HWM
LUV icon

Hemington Wealth Management’s Southwest Airlines LUV Stock Holding History

Hemington 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
2025
Q3 		$21K Buy
679
+24
+4% +$785 ﹤0.01% 617
2025
Q2 		$21K Buy
655
+113
+21% +$3.4K ﹤0.01% 613
2025
Q1 		$18K Buy
542
+94
+21% +$2.98K ﹤0.01% 604
2024
Q4 		$15K Buy
448
+77
+21% +$2.46K ﹤0.01% 638
2024
Q3 		$11K Buy
+371
New +$10.3K ﹤0.01% 680

Other funds holding LUV

Vanguard Group
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Hemington Wealth Management's LUV Position: Q3 2025 in Review

Hemington Wealth Management increased its Southwest Airlines (LUV) stake by 3.7% in Q3 2025, buying an estimated $785 and bringing the position to 679 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Hemington Wealth Management first reported a position in LUV in Q3 2024 and has held it in 5 quarters since. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Hemington Wealth Management held 679 shares of Southwest Airlines worth $21K as of Q3 2025.
  • Hemington Wealth Management bought 24 Southwest Airlines shares in Q3 2025, an estimated $785.
  • Southwest Airlines made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #617 holding.
  • Hemington Wealth Management first reported a position in Southwest Airlines in Q3 2024 and has held it in 5 quarters since.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.