Jacobs Levy Equity Management’s Southwest Gas SWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.6M | Buy |
271,861
+183,167
| +207% | +$15.6M | 0.1% | 195 |
|
|
2025
Q4 | $7.1M | Sell |
88,694
-4,683
| -5% | -$375K | 0.03% | 344 |
|
|
2025
Q3 | $7.32M | Buy |
93,377
+2,913
| +3% | +$227K | 0.03% | 350 |
|
|
2025
Q2 | $6.73M | Sell |
90,464
-45,662
| -34% | -$3.29M | 0.03% | 375 |
|
|
2025
Q1 | $9.77M | Sell |
136,126
-11,592
| -8% | -$858K | 0.04% | 342 |
|
|
2024
Q4 | $10.4M | Buy |
147,718
+64,412
| +77% | +$4.79M | 0.04% | 298 |
|
|
2024
Q3 | $6.14M | Buy |
83,306
+43,131
| +107% | +$3.12M | 0.02% | 409 |
|
|
2024
Q2 | $2.83M | Buy |
+40,175
| New | +$3.01M | 0.01% | 544 |
|
|
2023
Q4 | – | Sell |
-16,280
| Closed | -$983K | – | 1076 |
|
|
2023
Q3 | $983K | Sell |
16,280
-1,489
| -8% | -$95K | 0.01% | 680 |
|
|
2023
Q2 | $1.13M | Buy |
+17,769
| New | +$1.05M | 0.01% | 673 |
|
|
2022
Q3 | – | Sell |
-134,874
| Closed | -$11.7M | – | 1162 |
|
|
2022
Q2 | $11.7M | Sell |
134,874
-114,950
| -46% | -$10.1M | 0.09% | 250 |
|
|
2022
Q1 | $19.6M | Hold |
249,824
| – | – | 0.13% | 184 |
|
|
2021
Q4 | $17.5M | Buy |
249,824
+4,066
| +2% | +$280K | 0.12% | 206 |
|
|
2021
Q3 | $16.4M | Buy |
245,758
+38,122
| +18% | +$2.66M | 0.11% | 216 |
|
|
2021
Q2 | $13.7M | Buy |
207,636
+83,968
| +68% | +$5.73M | 0.09% | 240 |
|
|
2021
Q1 | $8.5M | Sell |
123,668
-4,700
| -4% | -$298K | 0.07% | 319 |
|
|
2020
Q4 | $7.8M | Buy |
128,368
+15,019
| +13% | +$990K | 0.07% | 304 |
|
|
2020
Q3 | $7.15M | Sell |
113,349
-36,875
| -25% | -$2.46M | 0.07% | 275 |
|
|
2020
Q2 | $10.4M | Sell |
150,224
-22,349
| -13% | -$1.63M | 0.11% | 210 |
|
|
2020
Q1 | $12M | Sell |
172,573
-16,369
| -9% | -$1.18M | 0.15% | 160 |
|
|
2019
Q4 | $14.4M | Buy |
188,942
+92,099
| +95% | +$7.49M | 0.14% | 178 |
|
|
2019
Q3 | $8.82M | Buy |
96,843
+2,138
| +2% | +$192K | 0.11% | 235 |
|
|
2019
Q2 | $8.49M | Buy |
94,705
+57,961
| +158% | +$4.92M | 0.12% | 228 |
|
|
2019
Q1 | $3.02M | Buy |
36,744
+15,970
| +77% | +$1.28M | 0.04% | 426 |
|
|
2018
Q4 | $1.59M | Hold |
20,774
| – | – | 0.03% | 513 |
|
|
2018
Q3 | $1.64M | Buy |
20,774
+1,990
| +11% | +$157K | 0.02% | 554 |
|
|
2018
Q2 | $1.43M | Sell |
18,784
-15,512
| -45% | -$1.13M | 0.02% | 580 |
|
|
2018
Q1 | $2.32M | Sell |
34,296
-40,788
| -54% | -$2.9M | 0.04% | 444 |
|
|
2017
Q4 | $6.04M | Buy |
75,084
+13,784
| +22% | +$1.12M | 0.11% | 245 |
|
|
2017
Q3 | $4.76M | Buy |
61,300
+4,750
| +8% | +$376K | 0.09% | 259 |
|
|
2017
Q2 | $4.13M | Buy |
56,550
+45,232
| +400% | +$3.62M | 0.09% | 267 |
|
|
2017
Q1 | $938K | Sell |
11,318
-8,552
| -43% | -$697K | 0.02% | 567 |
|
|
2016
Q4 | $1.52M | Sell |
19,870
-20,605
| -51% | -$1.49M | 0.03% | 465 |
|
|
2016
Q3 | $2.83M | Buy |
+40,475
| New | +$2.98M | 0.05% | 359 |
|
|
2016
Q1 | – | Sell |
-19,430
| Closed | -$1.07M | – | 1178 |
|
|
2015
Q4 | $1.07M | Sell |
19,430
-620
| -3% | -$35.4K | 0.02% | 438 |
|
|
2015
Q3 | $1.17M | Hold |
20,050
| – | – | 0.02% | 453 |
|
|
2015
Q2 | $1.07M | Hold |
20,050
| – | – | 0.02% | 459 |
|
|
2015
Q1 | $1.17M | Sell |
20,050
-12,560
| -39% | -$742K | 0.02% | 450 |
|
|
2014
Q4 | $2.02M | Sell |
32,610
-15,790
| -33% | -$896K | 0.03% | 378 |
|
|
2014
Q3 | $2.35M | Buy |
+48,400
| New | +$2.47M | 0.04% | 367 |
|
|
2013
Q4 | – | Sell |
-67,572
| Closed | -$3.38M | – | 1031 |
|
|
2013
Q3 | $3.38M | Buy |
67,572
+360
| +0.5% | +$17.5K | 0.06% | 341 |
|
|
2013
Q2 | $3.15M | Buy |
+67,212
| New | +$3.27M | 0.06% | 341 |
|
Other funds holding SWX
CM
VPM
VCM
MC
Jacobs Levy Equity Management's SWX Position: Q1 2026 in Review
Jacobs Levy Equity Management increased its Southwest Gas (SWX) stake by 207% in Q1 2026, buying an estimated $15.6M and bringing the position to 271,861 shares worth $23.6M. The position accounts for 0.1% of the portfolio, ranked #195.
Jacobs Levy Equity Management first reported a position in SWX in Q2 2013 and has held it in 42 quarters since. 395 funds tracked by Wall St. Rank hold SWX as of Q1 2026.
- Jacobs Levy Equity Management held 271,861 shares of Southwest Gas worth $23.6M as of Q1 2026.
- Jacobs Levy Equity Management bought 183,167 Southwest Gas shares in Q1 2026, an estimated $15.6M.
- Southwest Gas made up 0.1% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #195 holding.
- Jacobs Levy Equity Management first reported a position in Southwest Gas in Q2 2013 and has held it in 42 quarters since.
- 395 funds tracked by Wall St. Rank held Southwest Gas as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.