LFS
LUV icon

Leibman Financial Services’s Southwest Airlines LUV Stock Holding History

Leibman Financial Services’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 		– Sell
-13,843
Closed -$465K – 53
2025
Q1 		$465K Sell
13,843
-96,044
-87% -$3.04M 0.36% 46
2024
Q4 		$3.69M Sell
109,887
-47,558
-30% -$1.52M 2.7% 11
2024
Q3 		$4.67M Buy
157,445
+3,594
+2% +$99.5K 3.31% 9
2024
Q2 		$4.4M Buy
153,851
+16,363
+12% +$457K 3.26% 11
2024
Q1 		$4.01M Sell
137,488
-16,502
-11% -$511K 3.08% 12
2023
Q4 		$4.45M Buy
+153,990
New +$4.01M 3.7% 4

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

Leibman Financial Services's LUV Position: Q2 2025 in Review

Leibman Financial Services sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 13,843 shares — an estimated $465K sold.

Leibman Financial Services first reported a position in LUV in Q4 2023 and held it in 6 quarters. The position peaked at $4.67M in Q3 2024. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Leibman Financial Services reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Leibman Financial Services sold 13,843 Southwest Airlines shares in Q2 2025, an estimated $465K.
  • Leibman Financial Services first reported a position in Southwest Airlines in Q4 2023 and held it in 6 quarters.
  • Leibman Financial Services's Southwest Airlines position peaked at $4.67M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Leibman Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.