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Mosley Wealth Management’s Southwest Airlines LUV Stock Holding History

Mosley Wealth 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 		$76.9K Buy
1,496
+26
+2% +$1.09K 0.02% 217
2026
Q1 		$46.9K Buy
+1,470
New +$66.4K 0.02% 208

Other funds holding LUV

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mosley Wealth Management's LUV Position: Q2 2026 in Review

Mosley Wealth Management increased its Southwest Airlines (LUV) stake by 1.8% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,496 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #217.

Mosley Wealth Management first reported a position in LUV in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Mosley Wealth Management held 1,496 shares of Southwest Airlines worth $76.9K as of Q2 2026.
  • Mosley Wealth Management bought 26 Southwest Airlines shares in Q2 2026, an estimated $1.09K.
  • Southwest Airlines made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Mosley Wealth Management first reported a position in Southwest Airlines in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.