Darwin Wealth Management’s Southwest Airlines LUV Stock Holding History

Darwin Wealth Management’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
2025 Q3	–	Sell	-5	Closed	-$162	–	633
2025 Q2	$162	Hold	5	–	–	﹤0.01%	581
2025 Q1	$168	Hold	5	–	–	﹤0.01%	614
2024 Q4	$168	Hold	5	–	–	﹤0.01%	614
2024 Q3	$148	Buy	+5	New	+$138	﹤0.01%	626
2020 Q2	–	Sell	-276	Closed	-$9K	–	489
2020 Q1	$9K	Buy	+276	New	+$13.7K	﹤0.01%	492
2018 Q4	–	Sell	-5,757	Closed	-$359K	–	115
2018 Q3	$359K	Buy	+5,757	New	+$337K	0.2%	84
2018 Q2	–	Hold	0	–	–	–	98
2018 Q1	–	Sell	-5,907	Closed	-$355K	–	83
2017 Q4	$387K	Buy	5,907 +300	+5%	+$17.6K	0.17%	111
2017 Q3	$314K	Hold	5,607	–	–	0.3%	69
2017 Q2	$348K	Buy	5,607 +51	+0.9%	+$2.97K	0.19%	103
2017 Q1	$299K	Hold	5,556	–	–	0.17%	106
2016 Q4	$277K	Hold	5,556	–	–	0.19%	90
2016 Q3	$216K	Buy	5,556 +61	+1%	+$2.32K	0.17%	83
2016 Q2	$215K	Buy	+5,495	New	+$235K	0.18%	82

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Darwin Wealth Management's LUV Position: Q3 2025 in Review

Darwin Wealth Management sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 5 shares — an estimated $162 sold.

Darwin Wealth Management first reported a position in LUV in Q2 2016 and held it in 13 quarters. The position peaked at $387K in Q4 2017. 765 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

Darwin Wealth Management reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
Darwin Wealth Management sold 5 Southwest Airlines shares in Q3 2025, an estimated $162.
Darwin Wealth Management first reported a position in Southwest Airlines in Q2 2016 and held it in 13 quarters.
Darwin Wealth Management's Southwest Airlines position peaked at $387K in Q4 2017.
765 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Darwin Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.