Mutual Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $413K | Sell |
10,985
-880
| -7% | -$39.7K | 0.01% | 976 |
|
|
2025
Q4 | $490K | Sell |
11,865
-23,073
| -66% | -$806K | 0.01% | 887 |
|
|
2025
Q3 | $1.11M | Buy |
34,938
+929
| +3% | +$30.4K | 0.02% | 532 |
|
|
2025
Q2 | $1.13M | Buy |
34,009
+26
| +0.1% | +$783 | 0.03% | 456 |
|
|
2025
Q1 | $900K | Sell |
33,983
-5,833
| -15% | -$185K | 0.03% | 483 |
|
|
2024
Q4 | $1.28M | Sell |
39,816
-2,636
| -6% | -$84.1K | 0.04% | 402 |
|
|
2024
Q3 | $1.23M | Sell |
42,452
-1,033
| -2% | -$28.6K | 0.04% | 415 |
|
|
2024
Q2 | $1.14M | Buy |
43,485
+65
| +0.1% | +$1.81K | 0.03% | 444 |
|
|
2024
Q1 | $1.27M | Sell |
43,420
-4,797
| -10% | -$148K | 0.04% | 406 |
|
|
2023
Q4 | $1.39M | Buy |
48,217
+26,842
| +126% | +$698K | 0.05% | 358 |
|
|
2023
Q3 | $579K | Sell |
21,375
-3,151
| -13% | -$103K | 0.02% | 582 |
|
|
2023
Q2 | $888K | Sell |
24,526
-526
| -2% | -$16.5K | 0.03% | 467 |
|
|
2023
Q1 | $815K | Buy |
25,052
+1,601
| +7% | +$54.5K | 0.03% | 481 |
|
|
2022
Q4 | $790K | Sell |
23,451
-517
| -2% | -$18.6K | 0.04% | 476 |
|
|
2022
Q3 | $739K | Sell |
23,968
-275
| -1% | -$10.3K | 0.04% | 452 |
|
|
2022
Q2 | $876K | Buy |
24,243
+344
| +1% | +$14.8K | 0.06% | 373 |
|
|
2022
Q1 | $1.09M | Sell |
23,899
-1,538
| -6% | -$67.6K | 0.06% | 352 |
|
|
2021
Q4 | $1.09M | Buy |
25,437
+67
| +0.3% | +$3.15K | 0.06% | 357 |
|
|
2021
Q3 | $1.3M | Sell |
25,370
-559
| -2% | -$28.2K | 0.08% | 302 |
|
|
2021
Q2 | $1.38M | Buy |
25,929
+4,231
| +19% | +$254K | 0.08% | 293 |
|
|
2021
Q1 | $1.32M | Sell |
21,698
-1,748
| -7% | -$93K | 0.09% | 267 |
|
|
2020
Q4 | $1.09M | Sell |
23,446
-1,003
| -4% | -$43.5K | 0.08% | 284 |
|
|
2020
Q3 | $917K | Buy |
24,449
+1,200
| +5% | +$42.6K | 0.08% | 266 |
|
|
2020
Q2 | $795K | Buy |
23,249
+6,121
| +36% | +$195K | 0.08% | 271 |
|
|
2020
Q1 | $610K | Buy |
17,128
+2,104
| +14% | +$104K | 0.08% | 251 |
|
|
2019
Q4 | $811K | Sell |
15,024
-270
| -2% | -$15K | 0.09% | 259 |
|
|
2019
Q3 | $826K | Buy |
15,294
+370
| +2% | +$19.4K | 0.11% | 226 |
|
|
2019
Q2 | $758K | Buy |
14,924
+462
| +3% | +$23.9K | 0.1% | 252 |
|
|
2019
Q1 | $751K | Sell |
14,462
-98
| -0.7% | -$5.17K | 0.11% | 211 |
|
|
2018
Q4 | $677K | Buy |
14,560
+373
| +3% | +$19.8K | 0.13% | 187 |
|
|
2018
Q3 | $886K | Buy |
14,187
+205
| +1% | +$12K | 0.13% | 186 |
|
|
2018
Q2 | $711K | Buy |
13,982
+9,757
| +231% | +$514K | 0.16% | 190 |
|
|
2018
Q1 | $242K | Buy |
4,225
+155
| +4% | +$9.31K | 0.06% | 348 |
|
|
2017
Q4 | $266K | Buy |
+4,070
| New | +$239K | 0.1% | 232 |
|
Other funds holding LUV
VCM
EIM
VPM
Mutual Advisors's LUV Position: Q1 2026 in Review
Mutual Advisors reduced its Southwest Airlines (LUV) stake by 7.4% in Q1 2026, selling an estimated $39.7K and leaving 10,985 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #976.
Mutual Advisors first reported a position in LUV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.39M in Q4 2023. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.
- Mutual Advisors held 10,985 shares of Southwest Airlines worth $413K as of Q1 2026.
- Mutual Advisors sold 880 Southwest Airlines shares in Q1 2026, an estimated $39.7K.
- Southwest Airlines made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #976 holding.
- Mutual Advisors first reported a position in Southwest Airlines in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Southwest Airlines position peaked at $1.39M in Q4 2023.
- 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.