FLP
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Financial Life Planners’s Southwest Airlines LUV Stock Holding History

Financial Life Planners’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 		$16.1K Buy
313
+1
+0.3% +$42 0.01% 205
2026
Q1 		$11.7K Buy
+312
New +$14.1K 0.01% 227
2025
Q4 		– Sell
-310
Closed -$9.91K – 207
2025
Q3 		$9.91K Buy
+310
New +$10.1K 0.01% 247
2025
Q1 		– Sell
-304
Closed -$10.2K – 249
2024
Q4 		$10.2K Buy
+304
New +$9.7K 0.01% 254

Other funds holding LUV

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Financial Life Planners's LUV Position: Q2 2026 in Review

Financial Life Planners increased its Southwest Airlines (LUV) stake by 0.32% in Q2 2026, buying an estimated $42 and bringing the position to 313 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #205.

Financial Life Planners first reported a position in LUV in Q4 2024 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Financial Life Planners held 313 shares of Southwest Airlines worth $16.1K as of Q2 2026.
  • Financial Life Planners bought 1 Southwest Airlines share in Q2 2026, an estimated $42.
  • Southwest Airlines made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #205 holding.
  • Financial Life Planners first reported a position in Southwest Airlines in Q4 2024 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.