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
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

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

Medallion Wealth Advisors's LUV Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Southwest Airlines (LUV) stake by 2% in Q1 2026, selling an estimated $271 and leaving 290 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Medallion Wealth Advisors first reported a position in LUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Medallion Wealth Advisors held 290 shares of Southwest Airlines worth $10.9K as of Q1 2026.
  • Medallion Wealth Advisors sold 6 Southwest Airlines shares in Q1 2026, an estimated $271.
  • Southwest Airlines made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #751 holding.
  • Medallion Wealth Advisors first reported a position in Southwest Airlines in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Southwest Airlines position peaked at $12.2K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.