MFG
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Merit Financial Group’s Southwest Airlines LUV Stock Holding History

Merit Financial 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 		$565K Buy
10,982
+872
+9% +$36.6K ﹤0.01% 1432
2026
Q1 		$380K Buy
10,110
+3,207
+46% +$145K ﹤0.01% 1530
2025
Q4 		$285K Buy
+6,903
New +$241K ﹤0.01% 1587
2025
Q3 		– Sell
-7,663
Closed -$249K – 1835
2025
Q2 		$249K Buy
+7,663
New +$231K ﹤0.01% 1437
2025
Q1 		– Sell
-7,658
Closed -$257K – 1424
2024
Q4 		$257K Buy
+7,658
New +$244K ﹤0.01% 986
2021
Q3 		– Sell
-13,621
Closed -$723K – 274
2021
Q2 		$723K Buy
13,621
+1,048
+8% +$62.8K 0.07% 125
2021
Q1 		$768K Buy
12,573
+5,940
+90% +$316K 0.08% 112
2020
Q4 		$309K Buy
6,633
+118
+2% +$5.11K 0.03% 168
2020
Q3 		$244K Buy
6,515
+266
+4% +$9.45K 0.02% 192
2020
Q2 		$214K Sell
6,249
-5,275
-46% -$168K 0.02% 194
2020
Q1 		$410K Buy
11,524
+1,690
+17% +$83.8K 0.05% 139
2019
Q4 		$531K Buy
9,834
+1,535
+18% +$85.1K 0.05% 133
2019
Q3 		$448K Buy
8,299
+224
+3% +$11.7K 0.05% 94
2019
Q2 		$410K Buy
8,075
+617
+8% +$32K 0.05% 80
2019
Q1 		$387K Buy
7,458
+1,481
+25% +$78.1K 0.05% 86
2018
Q4 		$277K Sell
5,977
-42
-0.7% -$2.23K 0.04% 89
2018
Q3 		$375K Buy
6,019
+95
+2% +$5.56K 0.06% 74
2018
Q2 		$301K Buy
5,924
+312
+6% +$16.4K 0.05% 90
2018
Q1 		$321K Sell
5,612
-122
-2% -$7.33K 0.06% 78
2017
Q4 		$375K Buy
+5,734
New +$337K 0.08% 63

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's LUV Position: Q2 2026 in Review

Merit Financial Group increased its Southwest Airlines (LUV) stake by 8.6% in Q2 2026, buying an estimated $36.6K and bringing the position to 10,982 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Merit Financial Group first reported a position in LUV in Q4 2017 and has held it in 20 quarters since. The position peaked at $768K in Q1 2021. 136 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Merit Financial Group held 10,982 shares of Southwest Airlines worth $565K as of Q2 2026.
  • Merit Financial Group bought 872 Southwest Airlines shares in Q2 2026, an estimated $36.6K.
  • Southwest Airlines made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1432 holding.
  • Merit Financial Group first reported a position in Southwest Airlines in Q4 2017 and has held it in 20 quarters since.
  • Merit Financial Group's Southwest Airlines position peaked at $768K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.