FDW
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Fourth Dimension Wealth’s Southwest Airlines LUV Stock Holding History

Fourth Dimension Wealth’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 		$15.8K Buy
308
+306
+15,300% +$12.8K 0.01% 412
2026
Q1 		$75 Hold
2
– – ﹤0.01% 588
2025
Q4 		$83 Hold
2
– – ﹤0.01% 599
2025
Q3 		$64 Hold
2
– – ﹤0.01% 586
2025
Q2 		$65 Sell
2
-425
-100% -$12.8K ﹤0.01% 597
2025
Q1 		$14.3K Hold
427
– – 0.01% 363
2024
Q4 		$14.4K Buy
+427
New +$13.6K 0.01% 369

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fourth Dimension Wealth's LUV Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Southwest Airlines (LUV) stake by 15,300% in Q2 2026, buying an estimated $12.8K and bringing the position to 308 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #412.

Fourth Dimension Wealth first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Fourth Dimension Wealth held 308 shares of Southwest Airlines worth $15.8K as of Q2 2026.
  • Fourth Dimension Wealth bought 306 Southwest Airlines shares in Q2 2026, an estimated $12.8K.
  • Southwest Airlines made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #412 holding.
  • Fourth Dimension Wealth first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.