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Planning Strategies’s Southwest Airlines LUV Stock Holding History

Planning Strategies’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 		$1.85K Buy
+36
New +$1.51K ﹤0.01% 610

Other funds holding LUV

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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

Planning Strategies's LUV Position: Q2 2026 in Review

Planning Strategies opened a new position in Southwest Airlines (LUV) in Q2 2026: 36 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

876 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Planning Strategies held 36 shares of Southwest Airlines worth $1.85K as of Q2 2026.
  • Southwest Airlines was a new Planning Strategies position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #610 holding.
  • 876 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.