Creative Planning
LUV icon

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
2015
Q2 		– Sell
-500
Closed -$1K – 2178
2015
Q1 		$1K Buy
+500
New +$21.8K ﹤0.01% 4045

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
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.