Dogwood Wealth Management’s Southwest Airlines LUV Stock Holding History

Dogwood 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	$3.44K	Sell	67 -15	-18%	-$630	﹤0.01%	571
2026 Q1	$3.08K	Buy	+82	New	+$3.7K	﹤0.01%	574
2025 Q4	–	Sell	-214	Closed	-$6.83K	–	797
2025 Q3	$6.83K	Hold	214	–	–	﹤0.01%	338
2025 Q2	$7.27K	Hold	214	–	–	﹤0.01%	337
2025 Q1	$7.22K	Hold	214	–	–	﹤0.01%	217
2024 Q4	$7.2K	Hold	214	–	–	﹤0.01%	198
2024 Q3	$6.34K	Sell	214 -34	-14%	-$941	﹤0.01%	168
2024 Q2	$7.1K	Buy	248 +35	+16%	+$976	﹤0.01%	188
2024 Q1	$6.22K	Buy	213 +2	+0.9%	+$62	﹤0.01%	199
2023 Q4	$6.08K	Buy	+211	New	+$5.49K	﹤0.01%	179

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

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

Dogwood Wealth Management reduced its Southwest Airlines (LUV) stake by 18% in Q2 2026, selling an estimated $630 and leaving 67 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Dogwood Wealth Management first reported a position in LUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.27K in Q2 2025. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Dogwood Wealth Management held 67 shares of Southwest Airlines worth $3.44K as of Q2 2026.
Dogwood Wealth Management sold 15 Southwest Airlines shares in Q2 2026, an estimated $630.
Southwest Airlines made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #571 holding.
Dogwood Wealth Management first reported a position in Southwest Airlines in Q4 2023 and has held it in 10 quarters since.
Dogwood Wealth Management's Southwest Airlines position peaked at $7.27K in Q2 2025.
933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.