Mercer Global Advisors
LUV icon

Mercer Global Advisors’s Southwest Airlines LUV Stock Holding History

Mercer Global 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 		$2.63M Buy
70,122
+9,699
+16% +$438K ﹤0.01% 1060
2025
Q4 		$2.5M Buy
60,423
+4,502
+8% +$157K ﹤0.01% 1005
2025
Q3 		$1.78M Buy
55,921
+632
+1% +$20.7K ﹤0.01% 1086
2025
Q2 		$1.79M Buy
55,289
+5,367
+11% +$162K ﹤0.01% 931
2025
Q1 		$1.68M Buy
49,922
+1,093
+2% +$34.6K ﹤0.01% 901
2024
Q4 		$1.64M Buy
48,829
+2,623
+6% +$83.7K ﹤0.01% 892
2024
Q3 		$1.38M Buy
46,206
+3,947
+9% +$109K ﹤0.01% 890
2024
Q2 		$1.21M Sell
42,259
-14,925
-26% -$416K ﹤0.01% 883
2024
Q1 		$1.67M Buy
57,184
+3,353
+6% +$104K ﹤0.01% 773
2023
Q4 		$1.55M Buy
53,831
+10,351
+24% +$269K ﹤0.01% 810
2023
Q3 		$1.18M Sell
43,480
-3,646
-8% -$119K ﹤0.01% 875
2023
Q2 		$1.71M Buy
47,126
+3,386
+8% +$106K 0.01% 777
2023
Q1 		$1.42M Buy
43,740
+9,678
+28% +$329K 0.01% 786
2022
Q4 		$1.15M Sell
34,062
-1,894
-5% -$68.3K 0.01% 860
2022
Q3 		$1.11M Sell
35,956
-1,008
-3% -$37.8K 0.01% 806
2022
Q2 		$1.33M Sell
36,964
-4,650
-11% -$200K 0.01% 731
2022
Q1 		$1.91M Sell
41,614
-27,698
-40% -$1.22M 0.01% 662
2021
Q4 		$2.97M Buy
69,312
+2,396
+4% +$112K 0.02% 502
2021
Q3 		$3.44M Buy
66,916
+7,611
+13% +$384K 0.02% 450
2021
Q2 		$3.15M Buy
59,305
+10,364
+21% +$621K 0.02% 433
2021
Q1 		$2.99M Buy
48,941
+26,895
+122% +$1.43M 0.03% 416
2020
Q4 		$1.03M Sell
22,046
-2,250
-9% -$97.5K 0.01% 595
2020
Q3 		$911K Sell
24,296
-980
-4% -$34.8K 0.01% 575
2020
Q2 		$864K Buy
25,276
+1,504
+6% +$47.8K 0.02% 517
2020
Q1 		$847K Buy
23,772
+1,346
+6% +$66.7K 0.02% 525
2019
Q4 		$1.21M Sell
22,426
-734
-3% -$40.7K 0.02% 472
2019
Q3 		$1.25M Sell
23,160
-11,951
-34% -$625K 0.03% 416
2019
Q2 		$1.78M Sell
35,111
-3,034
-8% -$157K 0.05% 309
2019
Q1 		$1.98M Buy
+38,145
New +$2.01M 0.07% 239

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

Mercer Global Advisors's LUV Position: Q1 2026 in Review

Mercer Global Advisors increased its Southwest Airlines (LUV) stake by 16% in Q1 2026, buying an estimated $438K and bringing the position to 70,122 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Mercer Global Advisors first reported a position in LUV in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.44M in Q3 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Mercer Global Advisors held 70,122 shares of Southwest Airlines worth $2.63M as of Q1 2026.
  • Mercer Global Advisors bought 9,699 Southwest Airlines shares in Q1 2026, an estimated $438K.
  • Southwest Airlines made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1060 holding.
  • Mercer Global Advisors first reported a position in Southwest Airlines in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Southwest Airlines position peaked at $3.44M in Q3 2021.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.