PWPS
LUV icon

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
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

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's LUV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Southwest Airlines (LUV) stake by 0.42% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,949 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #363.

Pinnacle Wealth Planning Services first reported a position in LUV in Q4 2020 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,949 shares of Southwest Airlines worth $306K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Southwest Airlines shares in Q2 2026, an estimated $1.05K.
  • Southwest Airlines made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #363 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southwest Airlines in Q4 2020 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.