Peak Planning Group’s Southwest Airlines LUV Stock Holding History

Peak Planning 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
2021 Q1	$267K	Buy	+4,370	New	+$233K	0.26%	61

Other funds holding LUV

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Peak Planning Group's LUV Position: Q1 2021 in Review

Peak Planning Group opened a new position in Southwest Airlines (LUV) in Q1 2021: 4,370 shares worth $267K. The stake represents 0.26% of the portfolio and ranks #61 among its holdings.

1,071 funds tracked by Wall St. Rank hold LUV as of Q1 2021.

Peak Planning Group held 4,370 shares of Southwest Airlines worth $267K as of Q1 2021.
Southwest Airlines was a new Peak Planning Group position in Q1 2021.
Southwest Airlines made up 0.26% of Peak Planning Group's portfolio in Q1 2021, its #61 holding.
1,071 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.