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
2021
Q2 		– Sell
-5,700
Closed -$348K – 929
2021
Q1 		$348K Hold
5,700
– – 0.01% 612
2020
Q4 		$265K Hold
5,700
– – 0.01% 664
2020
Q3 		$213K Buy
+5,700
New +$203K 0.01% 575

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BlackRock
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State Street
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EIM
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Vanguard Portfolio Management
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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Lido Advisors's LUV Position: Q2 2026 in Review

Lido Advisors increased its Southwest Airlines (LUV) stake by 33% in Q2 2026, buying an estimated $371K and bringing the position to 35,751 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #831.

Lido Advisors first reported a position in LUV in Q1 2016 and has held it in 36 quarters since. The position peaked at $7.52M in Q1 2024. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Lido Advisors held 35,751 shares of Southwest Airlines worth $1.84M as of Q2 2026.
  • Lido Advisors bought 8,836 Southwest Airlines shares in Q2 2026, an estimated $371K.
  • Southwest Airlines made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #831 holding.
  • Lido Advisors first reported a position in Southwest Airlines in Q1 2016 and has held it in 36 quarters since.
  • Lido Advisors's Southwest Airlines position peaked at $7.52M in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.