NYLIM
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New York Life Investment Management’s Southwest Airlines LUV Stock Holding History

New York Life Investment 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
Q1 		$2.53M Sell
67,346
-2,615
-4% -$118K 0.02% 500
2025
Q4 		$2.89M Sell
69,961
-399
-0.6% -$13.9K 0.02% 446
2025
Q3 		$2.25M Sell
70,360
-6,122
-8% -$200K 0.02% 525
2025
Q2 		$2.48M Sell
76,482
-1,721
-2% -$51.8K 0.02% 489
2025
Q1 		$2.63M Sell
78,203
-477
-0.6% -$15.1K 0.03% 478
2024
Q4 		$2.65M Buy
78,680
+716
+0.9% +$22.8K 0.03% 488
2024
Q3 		$2.31M Sell
77,964
-2,560
-3% -$70.9K 0.02% 542
2024
Q2 		$2.3M Buy
80,524
+669
+0.8% +$18.7K 0.02% 523
2024
Q1 		$2.33M Sell
79,855
-3,043
-4% -$94.2K 0.02% 526
2023
Q4 		$2.39M Sell
82,898
-509
-0.6% -$13.2K 0.02% 508
2023
Q3 		$2.26M Buy
83,407
+642
+0.8% +$20.9K 0.02% 491
2023
Q2 		$3M Buy
82,765
+176
+0.2% +$5.52K 0.03% 418
2023
Q1 		$2.69M Sell
82,589
-67,319
-45% -$2.29M 0.03% 448
2022
Q4 		$5.05M Sell
149,908
-1,366
-0.9% -$49.3K 0.06% 327
2022
Q3 		$4.67M Sell
151,274
-3,150
-2% -$118K 0.06% 326
2022
Q2 		$5.58M Buy
+154,424
New +$6.64M 0.06% 287

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York Life Investment Management's LUV Position: Q1 2026 in Review

New York Life Investment Management reduced its Southwest Airlines (LUV) stake by 3.7% in Q1 2026, selling an estimated $118K and leaving 67,346 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #500.

New York Life Investment Management first reported a position in LUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.58M in Q2 2022. 868 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • New York Life Investment Management held 67,346 shares of Southwest Airlines worth $2.53M as of Q1 2026.
  • New York Life Investment Management sold 2,615 Southwest Airlines shares in Q1 2026, an estimated $118K.
  • Southwest Airlines made up 0.02% of New York Life Investment Management's portfolio in Q1 2026, its #500 holding.
  • New York Life Investment Management first reported a position in Southwest Airlines in Q2 2022 and has held it in 16 quarters since.
  • New York Life Investment Management's Southwest Airlines position peaked at $5.58M in Q2 2022.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.