MWA
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Medallion Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Medallion Wealth Advisors’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 		$14.9K Hold
290
– – ﹤0.01% 678
2026
Q1 		$10.9K Sell
290
-6
-2% -$271 ﹤0.01% 751
2025
Q4 		$12.2K Hold
296
– – ﹤0.01% 723
2025
Q3 		$9.46K Hold
296
– – ﹤0.01% 753
2025
Q2 		$9.9K Hold
296
– – ﹤0.01% 738
2025
Q1 		$9.36K Hold
296
– – ﹤0.01% 694
2024
Q4 		$9.96K Buy
+296
New +$9.44K ﹤0.01% 666

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BlackRock
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State Street
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EIM
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Vanguard Portfolio Management
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T. Rowe Price Associates
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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Medallion Wealth Advisors's LUV Position: Q2 2026 in Review

Medallion Wealth Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 290 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Medallion Wealth Advisors first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Medallion Wealth Advisors held 290 shares of Southwest Airlines worth $14.9K as of Q2 2026.
  • Medallion Wealth Advisors left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #678 holding.
  • Medallion Wealth Advisors first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.