Pinnacle Wealth Planning Services’s Southwest Airlines LUV Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$247K	Sell	5,927 -22	-0.4%	-$964	0.02%	425
2026 Q2	$306K	Buy	5,949 +25	+0.4%	+$1.05K	0.03%	363
2026 Q1	$223K	Buy	5,924 +523	+10%	+$23.6K	0.02%	441
2025 Q4	$223K	Buy	+5,401	New	+$189K	0.02%	431
2025 Q2	–	Sell	-6,157	Closed	-$207K	–	471
2025 Q1	$207K	Buy	6,157 +29	+0.5%	+$918	0.03%	358
2024 Q4	$206K	Buy	+6,128	New	+$196K	0.03%	351
2021 Q1	–	Sell	-1,316	Closed	-$61K	–	1261
2020 Q4	$61K	Buy	+1,316	New	+$57K	0.01%	699

Other funds holding LUV

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's LUV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Southwest Airlines (LUV) stake by 0.37% in Q3 2026, selling an estimated $964 and leaving 5,927 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #425.

Pinnacle Wealth Planning Services first reported a position in LUV in Q4 2020 and has held it in 7 quarters since. The position peaked at $306K in Q2 2026. 617 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Pinnacle Wealth Planning Services held 5,927 shares of Southwest Airlines worth $247K as of Q3 2026.
Pinnacle Wealth Planning Services sold 22 Southwest Airlines shares in Q3 2026, an estimated $964.
Southwest Airlines made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #425 holding.
Pinnacle Wealth Planning Services first reported a position in Southwest Airlines in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Southwest Airlines position peaked at $306K in Q2 2026.
617 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.