Credit Capital Investments’s Southwest Airlines LUV Stock Holding History

Credit Capital Investments’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	$522K	Hold	10,150	–	–	0.3%	25
2026 Q1	$381K	Buy	+10,150	New	+$458K	0.35%	29
2024 Q1	–	Sell	-20,819	Closed	-$601K	–	43
2023 Q4	$601K	Buy	20,819 +7,000	+51%	+$182K	0.84%	19
2023 Q3	$374K	Buy	+13,819	New	+$451K	0.5%	41
2023 Q1	–	Sell	-6,400	Closed	-$215K	–	72
2022 Q4	$215K	Sell	6,400 -4,600	-42%	-$166K	0.31%	53
2022 Q3	$339K	Buy	+11,000	New	+$412K	0.46%	36
2022 Q1	–	Sell	-6,023	Closed	-$258K	–	66
2021 Q4	$258K	Buy	+6,023	New	+$283K	0.25%	43
2018 Q1	–	Sell	-5,000	Closed	-$327K	–	45
2017 Q4	$327K	Buy	+5,000	New	+$294K	0.34%	36
2016 Q2	–	Sell	-170,000	Closed	-$7.62M	–	25
2016 Q1	$7.62M	Sell	170,000 -118,072	-41%	-$4.81M	5.49%	7
2015 Q4	$12.4M	Buy	288,072 +35,500	+14%	+$1.57M	8.23%	2
2015 Q3	$9.61M	Buy	252,572 +93,672	+59%	+$3.46M	6.45%	3
2015 Q2	$5.26M	Buy	158,900 +88,700	+126%	+$3.47M	3.27%	12
2015 Q1	$3.11M	Hold	70,200	–	–	1.79%	19
2014 Q4	$2.97M	Buy	+70,200	New	+$2.62M	1.82%	18

Other funds holding LUV

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Credit Capital Investments's LUV Position: Q2 2026 in Review

Credit Capital Investments held its Southwest Airlines (LUV) position steady in Q2 2026 at 10,150 shares worth $522K. The position accounts for 0.3% of the portfolio, ranked #25.

Credit Capital Investments first reported a position in LUV in Q4 2014 and has held it in 14 quarters since. The position peaked at $12.4M in Q4 2015. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Credit Capital Investments held 10,150 shares of Southwest Airlines worth $522K as of Q2 2026.
Credit Capital Investments left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up 0.3% of Credit Capital Investments's portfolio in Q2 2026, its #25 holding.
Credit Capital Investments first reported a position in Southwest Airlines in Q4 2014 and has held it in 14 quarters since.
Credit Capital Investments's Southwest Airlines position peaked at $12.4M in Q4 2015.
503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Credit Capital Investments's 13F filing for Q2 2026, filed 14 Jul 2026.