NW
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NewEdge Wealth’s Southwest Airlines LUV Stock Holding History

NewEdge Wealth’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 		$308K Sell
8,194
-2,906
-26% -$131K ﹤0.01% 958
2025
Q4 		$459K Buy
11,100
+4,639
+72% +$162K 0.01% 877
2025
Q3 		$204K Buy
+6,461
New +$211K ﹤0.01% 987

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

NewEdge Wealth's LUV Position: Q1 2026 in Review

NewEdge Wealth reduced its Southwest Airlines (LUV) stake by 26% in Q1 2026, selling an estimated $131K and leaving 8,194 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

NewEdge Wealth first reported a position in LUV in Q3 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • NewEdge Wealth held 8,194 shares of Southwest Airlines worth $308K as of Q1 2026.
  • NewEdge Wealth sold 2,906 Southwest Airlines shares in Q1 2026, an estimated $131K.
  • Southwest Airlines made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #958 holding.
  • NewEdge Wealth first reported a position in Southwest Airlines in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Southwest Airlines position peaked at $459K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.