EF
LUV icon

Empowered Funds’s Southwest Airlines LUV Stock Holding History

Empowered Funds’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
Q1 		$620K Buy
+16,506
New +$745K ﹤0.01% 1565
2025
Q4 		– Sell
-84,403
Closed -$2.69M – 1520
2025
Q3 		$2.69M Buy
84,403
+74,869
+785% +$2.45M 0.03% 768
2025
Q2 		$309K Buy
9,534
+2,075
+28% +$62.5K ﹤0.01% 1495
2025
Q1 		$250K Buy
7,459
+527
+8% +$16.7K ﹤0.01% 1458
2024
Q4 		$233K Buy
+6,932
New +$221K ﹤0.01% 1465
2020
Q3 		– Sell
-72,446
Closed -$2.48M – 134
2020
Q2 		$2.48M Buy
72,446
+27,712
+62% +$881K 0.96% 38
2020
Q1 		$2.42M Hold
44,734
– – 0.87% 51
2019
Q4 		$2.42M Buy
44,734
+3,225
+8% +$179K 0.87% 51
2019
Q3 		$2.24M Sell
41,509
-2,916
-7% -$153K 0.98% 33
2019
Q2 		$2.26M Sell
44,425
-2,683
-6% -$139K 0.94% 28
2019
Q1 		$2.44M Buy
+47,108
New +$2.49M 0.87% 31
2017
Q4 		– Sell
-14,416
Closed -$807K – 112
2017
Q3 		$807K Buy
+14,416
New +$809K 0.52% 61

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return