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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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. 932 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.
  • 932 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.