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LRI Investments’s Southwest Gas SWX Stock Holding History

LRI Investments’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2K Buy
126
+4
+3% +$358 ﹤0.01% 929
2026
Q1 		$10.6K Hold
122
– – ﹤0.01% 872
2025
Q4 		$9.76K Sell
122
-18
-13% -$1.44K ﹤0.01% 871
2025
Q3 		$11K Sell
140
-30
-18% -$2.34K ﹤0.01% 855
2025
Q2 		$12.6K Buy
170
+9
+6% +$649 ﹤0.01% 798
2025
Q1 		$11.6K Sell
161
-10
-6% -$740 ﹤0.01% 767
2024
Q4 		$12.1K Hold
171
– – ﹤0.01% 750
2024
Q3 		$13K Sell
171
-31
-15% -$2.24K ﹤0.01% 726
2024
Q2 		$14.2K Buy
+202
New +$15.1K ﹤0.01% 677

Other funds holding SWX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

LRI Investments's SWX Position: Q2 2026 in Review

LRI Investments increased its Southwest Gas (SWX) stake by 3.3% in Q2 2026, buying an estimated $358 and bringing the position to 126 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

LRI Investments first reported a position in SWX in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.2K in Q2 2024. 411 funds tracked by Wall St. Rank hold SWX as of Q2 2026.

  • LRI Investments held 126 shares of Southwest Gas worth $11.2K as of Q2 2026.
  • LRI Investments bought 4 Southwest Gas shares in Q2 2026, an estimated $358.
  • Southwest Gas made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #929 holding.
  • LRI Investments first reported a position in Southwest Gas in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Southwest Gas position peaked at $14.2K in Q2 2024.
  • 411 funds tracked by Wall St. Rank held Southwest Gas as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.