Copperwynd Financial’s Southwest Airlines LUV Stock Holding History

Copperwynd Financial’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
2025 Q2	$529K	Hold	16,301	–	–	0.13%	111
2025 Q1	$547K	Buy	16,301 +337	+2%	+$10.7K	0.15%	110
2024 Q4	$537K	Sell	15,964 -925	-5%	-$29.5K	0.15%	98
2024 Q3	$500K	Hold	16,889	–	–	0.15%	103
2024 Q2	$455K	Hold	16,889	–	–	0.15%	103
2024 Q1	$493K	Hold	16,889	–	–	0.18%	101
2023 Q4	$488K	Sell	16,889 -230	-1%	-$5.98K	0.19%	100
2023 Q3	$463K	Hold	17,119	–	–	0.22%	93
2023 Q2	$620K	Hold	17,119	–	–	0.29%	80
2023 Q1	$557K	Hold	17,119	–	–	0.28%	82
2022 Q4	$576K	Buy	+17,119	New	+$617K	0.32%	72

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Copperwynd Financial's LUV Position: Q2 2025 in Review

Copperwynd Financial held its Southwest Airlines (LUV) position steady in Q2 2025 at 16,301 shares worth $529K. The position accounts for 0.13% of the portfolio, ranked #111.

Copperwynd Financial first reported a position in LUV in Q4 2022 and has held it in 11 quarters since. The position peaked at $620K in Q2 2023. 793 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Copperwynd Financial held 16,301 shares of Southwest Airlines worth $529K as of Q2 2025.
Copperwynd Financial left its Southwest Airlines share count unchanged in Q2 2025.
Southwest Airlines made up 0.13% of Copperwynd Financial's portfolio in Q2 2025, its #111 holding.
Copperwynd Financial first reported a position in Southwest Airlines in Q4 2022 and has held it in 11 quarters since.
Copperwynd Financial's Southwest Airlines position peaked at $620K in Q2 2023.
793 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.