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Golden State Equity Partners’s Southwest Airlines LUV Stock Holding History

Golden State Equity Partners’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
Q1 		$519K Buy
13,805
+1,872
+16% +$84.5K 0.04% 447
2025
Q4 		$493K Buy
11,933
+867
+8% +$30.3K 0.08% 281
2025
Q3 		$353K Buy
11,066
+656
+6% +$21.5K 0.06% 324
2025
Q2 		$338K Buy
10,410
+919
+10% +$27.7K 0.06% 320
2025
Q1 		$319K Buy
9,491
+1,448
+18% +$45.9K 0.06% 323
2024
Q4 		$270K Buy
8,043
+2,870
+55% +$91.6K 0.05% 356
2024
Q3 		$153K Buy
+5,173
New +$143K 0.08% 219
2021
Q2 		– Sell
-4,301
Closed -$263K – 271
2021
Q1 		$263K Buy
+4,301
New +$229K 0.15% 137

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Equity Partners's LUV Position: Q1 2026 in Review

Golden State Equity Partners increased its Southwest Airlines (LUV) stake by 16% in Q1 2026, buying an estimated $84.5K and bringing the position to 13,805 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #447.

Golden State Equity Partners first reported a position in LUV in Q1 2021 and has held it in 8 quarters since. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Golden State Equity Partners held 13,805 shares of Southwest Airlines worth $519K as of Q1 2026.
  • Golden State Equity Partners bought 1,872 Southwest Airlines shares in Q1 2026, an estimated $84.5K.
  • Southwest Airlines made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #447 holding.
  • Golden State Equity Partners first reported a position in Southwest Airlines in Q1 2021 and has held it in 8 quarters since.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.