Gleason Group’s Southwest Airlines LUV Stock Holding History

Gleason Group’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	–	Sell	-43	Closed	-$1.29K	–	193
2025 Q1	$1.45K	Hold	43	–	–	﹤0.01%	182
2024 Q4	$1.45K	Hold	43	–	–	﹤0.01%	186
2024 Q3	$1.27K	Buy	43 +1	+2%	+$28	﹤0.01%	183
2024 Q2	$1.21K	Hold	42	–	–	﹤0.01%	261
2024 Q1	$1.24K	Hold	42	–	–	﹤0.01%	193
2023 Q4	$1.21K	Hold	42	–	–	﹤0.01%	206
2023 Q3	$1.14K	Buy	42 +1	+2%	+$33	﹤0.01%	213
2023 Q2	$1.5K	Sell	41 -91	-69%	-$2.85K	﹤0.01%	210
2023 Q1	$4.31K	Buy	132 +1	+0.8%	+$34	﹤0.01%	200
2022 Q4	$4.41K	Hold	131	–	–	﹤0.01%	195
2022 Q3	$4K	Hold	131	–	–	﹤0.01%	205
2022 Q2	$5K	Hold	131	–	–	﹤0.01%	196
2022 Q1	$6K	Sell	131 -400	-75%	-$17.6K	﹤0.01%	184
2021 Q4	$23K	Sell	531 -276	-34%	-$13K	0.01%	138
2021 Q3	$42K	Hold	807	–	–	0.02%	118
2021 Q2	$43K	Hold	807	–	–	0.02%	116
2021 Q1	$49K	Hold	807	–	–	0.02%	102
2020 Q4	$38K	Buy	807 +517	+178%	+$22.4K	0.02%	105
2020 Q3	$11K	Buy	+290	New	+$10.3K	0.01%	134

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

Gleason Group's LUV Position: Q2 2025 in Review

Gleason Group sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 43 shares — an estimated $1.29K sold.

Gleason Group first reported a position in LUV in Q3 2020 and held it in 19 quarters. The position peaked at $49K in Q1 2021. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Gleason Group reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
Gleason Group sold 43 Southwest Airlines shares in Q2 2025, an estimated $1.29K.
Gleason Group first reported a position in Southwest Airlines in Q3 2020 and held it in 19 quarters.
Gleason Group's Southwest Airlines position peaked at $49K in Q1 2021.
792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Gleason Group's 13F filing for Q2 2025, filed 17 Jul 2025.