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
Q2 		$279K Hold
5,427
– – 0.1% 117
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 $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Midwest Financial Group held its Southwest Airlines (LUV) position steady in Q2 2026 at 5,427 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #117.

Midwest Financial Group first reported a position in LUV in Q2 2023 and has held it in 4 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Midwest Financial Group held 5,427 shares of Southwest Airlines worth $279K as of Q2 2026.
  • Midwest Financial Group left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.1% of Midwest Financial Group's portfolio in Q2 2026, its #117 holding.
  • Midwest Financial Group first reported a position in Southwest Airlines in Q2 2023 and has held it in 4 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.