James T. Borello
LUV icon

James T. Borello’s Southwest Airlines LUV Stock Holding History

James T. Borello’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 		$52.3K Sell
1,255
-25
-2% -$1.1K 0.01% 244
2026
Q2 		$65.8K Buy
1,280
+65
+5% +$2.73K 0.01% 208
2026
Q1 		$45.6K Buy
1,215
+154
+15% +$6.95K 0.01% 234
2025
Q4 		$43.9K Sell
1,061
-72
-6% -$2.52K 0.01% 191
2025
Q3 		$36.2K Buy
1,133
+109
+11% +$3.56K 0.01% 179
2025
Q2 		$33.2K Hold
1,024
– – 0.01% 160
2025
Q1 		$34.4K Hold
1,024
– – 0.01% 135
2024
Q4 		$34.4K Hold
1,024
– – 0.01% 118
2024
Q3 		$30.3K Hold
1,024
– – 0.01% 110
2024
Q2 		$29.3K Hold
1,024
– – 0.01% 107
2024
Q1 		$29.9K Hold
1,024
– – 0.01% 104
2023
Q4 		$29.6K Buy
+1,024
New +$26.6K 0.02% 81

Other funds holding LUV

U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

James T. Borello's LUV Position: Q3 2026 in Review

James T. Borello reduced its Southwest Airlines (LUV) stake by 2% in Q3 2026, selling an estimated $1.1K and leaving 1,255 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #244.

James T. Borello first reported a position in LUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $65.8K in Q2 2026. 321 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • James T. Borello held 1,255 shares of Southwest Airlines worth $52.3K as of Q3 2026.
  • James T. Borello sold 25 Southwest Airlines shares in Q3 2026, an estimated $1.1K.
  • Southwest Airlines made up 0.01% of James T. Borello's portfolio in Q3 2026, its #244 holding.
  • James T. Borello first reported a position in Southwest Airlines in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello's Southwest Airlines position peaked at $65.8K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.