Financial Partners Group (Tennessee)’s Southwest Airlines LUV Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$1.51M	Sell	46,644 -508	-1%	-$15.3K	0.55%	41
2025 Q1	$1.58M	Sell	47,152 -4,537	-9%	-$144K	0.69%	34
2024 Q4	$1.74M	Sell	51,689 -4,989	-9%	-$159K	0.72%	34
2024 Q3	$1.68M	Sell	56,678 -1,009	-2%	-$27.9K	0.63%	39
2024 Q2	$1.65M	Buy	57,687 +20,001	+53%	+$558K	0.64%	37
2024 Q1	$1.1M	Buy	+37,686	New	+$1.17M	0.43%	57

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Financial Partners Group (Tennessee)'s LUV Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Southwest Airlines (LUV) stake by 1.1% in Q2 2025, selling an estimated $15.3K and leaving 46,644 shares worth $1.51M. The position accounts for 0.55% of the portfolio, ranked #41.

Financial Partners Group (Tennessee) first reported a position in LUV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2024. 793 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Financial Partners Group (Tennessee) held 46,644 shares of Southwest Airlines worth $1.51M as of Q2 2025.
Financial Partners Group (Tennessee) sold 508 Southwest Airlines shares in Q2 2025, an estimated $15.3K.
Southwest Airlines made up 0.55% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #41 holding.
Financial Partners Group (Tennessee) first reported a position in Southwest Airlines in Q1 2024 and has held it in 6 quarters since.
Financial Partners Group (Tennessee)'s Southwest Airlines position peaked at $1.74M in Q4 2024.
793 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.