MCIA
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Mountain Capital Investment Advisors’s Southwest Airlines LUV Stock Holding History

Mountain Capital 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
Q1 		– Sell
-9,602
Closed -$403K – 97
2025
Q4 		$403K Buy
9,602
+101
+1% +$3.53K 0.07% 48
2025
Q3 		$307K Buy
9,501
+13
+0.1% +$425 0.05% 60
2025
Q2 		$317K Hold
9,488
– – 0.06% 48
2025
Q1 		$251K Buy
9,488
+2,709
+40% +$85.8K 0.05% 47
2024
Q4 		$218K Buy
6,779
+1
+0% +$32 0.05% 52
2024
Q3 		$217K Sell
6,778
-1,750
-21% -$48.5K 0.05% 51
2024
Q2 		$236K Buy
8,528
+345
+4% +$9.63K 0.06% 41
2024
Q1 		$238K Buy
8,183
+46
+0.6% +$1.42K 0.07% 37
2023
Q4 		$237K Buy
+8,137
New +$212K 0.08% 56
2023
Q3 		– Sell
-7,208
Closed -$268K – 66
2023
Q2 		$268K Buy
7,208
+32
+0.4% +$1K 0.1% 61
2023
Q1 		$231K Buy
7,176
+720
+11% +$24.5K 0.1% 60
2022
Q4 		$234K Buy
+6,456
New +$233K 0.11% 69
2022
Q2 		– Sell
-4,693
Closed -$200K – 87
2022
Q1 		$200K Buy
4,693
+253
+6% +$11.1K 0.09% 87
2021
Q4 		$203K Buy
4,440
+70
+2% +$3.29K 0.09% 116
2021
Q3 		$236K Buy
4,370
+132
+3% +$6.67K 0.12% 118
2021
Q2 		$217K Sell
4,238
-2,951
-41% -$177K 0.1% 119
2021
Q1 		$455K Buy
7,189
+345
+5% +$18.4K 0.23% 123
2020
Q4 		$325K Buy
6,844
+270
+4% +$11.7K 0.2% 117
2020
Q3 		$258K Buy
6,574
+78
+1% +$2.77K 0.17% 93
2020
Q2 		$214K Buy
6,496
+991
+18% +$31.5K 0.1% 46
2020
Q1 		$201K Buy
5,505
+210
+4% +$10.4K 0.1% 41
2019
Q4 		$288K Buy
+5,295
New +$294K 0.13% 37
2017
Q4 		– Sell
-119
Closed -$7K – 254
2017
Q3 		$7K Sell
119
-4,000
-97% -$224K 0.01% 317
2017
Q2 		$256K Buy
+4,119
New +$240K 0.25% 22

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Mountain Capital Investment Advisors's LUV Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 9,602 shares — an estimated $403K sold.

Mountain Capital Investment Advisors first reported a position in LUV in Q2 2017 and held it in 24 quarters. The position peaked at $455K in Q1 2021. 869 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 9,602 Southwest Airlines shares in Q1 2026, an estimated $403K.
  • Mountain Capital Investment Advisors first reported a position in Southwest Airlines in Q2 2017 and held it in 24 quarters.
  • Mountain Capital Investment Advisors's Southwest Airlines position peaked at $455K in Q1 2021.
  • 869 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.