MBM Wealth Consultants’s Southwest Airlines LUV Stock Holding History

MBM Wealth Consultants’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 Q2	$1.4M	Buy	27,191 +3,009	+12%	+$126K	0.27%	54
2026 Q1	$909K	Buy	24,182 +822	+4%	+$37.1K	0.21%	56
2025 Q4	$965K	Buy	23,360 +60	+0.3%	+$2.1K	0.23%	55
2025 Q3	$744K	Sell	23,300 -173	-0.7%	-$5.66K	0.18%	61
2025 Q2	$761K	Buy	23,473 +6,310	+37%	+$190K	0.2%	61
2025 Q1	$579K	Buy	17,163 +811	+5%	+$25.7K	0.17%	61
2024 Q4	$546K	Buy	16,352 +1,676	+11%	+$53.5K	0.16%	60
2024 Q3	$435K	Buy	+14,676	New	+$406K	0.14%	64
2022 Q2	–	Sell	-60	Closed	-$3K	–	296
2022 Q1	$3K	Hold	60	–	–	﹤0.01%	271
2021 Q4	$3K	Sell	60 -155	-72%	-$7.28K	﹤0.01%	260
2021 Q3	$11K	Buy	215 +155	+258%	+$7.83K	0.01%	228
2021 Q2	$3K	Hold	60	–	–	﹤0.01%	243
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	227
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	207
2020 Q3	$2K	Buy	+60	New	+$2.13K	﹤0.01%	207

Other funds holding LUV

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MBM Wealth Consultants's LUV Position: Q2 2026 in Review

MBM Wealth Consultants increased its Southwest Airlines (LUV) stake by 12% in Q2 2026, buying an estimated $126K and bringing the position to 27,191 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #54.

MBM Wealth Consultants first reported a position in LUV in Q3 2020 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

MBM Wealth Consultants held 27,191 shares of Southwest Airlines worth $1.4M as of Q2 2026.
MBM Wealth Consultants bought 3,009 Southwest Airlines shares in Q2 2026, an estimated $126K.
Southwest Airlines made up 0.27% of MBM Wealth Consultants's portfolio in Q2 2026, its #54 holding.
MBM Wealth Consultants first reported a position in Southwest Airlines in Q3 2020 and has held it in 15 quarters since.
356 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.