Mount Yale Investment Advisors’s Southwest Airlines LUV Stock Holding History

Mount Yale Investment Advisors’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	$504K	Buy	+9,778	New	+$411K	0.01%	781
2025 Q3	–	Sell	-764	Closed	-$24.8K	–	1212
2025 Q2	$24.8K	Buy	+764	New	+$23K	﹤0.01%	999
2018 Q4	–	Sell	-3,145	Closed	-$166K	–	570
2018 Q3	$166K	Sell	3,145 -938	-23%	-$54.9K	0.03%	318
2018 Q2	$208K	Buy	4,083 +405	+11%	+$21.3K	0.04%	301
2018 Q1	$211K	Buy	+3,678	New	+$221K	0.05%	283

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mount Yale Investment Advisors's LUV Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Southwest Airlines (LUV) in Q2 2026: 9,778 shares worth $504K. The stake represents 0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LUV as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LUV in Q1 2018 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Mount Yale Investment Advisors held 9,778 shares of Southwest Airlines worth $504K as of Q2 2026.
Southwest Airlines was a new Mount Yale Investment Advisors position in Q2 2026.
Southwest Airlines made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #781 holding.
Mount Yale Investment Advisors first reported a position in Southwest Airlines in Q1 2018 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.