LHWM
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Lake Hills Wealth Management’s Southwest Airlines LUV Stock Holding History

Lake Hills Wealth 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 		– Sell
-8,104
Closed -$304K – 77
2026
Q1 		$304K Buy
+8,104
New +$366K 0.17% 47

Other funds holding LUV

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lake Hills Wealth Management's LUV Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 8,104 shares — an estimated $304K sold.

Lake Hills Wealth Management first reported a position in LUV in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 337 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Lake Hills Wealth Management reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 8,104 Southwest Airlines shares in Q2 2026, an estimated $304K.
  • Lake Hills Wealth Management first reported a position in Southwest Airlines in Q1 2026 and held it in 1 quarter.
  • Lake Hills Wealth Management's Southwest Airlines position peaked at $304K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.