Measured Wealth Private Client Group’s Southwest Airlines LUV Stock Holding History

Measured Wealth Private Client 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
2026 Q2	$10.3K	Hold	200	–	–	﹤0.01%	575
2026 Q1	$7.51K	Hold	200	–	–	﹤0.01%	587
2025 Q4	$8.27K	Hold	200	–	–	﹤0.01%	575
2025 Q3	$6.38K	Buy	+200	New	+$6.54K	﹤0.01%	592
2018 Q4	–	Sell	-897	Closed	-$55K	–	439
2018 Q3	$55K	Buy	+897	New	+$52.5K	0.03%	334

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Measured Wealth Private Client Group's LUV Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Southwest Airlines (LUV) position steady in Q2 2026 at 200 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Measured Wealth Private Client Group first reported a position in LUV in Q3 2018 and has held it in 5 quarters since. The position peaked at $55K in Q3 2018. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Measured Wealth Private Client Group held 200 shares of Southwest Airlines worth $10.3K as of Q2 2026.
Measured Wealth Private Client Group left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #575 holding.
Measured Wealth Private Client Group first reported a position in Southwest Airlines in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Southwest Airlines position peaked at $55K in Q3 2018.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.