Oliver Lagore Vanvalin Investment Group’s Southwest Airlines LUV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$17.9K	Buy	+534	New	+$16.1K	0.01%	361
2024 Q4	$21.5K	Hold	639	–	–	0.01%	354
2024 Q3	$18.9K	Buy	639 +535	+514%	+$14.8K	0.01%	349
2024 Q2	$2.96K	Hold	104	–	–	﹤0.01%	558
2024 Q1	$3.02K	Buy	104 +2	+2%	+$62	﹤0.01%	578
2023 Q4	$2.95K	Hold	102	–	–	﹤0.01%	594
2023 Q3	$2.77K	Sell	102 -49	-32%	-$1.6K	﹤0.01%	643
2023 Q2	$5.47K	Buy	+151	New	+$4.74K	﹤0.01%	555

Other funds holding LUV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LUV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Southwest Airlines (LUV) in Q2 2025: 534 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LUV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LUV in Q2 2023 and has held it in 8 quarters since. The position peaked at $21.5K in Q4 2024. 793 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 534 shares of Southwest Airlines worth $17.9K as of Q2 2025.
Southwest Airlines was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Southwest Airlines made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #361 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Southwest Airlines in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's Southwest Airlines position peaked at $21.5K in Q4 2024.
793 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.