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Martin Worley Group’s Southwest Airlines LUV Stock Holding History

Martin Worley Group’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
2025
Q1 		– Sell
-8,818
Closed -$296K – 86
2024
Q4 		$296K Buy
+8,818
New +$281K 0.19% 69

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Martin Worley Group's LUV Position: Q1 2025 in Review

Martin Worley Group sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 8,818 shares — an estimated $296K sold.

Martin Worley Group first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $296K in Q4 2024. 815 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Martin Worley Group reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Martin Worley Group sold 8,818 Southwest Airlines shares in Q1 2025, an estimated $296K.
  • Martin Worley Group first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • Martin Worley Group's Southwest Airlines position peaked at $296K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Martin Worley Group's 13F filing for Q1 2025, filed 21 Apr 2025.