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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
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 $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return