Lauterbach Financial Advisors’s Southwest Airlines LUV Stock Holding History

Lauterbach Financial 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
2025 Q4	–	Sell	-8,038	Closed	-$256K	–	85
2025 Q3	$256K	Hold	8,038	–	–	0.13%	71
2025 Q2	$261K	Hold	8,038	–	–	0.14%	70
2025 Q1	$270K	Hold	8,038	–	–	0.17%	61
2024 Q4	$270K	Hold	8,038	–	–	0.16%	56
2024 Q3	$238K	Hold	8,038	–	–	0.14%	61
2024 Q2	$201K	Hold	8,038	–	–	0.13%	62
2024 Q1	$235K	Hold	8,038	–	–	0.15%	60
2023 Q4	$232K	Hold	8,038	–	–	0.16%	59
2023 Q3	$218K	Hold	8,038	–	–	0.17%	56
2023 Q2	$291K	Buy	8,038 +1,000	+14%	+$31.4K	0.22%	45
2023 Q1	$229K	Hold	7,038	–	–	0.19%	51
2022 Q4	$237K	Hold	7,038	–	–	0.21%	46
2022 Q3	$217K	Buy	+7,038	New	+$264K	0.22%	47

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lauterbach Financial Advisors's LUV Position: Q4 2025 in Review

Lauterbach Financial Advisors sold out of Southwest Airlines (LUV) in Q4 2025, closing a stake of 8,038 shares — an estimated $256K sold.

Lauterbach Financial Advisors first reported a position in LUV in Q3 2022 and held it in 13 quarters. The position peaked at $291K in Q2 2023. 848 funds tracked by Wall St. Rank hold LUV as of Q4 2025.

Lauterbach Financial Advisors reported no remaining Southwest Airlines position as of Q4 2025 after selling out during the quarter.
Lauterbach Financial Advisors sold 8,038 Southwest Airlines shares in Q4 2025, an estimated $256K.
Lauterbach Financial Advisors first reported a position in Southwest Airlines in Q3 2022 and held it in 13 quarters.
Lauterbach Financial Advisors's Southwest Airlines position peaked at $291K in Q2 2023.
848 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2025.

Based on Lauterbach Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.