GSWM
LUV icon

Golden State Wealth Management’s Southwest Airlines LUV Stock Holding History

Golden State Wealth Management’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 		$78.8K Hold
1,532
– – 0.01% 627
2026
Q1 		$57.6K Sell
1,532
-87
-5% -$3.93K 0.01% 649
2025
Q4 		$66.9K Sell
1,619
-300
-16% -$10.5K 0.01% 619
2025
Q3 		$61.2K Sell
1,919
-407
-17% -$13.3K 0.01% 621
2025
Q2 		$75.5K Sell
2,326
-264
-10% -$7.95K 0.01% 552
2025
Q1 		$87K Buy
2,590
+681
+36% +$21.6K 0.01% 482
2024
Q4 		$64.2K Buy
+1,909
New +$60.9K 0.01% 531
2022
Q1 		$238K Sell
5,203
-208
-4% -$9.14K 0.05% 270
2021
Q4 		$232K Buy
5,411
+27
+0.5% +$1.27K 0.04% 336
2021
Q3 		$277K Buy
5,384
+793
+17% +$40.1K 0.06% 246
2021
Q2 		$244K Sell
4,591
-549
-11% -$32.9K 0.05% 255
2021
Q1 		$313K Buy
+5,140
New +$273K 0.1% 144
2020
Q4 		– Sell
-3,329
Closed -$125K – 342
2020
Q3 		$125K Buy
+3,329
New +$118K 0.04% 237
2020
Q2 		– Sell
-2,511
Closed -$89K – 647
2020
Q1 		$89K Sell
2,511
-1,211
-33% -$60K 0.04% 265
2019
Q4 		$201K Sell
3,722
-1,756
-32% -$97.4K 0.04% 54
2019
Q3 		$296K Buy
5,478
+358
+7% +$18.7K 0.1% 155
2019
Q2 		$259K Hold
5,120
– – 0.08% 188
2019
Q1 		$266K Buy
+5,120
New +$270K 0.09% 186

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

Golden State Wealth Management's LUV Position: Q2 2026 in Review

Golden State Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 1,532 shares worth $78.8K. The position accounts for 0.01% of the portfolio, ranked #627.

Golden State Wealth Management first reported a position in LUV in Q1 2019 and has held it in 18 quarters since. The position peaked at $313K in Q1 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Golden State Wealth Management held 1,532 shares of Southwest Airlines worth $78.8K as of Q2 2026.
  • Golden State Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Golden State Wealth Management first reported a position in Southwest Airlines in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Southwest Airlines position peaked at $313K in Q1 2021.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.