Financially Speaking’s Southwest Airlines LUV Stock Holding History

Financially Speaking’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 Q3	$1.58K	Hold	38	–	–	﹤0.01%	92
2026 Q2	$1.43K	Hold	38	–	–	0.01%	87
2026 Q1	$1.43K	Hold	38	–	–	0.01%	87
2025 Q4	$1.57K	Hold	38	–	–	﹤0.01%	143
2025 Q3	$1.21K	Hold	38	–	–	﹤0.01%	154
2025 Q2	$1.23K	Hold	38	–	–	﹤0.01%	146
2025 Q1	$1.28K	Hold	38	–	–	﹤0.01%	69
2024 Q4	$1.28K	Buy	+38	New	+$1.21K	﹤0.01%	162

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Financially Speaking's LUV Position: Q3 2026 in Review

Financially Speaking held its Southwest Airlines (LUV) position steady in Q3 2026 at 38 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

Financially Speaking first reported a position in LUV in Q4 2024 and has held it in 8 quarters since. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Financially Speaking held 38 shares of Southwest Airlines worth $1.58K as of Q3 2026.
Financially Speaking left its Southwest Airlines share count unchanged in Q3 2026.
Southwest Airlines made up ﹤0.01% of Financially Speaking's portfolio in Q3 2026, its #92 holding.
Financially Speaking first reported a position in Southwest Airlines in Q4 2024 and has held it in 8 quarters since.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.