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Lloyd Advisory Services’s Southwest Airlines LUV Stock Holding History

Lloyd Advisory 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
2026
Q1 		– Hold
0
– – – 853
2023
Q4 		– Sell
-17,299
Closed -$468K – 249
2023
Q3 		$468K Buy
+17,299
New +$564K 0.15% 135
2021
Q2 		– Sell
-223
Closed -$14K – 414
2021
Q1 		$14K Sell
223
-37
-14% -$1.97K 0.01% 227
2020
Q4 		$12K Buy
+260
New +$11.3K 0.01% 193

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Franklin Resources
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lloyd Advisory Services's LUV Position: Q1 2026 in Review

Lloyd Advisory Services held its Southwest Airlines (LUV) position steady in Q1 2026 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Lloyd Advisory Services first reported a position in LUV in Q4 2020 and has held it in 3 quarters since. The position peaked at $468K in Q3 2023. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Lloyd Advisory Services held 0 shares of Southwest Airlines worth $3 as of Q1 2026.
  • Lloyd Advisory Services left its Southwest Airlines share count unchanged in Q1 2026.
  • Southwest Airlines made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #853 holding.
  • Lloyd Advisory Services first reported a position in Southwest Airlines in Q4 2020 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Southwest Airlines position peaked at $468K in Q3 2023.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.