Mackenzie Financial’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-5,000
Closed -$249K 681
2016
Q4
$249K Buy
+5,000
New +$224K ﹤0.01% 579

Other funds holding LUV

Mackenzie Financial's LUV Position: Q2 2026 in Review

Mackenzie Financial reduced its Southwest Airlines (LUV) stake by 5.4% in Q2 2026, selling an estimated $129K and leaving 54,067 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Mackenzie Financial first reported a position in LUV in Q1 2016 and has held it in 40 quarters since. The position peaked at $28.8M in Q1 2022. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Mackenzie Financial held 54,067 shares of Southwest Airlines worth $2.78M as of Q2 2026.
  • Mackenzie Financial sold 3,068 Southwest Airlines shares in Q2 2026, an estimated $129K.
  • Southwest Airlines made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #976 holding.
  • Mackenzie Financial first reported a position in Southwest Airlines in Q1 2016 and has held it in 40 quarters since.
  • Mackenzie Financial's Southwest Airlines position peaked at $28.8M in Q1 2022.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.