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Comprehensive Financial Planning’s Southwest Airlines LUV Stock Holding History

Comprehensive Financial Planning’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 		$5.86K Buy
114
+1
+0.9% +$42 ﹤0.01% 320
2026
Q1 		$4.26K Buy
113
+1
+0.9% +$45 ﹤0.01% 315
2025
Q4 		$4.67K Sell
112
-1
-0.9% -$35 ﹤0.01% 317
2025
Q3 		$3.6K Buy
113
+1
+0.9% +$33 ﹤0.01% 288
2025
Q2 		$3.63K Buy
112
+1
+0.9% +$30 ﹤0.01% 274
2025
Q1 		$3.73K Hold
111
– – ﹤0.01% 264
2024
Q4 		$3.72K Buy
+111
New +$3.54K ﹤0.01% 295

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

Comprehensive Financial Planning's LUV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Southwest Airlines (LUV) stake by 0.88% in Q2 2026, buying an estimated $42 and bringing the position to 114 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Comprehensive Financial Planning first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Comprehensive Financial Planning held 114 shares of Southwest Airlines worth $5.86K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Southwest Airlines share in Q2 2026, an estimated $42.
  • Southwest Airlines made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #320 holding.
  • Comprehensive Financial Planning first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 928 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.