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

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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

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.