HFS
LUV icon

Howard Financial Services’s Southwest Airlines LUV Stock Holding History

Howard Financial Services’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 		$1.11M Sell
21,615
-1,292
-6% -$54.3K 0.11% 85
2026
Q1 		$861K Buy
22,907
+181
+0.8% +$8.17K 0.1% 87
2025
Q4 		$939K Buy
22,726
+125
+0.6% +$4.37K 0.11% 74
2025
Q3 		$721K Buy
22,601
+64
+0.3% +$2.09K 0.09% 83
2025
Q2 		$731K Sell
22,537
-105
-0.5% -$3.16K 0.1% 77
2025
Q1 		$760K Buy
22,642
+185
+0.8% +$5.86K 0.1% 78
2024
Q4 		$755K Buy
22,457
+45
+0.2% +$1.44K 0.1% 78
2024
Q3 		$664K Sell
22,412
-353
-2% -$9.77K 0.1% 77
2024
Q2 		$651K Hold
22,765
– – 0.11% 69
2024
Q1 		$665K Buy
22,765
+149
+0.7% +$4.61K 0.11% 69
2023
Q4 		$653K Buy
22,616
+125
+0.6% +$3.25K 0.13% 65
2023
Q3 		$609K Buy
22,491
+1,957
+10% +$63.9K 0.14% 66
2023
Q2 		$744K Buy
20,534
+1,267
+7% +$39.7K 0.18% 59
2023
Q1 		$627K Buy
19,267
+125
+0.7% +$4.25K 0.15% 59
2022
Q4 		$645K Hold
19,142
– – 0.17% 59
2022
Q3 		$590K Hold
19,142
– – 0.19% 54
2022
Q2 		$691K Hold
19,142
– – 0.23% 41
2022
Q1 		$877K Hold
19,142
– – 0.26% 37
2021
Q4 		$820K Sell
19,142
-123
-0.6% -$5.77K 0.25% 36
2021
Q3 		$991K Hold
19,265
– – 0.37% 30
2021
Q2 		$1.02M Sell
19,265
-50
-0.3% -$3K 0.4% 30
2021
Q1 		$1.18M Buy
19,315
+123
+0.6% +$6.54K 0.53% 26
2020
Q4 		$895K Hold
19,192
– – 0.47% 30
2020
Q3 		$720K Hold
19,192
– – 0.47% 30
2020
Q2 		$656K Buy
19,192
+100
+0.5% +$3.18K 0.47% 35
2020
Q1 		$680K Buy
19,092
+89
+0.5% +$4.41K 0.6% 28
2019
Q4 		$1.03M Sell
19,003
-500
-3% -$27.7K 0.63% 31
2019
Q3 		$1.05M Sell
19,503
-73
-0.4% -$3.82K 0.7% 31
2019
Q2 		$994K Buy
19,576
+40
+0.2% +$2.07K 0.68% 34
2019
Q1 		$1.01M Buy
19,536
+188
+1% +$9.92K 0.72% 32
2018
Q4 		$899K Buy
+19,348
New +$1.03M 0.69% 29

Other funds holding LUV

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Howard Financial Services's LUV Position: Q2 2026 in Review

Howard Financial Services reduced its Southwest Airlines (LUV) stake by 5.6% in Q2 2026, selling an estimated $54.3K and leaving 21,615 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #85.

Howard Financial Services first reported a position in LUV in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.18M in Q1 2021. 280 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Howard Financial Services held 21,615 shares of Southwest Airlines worth $1.11M as of Q2 2026.
  • Howard Financial Services sold 1,292 Southwest Airlines shares in Q2 2026, an estimated $54.3K.
  • Southwest Airlines made up 0.11% of Howard Financial Services's portfolio in Q2 2026, its #85 holding.
  • Howard Financial Services first reported a position in Southwest Airlines in Q4 2018 and has held it in 31 quarters since.
  • Howard Financial Services's Southwest Airlines position peaked at $1.18M in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.