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
2026 Q3	$469	Buy	+11	New	+$482	﹤0.01%	1052
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Darwin Wealth Management's LUV Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Southwest Airlines (LUV) in Q3 2026: 11 shares worth $469. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in LUV as recently as Q2 2025.

Darwin Wealth Management first reported a position in LUV in Q2 2016 and has held it in 14 quarters since. The position peaked at $387K in Q4 2017. 536 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Darwin Wealth Management held 11 shares of Southwest Airlines worth $469 as of Q3 2026.
Southwest Airlines was a new Darwin Wealth Management position in Q3 2026.
Southwest Airlines made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #1052 holding.
Darwin Wealth Management first reported a position in Southwest Airlines in Q2 2016 and has held it in 14 quarters since.
Darwin Wealth Management's Southwest Airlines position peaked at $387K in Q4 2017.
536 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.