IFS Advisors’s Southwest Airlines LUV Stock Holding History

IFS 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 Q3	$12.3K	Hold	296	–	–	﹤0.01%	296
2026 Q2	$15.2K	Hold	296	–	–	0.01%	108
2026 Q1	$11.1K	Hold	296	–	–	0.01%	120
2025 Q4	$12.2K	Hold	296	–	–	0.01%	91
2025 Q3	$9.44K	Hold	296	–	–	0.01%	104
2025 Q2	$9.6K	Hold	296	–	–	0.01%	92
2025 Q1	$9.9K	Hold	296	–	–	0.01%	98
2024 Q4	$10K	Hold	296	–	–	0.01%	90
2024 Q3	$8.77K	Hold	296	–	–	0.01%	81
2024 Q2	$8.47K	Hold	296	–	–	0.01%	77
2024 Q1	$8.64K	Hold	296	–	–	0.01%	77
2023 Q4	$8.55K	Hold	296	–	–	0.01%	70
2023 Q3	$8.01K	Hold	296	–	–	0.01%	69
2023 Q2	$10.7K	Buy	296 +104	+54%	+$3.26K	0.03%	55
2023 Q1	$6.25K	Hold	192	–	–	0.03%	60
2022 Q4	$6.46K	Hold	192	–	–	0.01%	67
2022 Q3	$5K	Hold	192	–	–	0.01%	63
2022 Q2	$6K	Hold	192	–	–	0.02%	61
2022 Q1	$8K	Hold	192	–	–	0.01%	65
2021 Q4	$8K	Buy	+192	New	+$9.01K	0.01%	74
2021 Q1	–	Sell	-192	Closed	-$8K	–	91
2020 Q4	$8K	Buy	+192	New	+$8.32K	0.01%	112

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IFS Advisors's LUV Position: Q3 2026 in Review

IFS Advisors held its Southwest Airlines (LUV) position steady in Q3 2026 at 296 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

IFS Advisors first reported a position in LUV in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.2K in Q2 2026. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

IFS Advisors held 296 shares of Southwest Airlines worth $12.3K as of Q3 2026.
IFS Advisors left its Southwest Airlines share count unchanged in Q3 2026.
Southwest Airlines made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #296 holding.
IFS Advisors first reported a position in Southwest Airlines in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Southwest Airlines position peaked at $15.2K in Q2 2026.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.