LCM
LUV icon

LVM Capital Management’s Southwest Airlines LUV Stock Holding History

LVM Capital 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
Q1 		– Sell
-11,570
Closed -$478K – 168
2025
Q4 		$478K Buy
+11,570
New +$404K 0.04% 112

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

LVM Capital Management's LUV Position: Q1 2026 in Review

LVM Capital Management sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 11,570 shares — an estimated $478K sold.

LVM Capital Management first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $478K in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • LVM Capital Management reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • LVM Capital Management sold 11,570 Southwest Airlines shares in Q1 2026, an estimated $478K.
  • LVM Capital Management first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • LVM Capital Management's Southwest Airlines position peaked at $478K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on LVM Capital Management's 13F filing for Q1 2026, filed 2 Apr 2026.