Cornerstone Planning Group’s Southwest Airlines LUV Stock Holding History

Cornerstone Planning Group’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	$5.54K	Buy	116 +5	+5%	+$210	﹤0.01%	1061
2026 Q1	$4.38K	Buy	111 +52	+88%	+$2.35K	﹤0.01%	1120
2025 Q4	$2.42K	Buy	59 +54	+1,080%	+$1.89K	﹤0.01%	1154
2025 Q3	$399	Sell	5 -24	-83%	-$785	﹤0.01%	1530
2025 Q2	$868	Sell	29 -11	-28%	-$331	﹤0.01%	1147
2025 Q1	$1.02K	Buy	+40	New	+$1.27K	﹤0.01%	1127
2024 Q3	–	Sell	-6	Closed	-$143	–	1335
2024 Q2	$143	Buy	+6	New	+$167	﹤0.01%	1193
2024 Q1	–	Sell	-51	Closed	-$1.47K	–	1161
2023 Q4	$1.47K	Hold	51	–	–	﹤0.01%	675
2023 Q3	$1.38K	Buy	+51	New	+$1.66K	﹤0.01%	734

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

Cornerstone Planning Group's LUV Position: Q2 2026 in Review

Cornerstone Planning Group increased its Southwest Airlines (LUV) stake by 4.5% in Q2 2026, buying an estimated $210 and bringing the position to 116 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Cornerstone Planning Group first reported a position in LUV in Q3 2023 and has held it in 9 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Cornerstone Planning Group held 116 shares of Southwest Airlines worth $5.54K as of Q2 2026.
Cornerstone Planning Group bought 5 Southwest Airlines shares in Q2 2026, an estimated $210.
Southwest Airlines made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1061 holding.
Cornerstone Planning Group first reported a position in Southwest Airlines in Q3 2023 and has held it in 9 quarters since.
930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.