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
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 $127B AUM 44.11% 1-Year Est. Return

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 $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's LUV Position: Q1 2026 in Review

Creative Planning increased its Southwest Airlines (LUV) stake by 9% in Q1 2026, buying an estimated $1.52M and bringing the position to 408,404 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #528.

Creative Planning first reported a position in LUV in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q1 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Creative Planning held 408,404 shares of Southwest Airlines worth $15.3M as of Q1 2026.
Creative Planning bought 33,657 Southwest Airlines shares in Q1 2026, an estimated $1.52M.
Southwest Airlines made up 0.01% of Creative Planning's portfolio in Q1 2026, its #528 holding.
Creative Planning first reported a position in Southwest Airlines in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Southwest Airlines position peaked at $17M in Q1 2025.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.