Janney Montgomery Scott
LUV icon

Janney Montgomery Scott’s Southwest Airlines LUV Stock Holding History

Janney Montgomery Scott’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
Q1 		$1.27M Buy
33,920
+14,092
+71% +$636K ﹤0.01% 1518
2025
Q4 		$819K Buy
19,828
+4,100
+26% +$143K ﹤0.01% 1854
2025
Q3 		$502K Buy
15,728
+4,230
+37% +$138K ﹤0.01% 2140
2025
Q2 		$373K Buy
11,498
+1,136
+11% +$34.2K ﹤0.01% 2203
2025
Q1 		$348K Sell
10,362
-189
-2% -$5.99K ﹤0.01% 2216
2024
Q4 		$355K Buy
10,551
+962
+10% +$30.7K ﹤0.01% 2203
2024
Q3 		$284K Sell
9,589
-1,580
-14% -$43.7K ﹤0.01% 2322
2024
Q2 		$320K Sell
11,169
-1,624
-13% -$45.3K ﹤0.01% 2177
2024
Q1 		$373K Sell
12,793
-9,893
-44% -$306K ﹤0.01% 2193
2023
Q4 		$655K Sell
22,686
-3,752
-14% -$97.6K ﹤0.01% 1707
2023
Q3 		$716K Sell
26,438
-43,681
-62% -$1.43M ﹤0.01% 1540
2023
Q2 		$2.54M Buy
70,119
+8,065
+13% +$253K 0.01% 969
2023
Q1 		$2.02M Buy
62,054
+22,269
+56% +$757K 0.01% 974
2022
Q4 		$1.34M Sell
39,785
-14,502
-27% -$523K 0.01% 1222
2022
Q3 		$1.67M Buy
54,287
+21,431
+65% +$803K 0.01% 1050
2022
Q2 		$1.2M Buy
32,856
+5,263
+19% +$226K 0.01% 1151
2022
Q1 		$1.26M Sell
27,593
-3,610
-12% -$159K 0.01% 1130
2021
Q4 		$1.34M Sell
31,203
-4,553
-13% -$214K 0.01% 1178
2021
Q3 		$1.84M Sell
35,756
-10,543
-23% -$533K 0.01% 990
2021
Q2 		$2.46M Sell
46,299
-100,843
-69% -$6.04M 0.01% 851
2021
Q1 		$8.98M Sell
147,142
-39,170
-21% -$2.08M 0.04% 354
2020
Q4 		$8.68M Buy
186,312
+53,604
+40% +$2.32M 0.04% 361
2020
Q3 		$4.98M Buy
132,708
+82,925
+167% +$2.95M 0.03% 483
2020
Q2 		$1.7M Buy
49,783
+2,538
+5% +$80.7K 0.01% 826
2020
Q1 		$1.68M Sell
47,245
-17,094
-27% -$847K 0.01% 759
2019
Q4 		$3.47M Buy
64,339
+293
+0.5% +$16.2K 0.02% 583
2019
Q3 		$3.46M Sell
64,046
-1,119
-2% -$58.5K 0.03% 557
2019
Q2 		$3.31M Buy
65,165
+5,005
+8% +$259K 0.03% 547
2019
Q1 		$3.12M Sell
60,160
-13,885
-19% -$733K 0.03% 546
2018
Q4 		$3.44M Sell
74,045
-1,472
-2% -$78.2K 0.03% 463
2018
Q3 		$4.72M Sell
75,517
-238
-0.3% -$13.9K 0.04% 422
2018
Q2 		$3.85M Buy
75,755
+5,766
+8% +$304K 0.04% 445
2018
Q1 		$4.01M Buy
69,989
+15,712
+29% +$944K 0.04% 427
2017
Q4 		$3.55M Sell
54,277
-5,827
-10% -$343K 0.04% 455
2017
Q3 		$3.37M Buy
60,104
+30,132
+101% +$1.69M 0.04% 431
2017
Q2 		$1.86M Sell
29,972
-1,088
-4% -$63.3K 0.02% 602
2017
Q1 		$1.67M Buy
31,060
+436
+1% +$23.4K 0.02% 635
2016
Q4 		$1.53M Sell
30,624
-755
-2% -$33.8K 0.02% 604
2016
Q3 		$1.22M Sell
31,379
-136,483
-81% -$5.19M 0.02% 581
2016
Q2 		$6.58M Buy
167,862
+83,799
+100% +$3.59M 0.13% 146
2016
Q1 		$3.77M Buy
84,063
+15,163
+22% +$617K 0.1% 208
2015
Q4 		$2.97M Buy
68,900
+4,823
+8% +$214K 0.08% 268
2015
Q3 		$2.44M Buy
64,077
+7,597
+13% +$280K 0.07% 293
2015
Q2 		$1.87M Buy
56,480
+38,025
+206% +$1.49M 0.04% 509
2015
Q1 		$818K Buy
18,455
+12,336
+202% +$539K 0.02% 1014
2014
Q4 		$259K Sell
6,119
-5,700
-48% -$213K 0.01% 1792
2014
Q3 		$399K Buy
11,819
+3,897
+49% +$119K 0.01% 1444
2014
Q2 		$213K Buy
+7,922
New +$200K ﹤0.01% 1903
2013
Q4 		– Sell
-16,881
Closed -$246K – 2035
2013
Q3 		$246K Sell
16,881
-9,040
-35% -$123K 0.01% 1491
2013
Q2 		$334K Buy
+25,921
New +$353K 0.03% 504

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott's LUV Position: Q1 2026 in Review

Janney Montgomery Scott increased its Southwest Airlines (LUV) stake by 71% in Q1 2026, buying an estimated $636K and bringing the position to 33,920 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Janney Montgomery Scott first reported a position in LUV in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.98M in Q1 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Janney Montgomery Scott held 33,920 shares of Southwest Airlines worth $1.27M as of Q1 2026.
  • Janney Montgomery Scott bought 14,092 Southwest Airlines shares in Q1 2026, an estimated $636K.
  • Southwest Airlines made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1518 holding.
  • Janney Montgomery Scott first reported a position in Southwest Airlines in Q2 2013 and has held it in 50 quarters since.
  • Janney Montgomery Scott's Southwest Airlines position peaked at $8.98M in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.