CPG
LUV icon

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
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
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