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
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% -$9.73K 0.1% 207
2016
Q3 		$248K Buy
+6,354
New +$242K 0.09% 223

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cornerstone Wealth Management's LUV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Southwest Airlines (LUV) stake by 41% in Q2 2026, buying an estimated $115K and bringing the position to 9,464 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #497.

Cornerstone Wealth Management first reported a position in LUV in Q3 2016 and has held it in 18 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Cornerstone Wealth Management held 9,464 shares of Southwest Airlines worth $487K as of Q2 2026.
  • Cornerstone Wealth Management bought 2,747 Southwest Airlines shares in Q2 2026, an estimated $115K.
  • Southwest Airlines made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Cornerstone Wealth Management first reported a position in Southwest Airlines in Q3 2016 and has held it in 18 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.