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Financial Consulate’s Southwest Airlines LUV Stock Holding History

Financial Consulate’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 		$7.35K Hold
143
– – ﹤0.01% 756
2026
Q1 		$5.37K Hold
143
– – ﹤0.01% 781
2025
Q4 		$5.91K Hold
143
– – ﹤0.01% 712
2025
Q3 		$4.56K Buy
+143
New +$4.68K ﹤0.01% 668

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Financial Consulate's LUV Position: Q2 2026 in Review

Financial Consulate held its Southwest Airlines (LUV) position steady in Q2 2026 at 143 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Financial Consulate first reported a position in LUV in Q3 2025 and has held it in 4 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Financial Consulate held 143 shares of Southwest Airlines worth $7.35K as of Q2 2026.
  • Financial Consulate left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #756 holding.
  • Financial Consulate first reported a position in Southwest Airlines in Q3 2025 and has held it in 4 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

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