Howard Financial Services
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
Q3 		$740K Buy
17,765
+150
+0.9% +$6.58K 0.08% 104
2026
Q2 		$906K Sell
17,615
-5,292
-23% -$222K 0.1% 93
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% -$9.8K 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% +$63.8K 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% +$9.9K 0.72% 32
2018
Q4 		$899K Buy
+19,348
New +$1.03M 0.69% 29

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Primecap Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Financial Services's LUV Position: Q3 2026 in Review

Howard Financial Services increased its Southwest Airlines (LUV) stake by 0.85% in Q3 2026, buying an estimated $6.58K and bringing the position to 17,765 shares worth $740K. The position accounts for 0.08% of the portfolio, ranked #104.

Howard Financial Services first reported a position in LUV in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.18M in Q1 2021. 728 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Howard Financial Services held 17,765 shares of Southwest Airlines worth $740K as of Q3 2026.
  • Howard Financial Services bought 150 Southwest Airlines shares in Q3 2026, an estimated $6.58K.
  • Southwest Airlines made up 0.08% of Howard Financial Services's portfolio in Q3 2026, its #104 holding.
  • Howard Financial Services first reported a position in Southwest Airlines in Q4 2018 and has held it in 32 quarters since.
  • Howard Financial Services's Southwest Airlines position peaked at $1.18M in Q1 2021.
  • 728 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.