CWM
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Cornerstone Wealth Management’s Southwest Airlines LUV Stock Holding History

Cornerstone Wealth Management’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 		$389K Sell
9,339
-125
-1% -$5.48K 0.02% 552
2026
Q2 		$487K Buy
9,464
+2,747
+41% +$115K 0.02% 497
2026
Q1 		$252K Buy
6,717
+44
+0.7% +$1.99K 0.01% 615
2025
Q4 		$276K Sell
6,673
-12
-0.2% -$419 0.01% 572
2025
Q3 		$213K Sell
6,685
-36
-0.5% -$1.18K 0.01% 635
2025
Q2 		$218K Buy
+6,721
New +$202K 0.01% 594
2021
Q4 		– Sell
-4,885
Closed -$251K – 514
2021
Q3 		$251K Buy
4,885
+60
+1% +$3.03K 0.03% 393
2021
Q2 		$256K Sell
4,825
-1,021
-17% -$61.2K 0.03% 391
2021
Q1 		$357K Buy
5,846
+1,081
+23% +$57.5K 0.04% 320
2020
Q4 		$222K Sell
4,765
-4,007
-46% -$174K 0.03% 379
2020
Q3 		$329K Buy
8,772
+235
+3% +$8.35K 0.05% 284
2020
Q2 		$292K Buy
+8,537
New +$271K 0.05% 287
2019
Q2 		– Sell
-1,561
Closed -$384K – 449
2019
Q1 		$384K Buy
+1,561
New +$82.4K 0.05% 320
2018
Q1 		– Sell
-3,328
Closed -$212K – 410
2017
Q4 		$212K Sell
3,328
-1,038
-24% -$61K 0.04% 378
2017
Q3 		$251K Sell
4,366
-263
-6% -$14.8K 0.05% 312
2017
Q2 		$291K Sell
4,629
-423
-8% -$24.6K 0.07% 292
2017
Q1 		$269K Sell
5,052
-1,085
-18% -$58.4K 0.07% 266
2016
Q4 		$307K Sell
6,137
-217
-3% -$9.7K 0.1% 207
2016
Q3 		$248K Buy
+6,354
New +$242K 0.09% 223

Other funds holding LUV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Cornerstone Wealth Management's LUV Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Southwest Airlines (LUV) stake by 1.3% in Q3 2026, selling an estimated $5.48K and leaving 9,339 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #552.

Cornerstone Wealth Management first reported a position in LUV in Q3 2016 and has held it in 19 quarters since. The position peaked at $487K in Q2 2026. 536 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Cornerstone Wealth Management held 9,339 shares of Southwest Airlines worth $389K as of Q3 2026.
  • Cornerstone Wealth Management sold 125 Southwest Airlines shares in Q3 2026, an estimated $5.48K.
  • Southwest Airlines made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #552 holding.
  • Cornerstone Wealth Management first reported a position in Southwest Airlines in Q3 2016 and has held it in 19 quarters since.
  • Cornerstone Wealth Management's Southwest Airlines position peaked at $487K in Q2 2026.
  • 536 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.