Econ Financial Services’s Southwest Airlines LUV Stock Holding History

Econ Financial Services’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	$3.69M	Buy	+71,801	New	+$3.02M	1.73%	18
2025 Q2	–	Sell	-74,453	Closed	-$2.5M	–	97
2025 Q1	$2.5M	Buy	74,453 +32,817	+79%	+$1.04M	1.33%	16
2024 Q4	$1.4M	Sell	41,636 -8,957	-18%	-$286K	0.8%	44
2024 Q3	$1.5M	Buy	+50,593	New	+$1.4M	0.84%	29
2023 Q4	–	Sell	-19,420	Closed	-$526K	–	77
2023 Q3	$526K	Buy	19,420 +11,728	+152%	+$383K	0.38%	59
2023 Q2	$279K	Buy	+7,692	New	+$241K	0.2%	77

Other funds holding LUV

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Econ Financial Services's LUV Position: Q2 2026 in Review

Econ Financial Services opened a new position in Southwest Airlines (LUV) in Q2 2026: 71,801 shares worth $3.69M. The stake represents 1.73% of the portfolio and ranks #18 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in LUV as recently as Q1 2025.

Econ Financial Services first reported a position in LUV in Q2 2023 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Econ Financial Services held 71,801 shares of Southwest Airlines worth $3.69M as of Q2 2026.
Southwest Airlines was a new Econ Financial Services position in Q2 2026.
Southwest Airlines made up 1.73% of Econ Financial Services's portfolio in Q2 2026, its #18 holding.
Econ Financial Services first reported a position in Southwest Airlines in Q2 2023 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.