Marshall Wace
LUV icon

Marshall Wace’s Southwest Airlines LUV Stock Holding History

Marshall Wace’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
2021
Q2 		– Sell
-33,200
Closed -$2.03M – 2882
2021
Q1 		$2.03M Buy
+33,200
New +$1.77M 0.01% 1319

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

Marshall Wace's LUV Position: Q1 2026 in Review

Marshall Wace increased its Southwest Airlines (LUV) stake by 111% in Q1 2026, buying an estimated $12.1M and bringing the position to 509,456 shares worth $19.1M. The position accounts for 0.02% of the portfolio, ranked #718.

Marshall Wace first reported a position in LUV in Q2 2013 and has held it in 29 quarters since. The position peaked at $110M in Q4 2016. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Marshall Wace held 509,456 shares of Southwest Airlines worth $19.1M as of Q1 2026.
  • Marshall Wace bought 268,064 Southwest Airlines shares in Q1 2026, an estimated $12.1M.
  • Southwest Airlines made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #718 holding.
  • Marshall Wace first reported a position in Southwest Airlines in Q2 2013 and has held it in 29 quarters since.
  • Marshall Wace's Southwest Airlines position peaked at $110M in Q4 2016.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.