LIA
LUV icon

LBMC Investment Advisors’s Southwest Airlines LUV Stock Holding History

LBMC Investment 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
2026
Q1 		– Sell
-6,336
Closed -$262K – 234
2025
Q4 		$262K Hold
6,336
– – 0.02% 203
2025
Q3 		$202K Sell
6,336
-122
-2% -$3.99K 0.01% 230
2025
Q2 		$209K Buy
6,458
+18
+0.3% +$542 0.01% 202
2025
Q1 		$216K Buy
6,440
+18
+0.3% +$570 0.02% 191
2024
Q4 		$216K Buy
+6,422
New +$205K 0.02% 188
2021
Q3 		– Sell
-6,404
Closed -$340K – 166
2021
Q2 		$340K Buy
6,404
+100
+2% +$5.99K 0.03% 112
2021
Q1 		$385K Buy
6,304
+383
+6% +$20.4K 0.04% 96
2020
Q4 		$276K Buy
5,921
+250
+4% +$10.8K 0.03% 101
2020
Q3 		$213K Buy
+5,671
New +$201K 0.03% 111

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VCM
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EIM
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State Street
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BlackRock
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VPM
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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 $431B AUM 30.22% 1-Year Est. Return