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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's LUV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Southwest Airlines (LUV) stake by 9.7% in Q1 2026, buying an estimated $23.6K and bringing the position to 5,924 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #441.

Pinnacle Wealth Planning Services first reported a position in LUV in Q4 2020 and has held it in 5 quarters since. The position peaked at $223K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

Pinnacle Wealth Planning Services held 5,924 shares of Southwest Airlines worth $223K as of Q1 2026.
Pinnacle Wealth Planning Services bought 523 Southwest Airlines shares in Q1 2026, an estimated $23.6K.
Southwest Airlines made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #441 holding.
Pinnacle Wealth Planning Services first reported a position in Southwest Airlines in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Southwest Airlines position peaked at $223K in Q4 2025.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.