Financial Management Professionals’s Southwest Airlines LUV Stock Holding History

Financial Management Professionals’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	$136K	Buy	2,644 +76	+3%	+$3.19K	0.01%	200
2026 Q1	$96.9K	Sell	2,568 -16	-0.6%	-$722	0.01%	197
2025 Q4	$107K	Buy	2,584 +1,192	+86%	+$41.6K	0.01%	198
2025 Q3	$44.4K	Hold	1,392	–	–	﹤0.01%	268
2025 Q2	$45.4K	Sell	1,392 -41	-3%	-$1.24K	0.01%	265
2025 Q1	$48.1K	Sell	1,433 -48	-3%	-$1.52K	0.01%	266
2024 Q4	$49.8K	Buy	1,481 +98	+7%	+$3.13K	0.01%	272
2024 Q3	$41K	Hold	1,383	–	–	0.01%	289
2024 Q2	$40K	Buy	1,383 +41	+3%	+$1.14K	0.01%	289
2024 Q1	$39K	Sell	1,342 -271	-17%	-$8.39K	0.01%	318
2023 Q4	$47K	Hold	1,613	–	–	0.01%	274
2023 Q3	$44K	Hold	1,613	–	–	0.01%	262
2023 Q2	$58K	Hold	1,613	–	–	0.01%	243
2023 Q1	$52K	Sell	1,613 -34	-2%	-$1.16K	0.01%	271
2022 Q4	$55K	Buy	1,647 +34	+2%	+$1.23K	0.01%	224
2022 Q3	$50K	Hold	1,613	–	–	0.01%	222
2022 Q2	$58K	Sell	1,613 -18	-1%	-$774	0.01%	208
2022 Q1	$75K	Sell	1,631 -1,299	-44%	-$57.1K	0.02%	198
2021 Q4	$126K	Sell	2,930 -28	-0.9%	-$1.31K	0.03%	137
2021 Q3	$152K	Buy	2,958 +79	+3%	+$3.99K	0.04%	104
2021 Q2	$153K	Sell	2,879 -263	-8%	-$15.8K	0.04%	107
2021 Q1	$192K	Buy	3,142 +26	+0.8%	+$1.38K	0.05%	77
2020 Q4	$145K	Buy	3,116 +52	+2%	+$2.25K	0.04%	85
2020 Q3	$115K	Buy	3,064 +7	+0.2%	+$249	0.04%	92
2020 Q2	$104K	Buy	3,057 +1,404	+85%	+$44.6K	0.04%	96
2020 Q1	$59K	Buy	1,653 +40	+2%	+$1.98K	0.03%	82
2019 Q4	$87K	Hold	1,613	–	–	0.03%	73
2019 Q3	$87K	Sell	1,613 -255	-14%	-$13.3K	0.03%	71
2019 Q2	$95K	Hold	1,868	–	–	0.04%	67
2019 Q1	$97K	Hold	1,868	–	–	0.04%	62
2018 Q4	$87K	Hold	1,868	–	–	0.05%	58
2018 Q3	$117K	Hold	1,868	–	–	0.05%	59
2018 Q2	$95K	Hold	1,868	–	–	0.04%	61
2018 Q1	$107K	Sell	1,868 -600	-24%	-$36K	0.06%	59
2017 Q4	$161K	Hold	2,468	–	–	0.07%	45
2017 Q3	$138K	Hold	2,468	–	–	0.06%	48
2017 Q2	$153K	Sell	2,468 -63	-2%	-$3.67K	0.07%	49
2017 Q1	$136K	Hold	2,531	–	–	0.07%	50
2016 Q4	$126K	Hold	2,531	–	–	0.07%	51
2016 Q3	$98K	Buy	2,531 +516	+26%	+$19.6K	0.05%	64
2016 Q2	$78K	Buy	2,015 +186	+10%	+$7.96K	0.04%	65
2016 Q1	$82K	Hold	1,829	–	–	0.04%	58
2015 Q4	$78K	Hold	1,829	–	–	0.04%	62
2015 Q3	$70K	Hold	1,829	–	–	0.05%	70
2015 Q2	$60K	Hold	1,829	–	–	0.03%	76
2015 Q1	$81K	Hold	1,829	–	–	0.04%	62
2014 Q4	$77K	Hold	1,829	–	–	0.04%	67
2014 Q3	$61K	Hold	1,829	–	–	0.04%	80
2014 Q2	$49K	Hold	1,829	–	–	0.03%	90
2014 Q1	$43K	Hold	1,829	–	–	0.03%	93
2013 Q4	$34K	Buy	1,829 +255	+16%	+$4.45K	0.02%	103
2013 Q3	$23K	Hold	1,574	–	–	0.01%	130
2013 Q2	$20K	Buy	+1,574	New	+$21.4K	0.01%	127

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Management Professionals's LUV Position: Q2 2026 in Review

Financial Management Professionals increased its Southwest Airlines (LUV) stake by 3% in Q2 2026, buying an estimated $3.19K and bringing the position to 2,644 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #200.

Financial Management Professionals first reported a position in LUV in Q2 2013 and has held it in 53 quarters since. The position peaked at $192K in Q1 2021. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Financial Management Professionals held 2,644 shares of Southwest Airlines worth $136K as of Q2 2026.
Financial Management Professionals bought 76 Southwest Airlines shares in Q2 2026, an estimated $3.19K.
Southwest Airlines made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #200 holding.
Financial Management Professionals first reported a position in Southwest Airlines in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Southwest Airlines position peaked at $192K in Q1 2021.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.