MCM
LUV icon

Monument Capital Management’s Southwest Airlines LUV Stock Holding History

Monument Capital Management’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 		$3.33M Buy
+64,856
New +$2.72M 0.67% 51
2018
Q4 		– Sell
-29
Closed -$2K – 229
2018
Q3 		$2K Buy
+29
New +$1.7K ﹤0.01% 246

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Monument Capital Management's LUV Position: Q2 2026 in Review

Monument Capital Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 64,856 shares worth $3.33M. The stake represents 0.67% of the portfolio and ranks #51 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in LUV as recently as Q3 2018.

Monument Capital Management first reported a position in LUV in Q3 2018 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Monument Capital Management held 64,856 shares of Southwest Airlines worth $3.33M as of Q2 2026.
  • Southwest Airlines was a new Monument Capital Management position in Q2 2026.
  • Southwest Airlines made up 0.67% of Monument Capital Management's portfolio in Q2 2026, its #51 holding.
  • Monument Capital Management first reported a position in Southwest Airlines in Q3 2018 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.