EWM
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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
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

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BlackRock
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State Street
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EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Evermay Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 1,000 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #352.

Evermay Wealth Management first reported a position in LUV in Q4 2023 and has held it in 6 quarters since. 931 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Evermay Wealth Management held 1,000 shares of Southwest Airlines worth $51.4K as of Q2 2026.
  • Evermay Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #352 holding.
  • Evermay Wealth Management first reported a position in Southwest Airlines in Q4 2023 and has held it in 6 quarters since.
  • 931 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.