Diversify Wealth Management’s Southwest Airlines LUV Stock Holding History

Diversify 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 Q2	$803K	Buy	17,696 +2,902	+20%	+$122K	0.01%	711
2026 Q1	$551K	Buy	14,794 +681	+5%	+$30.8K	0.01%	787
2025 Q4	$610K	Sell	14,113 -1,330	-9%	-$46.5K	0.03%	398
2025 Q3	$470K	Buy	15,443 +1,011	+7%	+$33.1K	0.03%	389
2025 Q2	$443K	Buy	14,432 +824	+6%	+$24.8K	0.03%	390
2025 Q1	$371K	Sell	13,608 -2,527	-16%	-$80K	0.03%	405
2024 Q4	$534K	Buy	16,135 +409	+3%	+$13K	0.04%	343
2024 Q3	$483K	Sell	15,726 -1,334	-8%	-$36.9K	0.05%	324
2024 Q2	$404K	Buy	+17,060	New	+$476K	0.05%	312

Other funds holding LUV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Malvern, Pennsylvania $2.22T AUM

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

Diversify Wealth Management's LUV Position: Q2 2026 in Review

Diversify Wealth Management increased its Southwest Airlines (LUV) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 17,696 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #711.

Diversify Wealth Management first reported a position in LUV in Q2 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Diversify Wealth Management held 17,696 shares of Southwest Airlines worth $803K as of Q2 2026.
Diversify Wealth Management bought 2,902 Southwest Airlines shares in Q2 2026, an estimated $122K.
Southwest Airlines made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #711 holding.
Diversify Wealth Management first reported a position in Southwest Airlines in Q2 2024 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.