HWA
LUV icon

HHM Wealth Advisors’s Southwest Airlines LUV Stock Holding History

HHM Wealth Advisors’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 		$27.8K Hold
540
– – ﹤0.01% 480
2026
Q1 		$20.3K Hold
540
– – ﹤0.01% 513
2025
Q4 		$22.3K Sell
540
-68
-11% -$2.38K ﹤0.01% 480
2025
Q3 		$19.4K Buy
608
+68
+13% +$2.22K ﹤0.01% 519
2025
Q2 		$17.5K Sell
540
-140
-21% -$4.22K ﹤0.01% 531
2025
Q1 		$22.8K Sell
680
-8
-1% -$253 ﹤0.01% 483
2024
Q4 		$23.1K Sell
688
-32
-4% -$1.02K ﹤0.01% 478
2024
Q3 		$21.3K Hold
720
– – ﹤0.01% 454
2024
Q2 		$20.6K Buy
720
+80
+13% +$2.23K ﹤0.01% 444
2024
Q1 		$18.7K Buy
640
+100
+19% +$3.1K ﹤0.01% 423
2023
Q4 		$15.6K Hold
540
– – ﹤0.01% 445
2023
Q3 		$14.6K Hold
540
– – ﹤0.01% 451
2023
Q2 		$19.6K Hold
540
– – ﹤0.01% 426
2023
Q1 		$17.6K Hold
540
– – ﹤0.01% 432
2022
Q4 		$18.2K Buy
540
+530
+5,300% +$19.1K ﹤0.01% 374
2022
Q3 		$0 Hold
10
– – ﹤0.01% 750
2022
Q2 		$0 Sell
10
-15
-60% -$645 ﹤0.01% 819
2022
Q1 		$1K Hold
25
– – ﹤0.01% 684
2021
Q4 		$1K Hold
25
– – ﹤0.01% 653
2021
Q3 		$1K Hold
25
– – ﹤0.01% 613
2021
Q2 		$1K Buy
25
+1
+4% +$60 ﹤0.01% 595
2021
Q1 		$1K Hold
24
– – ﹤0.01% 560
2020
Q4 		$1K Hold
24
– – ﹤0.01% 511
2020
Q3 		$1K Hold
24
– – ﹤0.01% 486
2020
Q2 		$1K Buy
24
+14
+140% +$445 ﹤0.01% 471
2020
Q1 		$0 Buy
+10
New +$496 ﹤0.01% 465

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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's LUV Position: Q2 2026 in Review

HHM Wealth Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 540 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

HHM Wealth Advisors first reported a position in LUV in Q1 2020 and has held it in 26 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • HHM Wealth Advisors held 540 shares of Southwest Airlines worth $27.8K as of Q2 2026.
  • HHM Wealth Advisors left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #480 holding.
  • HHM Wealth Advisors first reported a position in Southwest Airlines in Q1 2020 and has held it in 26 quarters since.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.