LWM
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Lodestone Wealth Management’s Southwest Airlines LUV Stock Holding History

Lodestone Wealth Management’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 		$36K Hold
699
– – 0.01% 342
2026
Q1 		$26.3K Buy
699
+1
+0.1% +$45 0.01% 374
2025
Q4 		$28.9K Buy
+698
New +$24.4K 0.01% 356

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Lodestone Wealth Management's LUV Position: Q2 2026 in Review

Lodestone Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 699 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #342.

Lodestone Wealth Management first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Lodestone Wealth Management held 699 shares of Southwest Airlines worth $36K as of Q2 2026.
  • Lodestone Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Lodestone Wealth Management first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.