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Concurrent Investment Advisors’s Southwest Airlines LUV Stock Holding History

Concurrent Investment Advisors’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 		$2.66M Buy
51,680
+8,904
+21% +$374K 0.02% 628
2026
Q1 		$1.61M Buy
42,776
+6,552
+18% +$296K 0.02% 691
2025
Q4 		$1.5M Buy
36,224
+1,757
+5% +$61.4K 0.02% 678
2025
Q3 		$1.1M Buy
34,467
+8,213
+31% +$269K 0.02% 624
2025
Q2 		$852K Buy
26,254
+4,410
+20% +$133K 0.02% 653
2025
Q1 		$734K Buy
21,844
+4,052
+23% +$128K 0.02% 633
2024
Q4 		$598K Sell
17,792
-1,102
-6% -$35.2K 0.02% 626
2024
Q3 		$560K Buy
18,894
+139
+0.7% +$3.85K 0.02% 593
2024
Q2 		$537K Sell
18,755
-1,025
-5% -$28.6K 0.02% 565
2024
Q1 		$577K Sell
19,780
-993
-5% -$30.7K 0.02% 507
2023
Q4 		$600K Buy
+20,773
New +$540K 0.03% 457

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

Concurrent Investment Advisors's LUV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Southwest Airlines (LUV) stake by 21% in Q2 2026, buying an estimated $374K and bringing the position to 51,680 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #628.

Concurrent Investment Advisors first reported a position in LUV in Q4 2023 and has held it in 11 quarters since. 928 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Concurrent Investment Advisors held 51,680 shares of Southwest Airlines worth $2.66M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,904 Southwest Airlines shares in Q2 2026, an estimated $374K.
  • Southwest Airlines made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #628 holding.
  • Concurrent Investment Advisors first reported a position in Southwest Airlines in Q4 2023 and has held it in 11 quarters since.
  • 928 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.