MFG
LUV icon

Midwest Financial Group’s Southwest Airlines LUV Stock Holding History

Midwest 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
Q1 		$204K Hold
5,427
– – 0.09% 123
2025
Q4 		$224K Buy
+5,427
New +$190K 0.1% 117
2023
Q3 		– Sell
-6,198
Closed -$224K – 97
2023
Q2 		$224K Buy
+6,198
New +$194K 0.19% 92

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

Midwest Financial Group's LUV Position: Q1 2026 in Review

Midwest Financial Group held its Southwest Airlines (LUV) position steady in Q1 2026 at 5,427 shares worth $204K. The position accounts for 0.09% of the portfolio, ranked #123.

Midwest Financial Group first reported a position in LUV in Q2 2023 and has held it in 3 quarters since. The position peaked at $224K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Midwest Financial Group held 5,427 shares of Southwest Airlines worth $204K as of Q1 2026.
  • Midwest Financial Group left its Southwest Airlines share count unchanged in Q1 2026.
  • Southwest Airlines made up 0.09% of Midwest Financial Group's portfolio in Q1 2026, its #123 holding.
  • Midwest Financial Group first reported a position in Southwest Airlines in Q2 2023 and has held it in 3 quarters since.
  • Midwest Financial Group's Southwest Airlines position peaked at $224K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.