LIA
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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

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

LBMC Investment Advisors's LUV Position: Q1 2026 in Review

LBMC Investment Advisors sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 6,336 shares — an estimated $262K sold.

LBMC Investment Advisors first reported a position in LUV in Q3 2020 and held it in 9 quarters. The position peaked at $385K in Q1 2021. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • LBMC Investment Advisors reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • LBMC Investment Advisors sold 6,336 Southwest Airlines shares in Q1 2026, an estimated $262K.
  • LBMC Investment Advisors first reported a position in Southwest Airlines in Q3 2020 and held it in 9 quarters.
  • LBMC Investment Advisors's Southwest Airlines position peaked at $385K in Q1 2021.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.