Evermay Wealth Management’s Southwest Airlines LUV Stock Holding History

Evermay 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 Q3	$41.6K	Hold	1,000	–	–	﹤0.01%	366
2026 Q2	$51.4K	Hold	1,000	–	–	0.01%	352
2026 Q1	$37.6K	Sell	1,000 -3	-0.3%	-$135	﹤0.01%	337
2025 Q4	$41.5K	Buy	1,003 +1,000	+33,333%	+$34.9K	﹤0.01%	336
2025 Q3	$96	Sell	3 -10	-77%	-$327	﹤0.01%	546
2025 Q2	$423	Buy	+13	New	+$392	﹤0.01%	538
2024 Q1	–	Sell	-12	Closed	-$347	–	687
2023 Q4	$347	Buy	+12	New	+$312	﹤0.01%	630

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Evermay Wealth Management's LUV Position: Q3 2026 in Review

Evermay Wealth Management held its Southwest Airlines (LUV) position steady in Q3 2026 at 1,000 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Evermay Wealth Management first reported a position in LUV in Q4 2023 and has held it in 7 quarters since. The position peaked at $51.4K in Q2 2026. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Evermay Wealth Management held 1,000 shares of Southwest Airlines worth $41.6K as of Q3 2026.
Evermay Wealth Management left its Southwest Airlines share count unchanged in Q3 2026.
Southwest Airlines made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #366 holding.
Evermay Wealth Management first reported a position in Southwest Airlines in Q4 2023 and has held it in 7 quarters since.
Evermay Wealth Management's Southwest Airlines position peaked at $51.4K in Q2 2026.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.