Lido Advisors
LUV icon

Lido Advisors’s Southwest Airlines LUV Stock Holding History

Lido 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
2024
Q1 		– Sell
-2,700
Closed -$78K – 1439
2023
Q4 		$78K Hold
2,700
– – ﹤0.01% 1298
2023
Q3 		$73.1K Buy
2,700
+1,300
+93% +$42.4K ﹤0.01% 1153
2023
Q2 		$50.7K Hold
1,400
– – ﹤0.01% 1183
2023
Q1 		$45.6K Hold
1,400
– – ﹤0.01% 1121
2022
Q4 		$47.1K Buy
+1,400
New +$50.5K ﹤0.01% 994

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's LUV Position: Q1 2026 in Review

Lido Advisors reduced its Southwest Airlines (LUV) stake by 22% in Q1 2026, selling an estimated $337K and leaving 26,915 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Lido Advisors first reported a position in LUV in Q1 2016 and has held it in 35 quarters since. The position peaked at $7.52M in Q1 2024. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Lido Advisors held 26,915 shares of Southwest Airlines worth $1.01M as of Q1 2026.
  • Lido Advisors sold 7,461 Southwest Airlines shares in Q1 2026, an estimated $337K.
  • Southwest Airlines made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #960 holding.
  • Lido Advisors first reported a position in Southwest Airlines in Q1 2016 and has held it in 35 quarters since.
  • Lido Advisors's Southwest Airlines position peaked at $7.52M in Q1 2024.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.