Occidental Asset Management’s Southwest Airlines LUV Stock Holding History

Occidental Asset 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 Q2	$246K	Buy	+4,776	New	+$201K	0.02%	273

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 $3.37T AUM 44.26% 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

Occidental Asset Management's LUV Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,776 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #273 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Occidental Asset Management held 4,776 shares of Southwest Airlines worth $246K as of Q2 2026.
Southwest Airlines was a new Occidental Asset Management position in Q2 2026.
Southwest Airlines made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #273 holding.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.