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Indiana Trust & Investment Management’s Southwest Airlines LUV Stock Holding History

Indiana Trust & Investment Management’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 		$12.9K Hold
250
– – ﹤0.01% 400
2026
Q1 		$9.39K Hold
250
– – ﹤0.01% 411
2025
Q4 		$10.3K Hold
250
– – ﹤0.01% 402
2025
Q3 		$7.98K Hold
250
– – ﹤0.01% 404
2025
Q2 		$8.11K Hold
250
– – ﹤0.01% 412
2025
Q1 		$8.39K Hold
250
– – ﹤0.01% 399
2024
Q4 		$8.4K Hold
250
– – ﹤0.01% 405
2024
Q3 		$7.41K Hold
250
– – ﹤0.01% 429
2024
Q2 		$7.15K Hold
250
– – ﹤0.01% 407
2024
Q1 		$7.3K Sell
250
-180
-42% -$5.57K ﹤0.01% 406
2023
Q4 		$12.4K Hold
430
– – 0.01% 341
2023
Q3 		$11.6K Buy
+430
New +$14K 0.01% 349
2014
Q1 		– Sell
-1,305
Closed -$24K – 185
2013
Q4 		$24K Hold
1,305
– – 0.01% 211
2013
Q3 		$19K Buy
+1,305
New +$17.8K 0.01% 223

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
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Indiana Trust & Investment Management's LUV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 250 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Indiana Trust & Investment Management first reported a position in LUV in Q3 2013 and has held it in 14 quarters since. The position peaked at $24K in Q4 2013. 356 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Indiana Trust & Investment Management held 250 shares of Southwest Airlines worth $12.9K as of Q2 2026.
  • Indiana Trust & Investment Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #400 holding.
  • Indiana Trust & Investment Management first reported a position in Southwest Airlines in Q3 2013 and has held it in 14 quarters since.
  • Indiana Trust & Investment Management's Southwest Airlines position peaked at $24K in Q4 2013.
  • 356 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.