HWM
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HB Wealth Management’s Southwest Airlines LUV Stock Holding History

HB 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 		$851K Buy
16,544
+954
+6% +$40.1K ﹤0.01% 815
2026
Q1 		$586K Buy
15,590
+926
+6% +$41.8K ﹤0.01% 900
2025
Q4 		$606K Buy
14,664
+226
+2% +$7.89K ﹤0.01% 823
2025
Q3 		$461K Buy
14,438
+2,218
+18% +$72.5K ﹤0.01% 898
2025
Q2 		$396K Sell
12,220
-2,397
-16% -$72.2K ﹤0.01% 830
2025
Q1 		$491K Buy
14,617
+1,448
+11% +$45.9K ﹤0.01% 772
2024
Q4 		$443K Buy
13,169
+2,077
+19% +$66.3K ﹤0.01% 658
2024
Q3 		$329K Buy
11,092
+4,038
+57% +$112K ﹤0.01% 727
2024
Q2 		$202K Buy
+7,054
New +$197K ﹤0.01% 849

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

HB Wealth Management's LUV Position: Q2 2026 in Review

HB Wealth Management increased its Southwest Airlines (LUV) stake by 6.1% in Q2 2026, buying an estimated $40.1K and bringing the position to 16,544 shares worth $851K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

HB Wealth Management first reported a position in LUV in Q2 2024 and has held it in 9 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • HB Wealth Management held 16,544 shares of Southwest Airlines worth $851K as of Q2 2026.
  • HB Wealth Management bought 954 Southwest Airlines shares in Q2 2026, an estimated $40.1K.
  • Southwest Airlines made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #815 holding.
  • HB Wealth Management first reported a position in Southwest Airlines in Q2 2024 and has held it in 9 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.