LIS
LUV icon

Legacy Investment Solutions’s Southwest Airlines LUV Stock Holding History

Legacy Investment Solutions’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
Q2 		$7.11K Buy
+219
New +$6.6K ﹤0.01% 358
2024
Q4 		$6.79K Hold
219
– – ﹤0.01% 346
2024
Q3 		$7.09K Buy
+219
New +$6.06K ﹤0.01% 357

Other funds holding LUV

Vanguard Group
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Legacy Investment Solutions's LUV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Southwest Airlines (LUV) in Q2 2025: 219 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LUV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LUV in Q3 2024 and has held it in 3 quarters since. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Legacy Investment Solutions held 219 shares of Southwest Airlines worth $7.11K as of Q2 2025.
  • Southwest Airlines was a new Legacy Investment Solutions position in Q2 2025.
  • Southwest Airlines made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #358 holding.
  • Legacy Investment Solutions first reported a position in Southwest Airlines in Q3 2024 and has held it in 3 quarters since.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.