JRPIM
LUV icon

Journey Retirement Planning & Investment Management’s Southwest Airlines LUV Stock Holding History

Journey Retirement Planning & 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 		$269K Buy
+5,236
New +$220K 0.21% 119
2026
Q1 		– Sell
-12,231
Closed -$506K – 191
2025
Q4 		$506K Buy
+12,231
New +$427K 0.1% 146

Other funds holding LUV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Retirement Planning & Investment Management's LUV Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 5,236 shares worth $269K. The stake represents 0.21% of the portfolio and ranks #119 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in LUV as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in LUV in Q4 2025 and has held it in 2 quarters since. The position peaked at $506K in Q4 2025. 463 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,236 shares of Southwest Airlines worth $269K as of Q2 2026.
  • Southwest Airlines was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Southwest Airlines made up 0.21% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #119 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Southwest Airlines in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Southwest Airlines position peaked at $506K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.