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Horizon Investments’s Southwest Airlines LUV Stock Holding History

Horizon Investments’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 		$385K Buy
10,253
+735
+8% +$33.2K ﹤0.01% 895
2025
Q4 		$393K Buy
9,518
+189
+2% +$6.6K 0.01% 875
2025
Q3 		$298K Sell
9,329
-68
-0.7% -$2.22K ﹤0.01% 885
2025
Q2 		$305K Buy
9,397
+807
+9% +$24.3K ﹤0.01% 863
2025
Q1 		$288K Buy
8,590
+369
+4% +$11.7K 0.01% 473
2024
Q4 		$276K Buy
8,221
+92
+1% +$2.94K 0.01% 477
2024
Q3 		$241K Sell
8,129
-667
-8% -$18.5K 0.01% 510
2024
Q2 		$252K Buy
8,796
+119
+1% +$3.32K 0.01% 496
2024
Q1 		$253K Sell
8,677
-32
-0.4% -$991 0.01% 499
2023
Q4 		$252K Buy
8,709
+416
+5% +$10.8K 0.01% 472
2023
Q3 		$224K Buy
8,293
+118
+1% +$3.85K 0.01% 485
2023
Q2 		$296K Buy
8,175
+640
+8% +$20.1K 0.01% 414
2023
Q1 		$245K Buy
7,535
+730
+11% +$24.8K 0.01% 453
2022
Q4 		$228K Buy
+6,805
New +$245K 0.01% 508
2022
Q2 		– Sell
-5,378
Closed -$246K – 508
2022
Q1 		$246K Buy
+5,378
New +$236K 0.01% 472
2021
Q4 		– Sell
-4,089
Closed -$210K – 504
2021
Q3 		$210K Buy
4,089
+270
+7% +$13.6K 0.01% 461
2021
Q2 		$203K Buy
3,819
+96
+3% +$5.75K 0.01% 448
2021
Q1 		$227K Buy
+3,723
New +$198K 0.01% 405
2020
Q3 		– Sell
-6,604
Closed -$226K – 429
2020
Q2 		$226K Buy
+6,604
New +$210K 0.01% 414
2020
Q1 		– Sell
-9,142
Closed -$493K – 417
2019
Q4 		$493K Buy
+9,142
New +$507K 0.02% 296

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Horizon Investments's LUV Position: Q1 2026 in Review

Horizon Investments increased its Southwest Airlines (LUV) stake by 7.7% in Q1 2026, buying an estimated $33.2K and bringing the position to 10,253 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Horizon Investments first reported a position in LUV in Q4 2019 and has held it in 20 quarters since. The position peaked at $493K in Q4 2019. 868 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Horizon Investments held 10,253 shares of Southwest Airlines worth $385K as of Q1 2026.
  • Horizon Investments bought 735 Southwest Airlines shares in Q1 2026, an estimated $33.2K.
  • Southwest Airlines made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #895 holding.
  • Horizon Investments first reported a position in Southwest Airlines in Q4 2019 and has held it in 20 quarters since.
  • Horizon Investments's Southwest Airlines position peaked at $493K in Q4 2019.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.