LFA
LUV icon

LGT Financial Advisors’s Southwest Airlines LUV Stock Holding History

LGT 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
2026
Q2 		$5.47K Hold
106
– – 0.03% 180
2026
Q1 		$3.98K Sell
106
-126
-54% -$5.69K 0.02% 211
2025
Q4 		$9.59K Hold
232
– – 0.06% 143
2025
Q3 		$7.41K Buy
232
+2
+0.9% +$65 0.02% 262
2025
Q2 		$7.47K Hold
230
– – 0.02% 241
2025
Q1 		$7.71K Buy
230
+1
+0.4% +$32 0.02% 186
2024
Q4 		$7.71K Hold
229
– – 0.02% 486
2024
Q3 		$6.79K Sell
229
-324
-59% -$8.97K 0.02% 476
2024
Q2 		$15.8K Sell
553
-253
-31% -$7.06K 0.03% 367
2024
Q1 		$23.5K Buy
806
+5
+0.6% +$155 0.03% 333
2023
Q4 		$23.1K Hold
801
– – 0.03% 322
2023
Q3 		$21.7K Buy
+801
New +$26.1K 0.03% 327

Other funds holding LUV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

LGT Financial Advisors's LUV Position: Q2 2026 in Review

LGT Financial Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 106 shares worth $5.47K. The position accounts for 0.03% of the portfolio, ranked #180.

LGT Financial Advisors first reported a position in LUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.5K in Q1 2024. 430 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • LGT Financial Advisors held 106 shares of Southwest Airlines worth $5.47K as of Q2 2026.
  • LGT Financial Advisors left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.03% of LGT Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • LGT Financial Advisors first reported a position in Southwest Airlines in Q3 2023 and has held it in 12 quarters since.
  • LGT Financial Advisors's Southwest Airlines position peaked at $23.5K in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.