Institute for Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $831K | Sell |
16,156
-80
| -0.5% | -$3.36K | 0.07% | 232 |
|
|
2026
Q1 | $610K | Hold |
16,236
| – | – | 0.07% | 277 |
|
|
2025
Q4 | $671K | Sell |
16,236
-82
| -0.5% | -$2.86K | 0.07% | 255 |
|
|
2025
Q3 | $521K | Sell |
16,318
-173
| -1% | -$5.66K | 0.05% | 318 |
|
|
2025
Q2 | $535K | Buy |
16,491
+5,496
| +50% | +$166K | 0.06% | 300 |
|
|
2025
Q1 | $369K | Sell |
10,995
-60
| -0.5% | -$1.9K | 0.05% | 361 |
|
|
2024
Q4 | $372K | Buy |
11,055
+19
| +0.2% | +$606 | 0.05% | 355 |
|
|
2024
Q3 | $327K | Buy |
+11,036
| New | +$306K | 0.04% | 395 |
|
|
2023
Q4 | – | Sell |
-9,794
| Closed | -$265K | – | 490 |
|
|
2023
Q3 | $265K | Sell |
9,794
-45
| -0.5% | -$1.47K | 0.05% | 373 |
|
|
2023
Q2 | $356K | Sell |
9,839
-217
| -2% | -$6.8K | 0.06% | 327 |
|
|
2023
Q1 | $327K | Sell |
10,056
-876
| -8% | -$29.8K | 0.06% | 329 |
|
|
2022
Q4 | $368K | Sell |
10,932
-3,670
| -25% | -$132K | 0.08% | 319 |
|
|
2022
Q3 | $450K | Sell |
14,602
-110
| -0.7% | -$4.12K | 0.1% | 259 |
|
|
2022
Q2 | $531K | Sell |
14,712
-100
| -0.7% | -$4.3K | 0.1% | 258 |
|
|
2022
Q1 | $678K | Buy |
14,812
+36
| +0.2% | +$1.58K | 0.11% | 230 |
|
|
2021
Q4 | $633K | Sell |
14,776
-1,369
| -8% | -$64.3K | 0.1% | 236 |
|
|
2021
Q3 | $830K | Sell |
16,145
-100
| -0.6% | -$5.05K | 0.15% | 179 |
|
|
2021
Q2 | $862K | Sell |
16,245
-113
| -0.7% | -$6.77K | 0.15% | 179 |
|
|
2021
Q1 | $999K | Sell |
16,358
-19
| -0.1% | -$1.01K | 0.19% | 142 |
|
|
2020
Q4 | $763K | Sell |
16,377
-1,297
| -7% | -$56.2K | 0.15% | 171 |
|
|
2020
Q3 | $663K | Sell |
17,674
-474
| -3% | -$16.8K | 0.15% | 173 |
|
|
2020
Q2 | $620K | Buy |
18,148
+506
| +3% | +$16.1K | 0.15% | 188 |
|
|
2020
Q1 | $628K | Sell |
17,642
-781
| -4% | -$38.7K | 0.19% | 145 |
|
|
2019
Q4 | $994K | Buy |
18,423
+2,002
| +12% | +$111K | 0.22% | 121 |
|
|
2019
Q3 | $887K | Sell |
16,421
-1,453
| -8% | -$76K | 0.22% | 136 |
|
|
2019
Q2 | $908K | Sell |
17,874
-318
| -2% | -$16.5K | 0.2% | 145 |
|
|
2019
Q1 | $944K | Buy |
+18,192
| New | +$960K | 0.21% | 134 |
|
|
2018
Q4 | – | Sell |
-19,580
| Closed | -$1.21M | – | 311 |
|
|
2018
Q3 | $1.21M | Sell |
19,580
-80
| -0.4% | -$4.68K | 0.41% | 88 |
|
|
2018
Q2 | $1M | Buy |
19,660
+296
| +2% | +$15.6K | 0.32% | 110 |
|
|
2018
Q1 | $1.02M | Sell |
19,364
-2,749
| -12% | -$165K | 0.3% | 119 |
|
|
2017
Q4 | $1.45M | Buy |
22,113
+2,658
| +14% | +$156K | 0.33% | 89 |
|
|
2017
Q3 | $1.09M | Buy |
19,455
+108
| +0.6% | +$6.06K | 0.35% | 93 |
|
|
2017
Q2 | $1.2M | Buy |
+19,347
| New | +$1.13M | 0.33% | 86 |
|
Other funds holding LUV
EIM
Institute for Wealth Management's LUV Position: Q2 2026 in Review
Institute for Wealth Management reduced its Southwest Airlines (LUV) stake by 0.49% in Q2 2026, selling an estimated $3.36K and leaving 16,156 shares worth $831K. The position accounts for 0.07% of the portfolio, ranked #232.
Institute for Wealth Management first reported a position in LUV in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.45M in Q4 2017. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.
- Institute for Wealth Management held 16,156 shares of Southwest Airlines worth $831K as of Q2 2026.
- Institute for Wealth Management sold 80 Southwest Airlines shares in Q2 2026, an estimated $3.36K.
- Southwest Airlines made up 0.07% of Institute for Wealth Management's portfolio in Q2 2026, its #232 holding.
- Institute for Wealth Management first reported a position in Southwest Airlines in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Southwest Airlines position peaked at $1.45M in Q4 2017.
- 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.