Cornerstone Planning Group
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
Q3 		– Sell
-116
Closed -$5.54K – 1045
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

U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Cornerstone Planning Group's LUV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Southwest Airlines (LUV) in Q3 2026, closing a stake of 116 shares — an estimated $5.54K sold.

Cornerstone Planning Group first reported a position in LUV in Q3 2023 and held it in 9 quarters. The position peaked at $5.54K in Q2 2026. 201 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Southwest Airlines position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 116 Southwest Airlines shares in Q3 2026, an estimated $5.54K.
  • Cornerstone Planning Group first reported a position in Southwest Airlines in Q3 2023 and held it in 9 quarters.
  • Cornerstone Planning Group's Southwest Airlines position peaked at $5.54K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.