LFG
LUV icon

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
2020
Q3 		– Sell
-2,500
Closed -$1K – 790
2020
Q2 		$1K Buy
+2,500
New +$79.4K ﹤0.01% 629

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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

Larson Financial Group's LUV Position: Q1 2026 in Review

Larson Financial Group reduced its Southwest Airlines (LUV) stake by 30% in Q1 2026, selling an estimated $117K and leaving 6,060 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #678.

Larson Financial Group first reported a position in LUV in Q2 2019 and has held it in 28 quarters since. The position peaked at $357K in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Larson Financial Group held 6,060 shares of Southwest Airlines worth $228K as of Q1 2026.
  • Larson Financial Group sold 2,588 Southwest Airlines shares in Q1 2026, an estimated $117K.
  • Southwest Airlines made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #678 holding.
  • Larson Financial Group first reported a position in Southwest Airlines in Q2 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Southwest Airlines position peaked at $357K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.