PCS
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Personal CFO Solutions’s Southwest Airlines LUV Stock Holding History

Personal CFO Solutions’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 		$317K Buy
8,391
+1,004
+14% +$45.3K 0.04% 359
2025
Q4 		$305K Buy
+7,387
New +$258K 0.05% 363
2020
Q2 		– Sell
-7,295
Closed -$260K – 343
2020
Q1 		$260K Sell
7,295
-1,325
-15% -$65.7K 0.09% 192
2019
Q4 		$465K Sell
8,620
-979
-10% -$54.3K 0.13% 159
2019
Q3 		$518K Buy
+9,599
New +$502K 0.21% 120

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

Personal CFO Solutions's LUV Position: Q1 2026 in Review

Personal CFO Solutions increased its Southwest Airlines (LUV) stake by 14% in Q1 2026, buying an estimated $45.3K and bringing the position to 8,391 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #359.

Personal CFO Solutions first reported a position in LUV in Q3 2019 and has held it in 5 quarters since. The position peaked at $518K in Q3 2019. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Personal CFO Solutions held 8,391 shares of Southwest Airlines worth $317K as of Q1 2026.
  • Personal CFO Solutions bought 1,004 Southwest Airlines shares in Q1 2026, an estimated $45.3K.
  • Southwest Airlines made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #359 holding.
  • Personal CFO Solutions first reported a position in Southwest Airlines in Q3 2019 and has held it in 5 quarters since.
  • Personal CFO Solutions's Southwest Airlines position peaked at $518K in Q3 2019.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.