KA
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Kercheville Advisors’s Southwest Airlines LUV Stock Holding History

Kercheville Advisors’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 		$3.39M Sell
90,174
-39,350
-30% -$1.78M 1.08% 28
2025
Q4 		$5.5M Buy
129,524
+68,350
+112% +$2.39M 1.44% 22
2025
Q3 		$1.95M Buy
61,174
+6,320
+12% +$207K 0.59% 35
2025
Q2 		$1.78M Sell
54,854
-16,766
-23% -$505K 0.61% 35
2025
Q1 		$2.4M Sell
71,620
-4,400
-6% -$139K 0.98% 28
2024
Q4 		$2.56M Sell
76,020
-100
-0.1% -$3.19K 0.99% 25
2024
Q3 		$2.26M Sell
76,120
-20,500
-21% -$568K 0.95% 24
2024
Q2 		$2.76M Buy
96,620
+26,200
+37% +$731K 1.2% 26
2024
Q1 		$2.06M Buy
70,420
+189
+0.3% +$5.85K 0.97% 28
2023
Q4 		$2.03M Sell
70,231
-10,300
-13% -$268K 1.14% 26
2023
Q3 		$2.18M Sell
80,531
-32,860
-29% -$1.07M 1.38% 24
2023
Q2 		$4.11M Buy
113,391
+35,100
+45% +$1.1M 2.49% 16
2023
Q1 		$2.55M Sell
78,291
-3,599
-4% -$122K 1.75% 20
2022
Q4 		$2.76M Buy
81,890
+3,100
+4% +$112K 1.9% 21
2022
Q3 		$2.43M Sell
78,790
-1,100
-1% -$41.2K 2.49% 13
2022
Q2 		$2.89M Buy
79,890
+2,100
+3% +$90.3K 1.89% 16
2022
Q1 		$3.56M Sell
77,790
-3,350
-4% -$147K 1.69% 15
2021
Q4 		$3.48M Buy
81,140
+9,700
+14% +$455K 1.52% 17
2021
Q3 		$3.67M Buy
71,440
+490
+0.7% +$24.7K 1.74% 14
2021
Q2 		$3.77M Sell
70,950
-2,275
-3% -$136K 1.74% 14
2021
Q1 		$4.46M Buy
73,225
+2,775
+4% +$148K 2.24% 12
2020
Q4 		$3.29M Buy
+70,450
New +$3.05M 1.79% 16

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

Kercheville Advisors's LUV Position: Q1 2026 in Review

Kercheville Advisors reduced its Southwest Airlines (LUV) stake by 30% in Q1 2026, selling an estimated $1.78M and leaving 90,174 shares worth $3.39M. The position accounts for 1.08% of the portfolio, ranked #28.

Kercheville Advisors first reported a position in LUV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.5M in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Kercheville Advisors held 90,174 shares of Southwest Airlines worth $3.39M as of Q1 2026.
  • Kercheville Advisors sold 39,350 Southwest Airlines shares in Q1 2026, an estimated $1.78M.
  • Southwest Airlines made up 1.08% of Kercheville Advisors's portfolio in Q1 2026, its #28 holding.
  • Kercheville Advisors first reported a position in Southwest Airlines in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's Southwest Airlines position peaked at $5.5M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.