Creative Planning’s Southwest Airlines LUV Stock Holding History

Creative Planning’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	$7.88K	Buy	+500	New	+$21K	﹤0.01%	4236
2023 Q2	–	Sell	-4,000	Closed	-$15.1K	–	2749
2023 Q1	$15.1K	Buy	+4,000	New	+$136K	﹤0.01%	2431
2022 Q2	–	Sell	-1,000	Closed	-$6K	–	2428
2022 Q1	$6K	Buy	+1,000	New	+$44K	﹤0.01%	2232
2020 Q4	–	Sell	-1,000	Closed	-$3K	–	2415
2020 Q3	$3K	Buy	+1,000	New	+$35.5K	﹤0.01%	2072
2016 Q1	–	Sell	-5,100	Closed	-$20K	–	4441
2015 Q4	$20K	Buy	5,100 +100	+2%	+$4.43K	﹤0.01%	2852
2015 Q3	$11K	Buy	+5,000	New	+$185K	﹤0.01%	3144
2015 Q2	–	Sell	-5,500	Closed	-$38K	–	2177
2015 Q1	$38K	Buy	5,500 +3,500	+175%	+$153K	﹤0.01%	2215
2014 Q4	$17K	Hold	2,000	–	–	﹤0.01%	2768
2014 Q3	$8K	Buy	+2,000	New	+$61.1K	﹤0.01%	3068

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

Creative Planning's LUV Position: Q2 2026 in Review

Creative Planning increased its Southwest Airlines (LUV) stake by 13% in Q2 2026, buying an estimated $2.15M and bringing the position to 459,533 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #439.

Creative Planning first reported a position in LUV in Q2 2013 and has held it in 53 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Creative Planning held 459,533 shares of Southwest Airlines worth $23.6M as of Q2 2026.
Creative Planning bought 51,129 Southwest Airlines shares in Q2 2026, an estimated $2.15M.
Southwest Airlines made up 0.01% of Creative Planning's portfolio in Q2 2026, its #439 holding.
Creative Planning first reported a position in Southwest Airlines in Q2 2013 and has held it in 53 quarters since.
930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.