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Larson Financial Group’s Southwest Airlines LUV Stock Holding History

Larson Financial Group’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 		$589K Buy
11,457
+5,397
+89% +$227K 0.02% 511
2026
Q1 		$228K Sell
6,060
-2,588
-30% -$117K 0.01% 678
2025
Q4 		$357K Buy
8,648
+84
+1% +$2.93K 0.01% 561
2025
Q3 		$273K Sell
8,564
-94
-1% -$3.07K 0.01% 621
2025
Q2 		$281K Buy
8,658
+5,459
+171% +$164K 0.01% 592
2025
Q1 		$107K Sell
3,199
-107
-3% -$3.39K 0.01% 777
2024
Q4 		$111K Sell
3,306
-190
-5% -$6.06K 0.01% 710
2024
Q3 		$104K Sell
3,496
-82
-2% -$2.27K 0.01% 722
2024
Q2 		$102K Sell
3,578
-141
-4% -$3.93K 0.01% 642
2024
Q1 		$109K Sell
3,719
-4,526
-55% -$140K 0.01% 526
2023
Q4 		$238K Buy
8,245
+3,194
+63% +$83.1K 0.02% 315
2023
Q3 		$137K Sell
5,051
-1,723
-25% -$56.2K 0.01% 395
2023
Q2 		$245K Buy
6,774
+172
+3% +$5.39K 0.02% 288
2023
Q1 		$215K Buy
6,602
+2,093
+46% +$71.2K 0.02% 302
2022
Q4 		$152K Buy
4,509
+1
+0% +$36 0.02% 339
2022
Q3 		$139K Buy
4,508
+253
+6% +$9.48K 0.02% 313
2022
Q2 		$154K Sell
4,255
-1,173
-22% -$50.4K 0.03% 213
2022
Q1 		$249K Sell
5,428
-520
-9% -$22.9K 0.04% 176
2021
Q4 		$255K Buy
5,948
+1,910
+47% +$89.7K 0.04% 174
2021
Q3 		$208K Sell
4,038
-750
-16% -$37.9K 0.04% 145
2021
Q2 		$254K Sell
4,788
-545
-10% -$32.7K 0.06% 107
2021
Q1 		$326K Buy
5,333
+382
+8% +$20.3K 0.1% 80
2020
Q4 		$231K Buy
4,951
+243
+5% +$10.5K 0.08% 86
2020
Q3 		$177K Sell
4,708
-949
-17% -$33.7K 0.07% 96
2020
Q2 		$193K Buy
5,657
+3,059
+118% +$97.2K 0.09% 95
2020
Q1 		$93K Buy
2,598
+2,520
+3,231% +$125K 0.06% 110
2019
Q4 		$4K Hold
78
– – ﹤0.01% 392
2019
Q3 		$4K Buy
78
+49
+169% +$2.56K ﹤0.01% 386
2019
Q2 		$1K Buy
+29
New +$1.5K ﹤0.01% 451

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Larson Financial Group's LUV Position: Q2 2026 in Review

Larson Financial Group increased its Southwest Airlines (LUV) stake by 89% in Q2 2026, buying an estimated $227K and bringing the position to 11,457 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #511.

Larson Financial Group first reported a position in LUV in Q2 2019 and has held it in 29 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Larson Financial Group held 11,457 shares of Southwest Airlines worth $589K as of Q2 2026.
  • Larson Financial Group bought 5,397 Southwest Airlines shares in Q2 2026, an estimated $227K.
  • Southwest Airlines made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #511 holding.
  • Larson Financial Group first reported a position in Southwest Airlines in Q2 2019 and has held it in 29 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.