Clifford Swan Investment Counsel’s Southwest Airlines LUV Stock Holding History

Clifford Swan Investment Counsel’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	$863K	Buy	16,779 +125	+0.8%	+$5.25K	0.03%	185
2026 Q1	$626K	Hold	16,654	–	–	0.02%	193
2025 Q4	$688K	Buy	16,654 +700	+4%	+$24.5K	0.02%	198
2025 Q3	$509K	Hold	15,954	–	–	0.02%	222
2025 Q2	$518K	Hold	15,954	–	–	0.02%	215
2025 Q1	$536K	Hold	15,954	–	–	0.02%	209
2024 Q4	$536K	Hold	15,954	–	–	0.02%	212
2024 Q3	$473K	Hold	15,954	–	–	0.02%	230
2024 Q2	$456K	Hold	15,954	–	–	0.02%	220
2024 Q1	$466K	Hold	15,954	–	–	0.02%	221
2023 Q4	$461K	Sell	15,954 -300	-2%	-$7.8K	0.02%	220
2023 Q3	$440K	Hold	16,254	–	–	0.02%	216
2023 Q2	$589K	Hold	16,254	–	–	0.02%	204
2023 Q1	$529K	Hold	16,254	–	–	0.02%	207
2022 Q4	$547K	Sell	16,254 -117	-0.7%	-$4.22K	0.02%	205
2022 Q3	$505K	Hold	16,371	–	–	0.02%	210
2022 Q2	$591K	Buy	16,371 +117	+0.7%	+$5.03K	0.03%	208
2022 Q1	$744K	Hold	16,254	–	–	0.03%	203
2021 Q4	$696K	Hold	16,254	–	–	0.02%	213
2021 Q3	$799K	Hold	16,254	–	–	0.03%	202
2021 Q2	$795K	Buy	16,254 +300	+2%	+$18K	0.03%	195
2021 Q1	$974K	Hold	15,954	–	–	0.04%	181
2020 Q4	$744K	Hold	15,954	–	–	0.03%	196
2020 Q3	$598K	Sell	15,954 -1,050	-6%	-$37.3K	0.03%	202
2020 Q2	$581K	Buy	+17,004	New	+$540K	0.03%	200

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 $3.37T 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 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

Clifford Swan Investment Counsel's LUV Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Southwest Airlines (LUV) stake by 0.75% in Q2 2026, buying an estimated $5.25K and bringing the position to 16,779 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #185.

Clifford Swan Investment Counsel first reported a position in LUV in Q2 2020 and has held it in 25 quarters since. The position peaked at $974K in Q1 2021. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Clifford Swan Investment Counsel held 16,779 shares of Southwest Airlines worth $863K as of Q2 2026.
Clifford Swan Investment Counsel bought 125 Southwest Airlines shares in Q2 2026, an estimated $5.25K.
Southwest Airlines made up 0.03% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #185 holding.
Clifford Swan Investment Counsel first reported a position in Southwest Airlines in Q2 2020 and has held it in 25 quarters since.
Clifford Swan Investment Counsel's Southwest Airlines position peaked at $974K in Q1 2021.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.