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DHJJ Financial Advisors’s Southwest Airlines LUV Stock Holding History

DHJJ Financial Advisors’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 		$155 Sell
3
-2
-40% -$84 ﹤0.01% 1020
2026
Q1 		$188 Hold
5
– – ﹤0.01% 1002
2025
Q4 		$207 Hold
5
– – ﹤0.01% 949
2025
Q3 		$160 Sell
5
-2
-29% -$65 ﹤0.01% 933
2025
Q2 		$228 Hold
7
– – ﹤0.01% 882
2025
Q1 		$236 Hold
7
– – ﹤0.01% 834
2024
Q4 		$236 Sell
7
-1
-13% -$32 ﹤0.01% 801
2024
Q3 		$238 Hold
8
– – ﹤0.01% 783
2024
Q2 		$229 Hold
8
– – ﹤0.01% 731
2024
Q1 		$234 Buy
8
+7
+700% +$217 ﹤0.01% 718
2023
Q4 		$29 Sell
1
-70
-99% -$1.82K ﹤0.01% 794
2023
Q3 		$1.92K Buy
+71
New +$2.32K ﹤0.01% 543

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's LUV Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Southwest Airlines (LUV) stake by 40% in Q2 2026, selling an estimated $84 and leaving 3 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

DHJJ Financial Advisors first reported a position in LUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92K in Q3 2023. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • DHJJ Financial Advisors held 3 shares of Southwest Airlines worth $155 as of Q2 2026.
  • DHJJ Financial Advisors sold 2 Southwest Airlines shares in Q2 2026, an estimated $84.
  • Southwest Airlines made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1020 holding.
  • DHJJ Financial Advisors first reported a position in Southwest Airlines in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Southwest Airlines position peaked at $1.92K in Q3 2023.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.