26M – 328
2019
Q1 		$1.26M Buy
+24,200
New +$1.28M 0.01% 280

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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

CI Investments Inc's LUV Position: Q2 2026 in Review

CI Investments Inc increased its Southwest Airlines (LUV) stake by 41% in Q2 2026, buying an estimated $414K and bringing the position to 33,896 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #480.

CI Investments Inc first reported a position in LUV in Q1 2019 and has held it in 21 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • CI Investments Inc held 33,896 shares of Southwest Airlines worth $1.74M as of Q2 2026.
  • CI Investments Inc bought 9,849 Southwest Airlines shares in Q2 2026, an estimated $414K.
  • Southwest Airlines made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #480 holding.
  • CI Investments Inc first reported a position in Southwest Airlines in Q1 2019 and has held it in 21 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.