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 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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financially Speaking's LUV Position: Q2 2026 in Review

Financially Speaking held its Southwest Airlines (LUV) position steady in Q2 2026 at 38 shares worth $1.43K. The position accounts for 0.01% of the portfolio, ranked #87.

Financially Speaking first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57K in Q4 2025. 290 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Financially Speaking held 38 shares of Southwest Airlines worth $1.43K as of Q2 2026.
Financially Speaking left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up 0.01% of Financially Speaking's portfolio in Q2 2026, its #87 holding.
Financially Speaking first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
Financially Speaking's Southwest Airlines position peaked at $1.57K in Q4 2025.
290 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.