Fiduciary Trust’s Southwest Airlines LUV Stock Holding History

Fiduciary Trust’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	$684K	Sell	18,195 -4,890	-21%	-$221K	0.01%	495
2025 Q4	$954K	Sell	23,085 -1,945	-8%	-$67.9K	0.01%	422
2025 Q3	$799K	Buy	25,030 +5,150	+26%	+$168K	0.01%	462
2025 Q2	$645K	Sell	19,880 -2,848	-13%	-$85.8K	0.01%	486
2025 Q1	$763K	Buy	+22,728	New	+$720K	0.01%	451
2017 Q3	–	Sell	-4,532	Closed	-$281K	–	487
2017 Q2	$281K	Sell	4,532 -446	-9%	-$25.9K	0.01%	394
2017 Q1	$268K	Sell	4,978 -2,465	-33%	-$133K	0.01%	397
2016 Q4	$371K	Sell	7,443 -1,186	-14%	-$53.2K	0.01%	358
2016 Q3	$336K	Sell	8,629 -4,533	-34%	-$172K	0.01%	366
2016 Q2	$516K	Sell	13,162 -2,096	-14%	-$89.7K	0.02%	330
2016 Q1	$683K	Buy	15,258 +1,676	+12%	+$68.2K	0.02%	305
2015 Q4	$585K	Buy	13,582 +3,325	+32%	+$147K	0.02%	282
2015 Q3	$390K	Buy	+10,257	New	+$379K	0.02%	301

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Trust's LUV Position: Q1 2026 in Review

Fiduciary Trust reduced its Southwest Airlines (LUV) stake by 21% in Q1 2026, selling an estimated $221K and leaving 18,195 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #495.

Fiduciary Trust first reported a position in LUV in Q3 2015 and has held it in 13 quarters since. The position peaked at $954K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Fiduciary Trust held 18,195 shares of Southwest Airlines worth $684K as of Q1 2026.
Fiduciary Trust sold 4,890 Southwest Airlines shares in Q1 2026, an estimated $221K.
Southwest Airlines made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #495 holding.
Fiduciary Trust first reported a position in Southwest Airlines in Q3 2015 and has held it in 13 quarters since.
Fiduciary Trust's Southwest Airlines position peaked at $954K in Q4 2025.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.