Plante Moran Financial Advisors’s Southwest Airlines LUV Stock Holding History

Plante Moran Financial Advisors’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	$37K	Hold	720	–	–	﹤0.01%	392
2026 Q1	$27.1K	Sell	720 -20	-3%	-$903	﹤0.01%	395
2025 Q4	$30.6K	Hold	740	–	–	﹤0.01%	386
2025 Q3	$23.6K	Hold	740	–	–	﹤0.01%	445
2025 Q2	$24K	Hold	740	–	–	﹤0.01%	451
2025 Q1	$24.8K	Hold	740	–	–	﹤0.01%	450
2024 Q4	$24.9K	Hold	740	–	–	﹤0.01%	453
2024 Q3	$21.9K	Hold	740	–	–	﹤0.01%	514
2024 Q2	$21.2K	Hold	740	–	–	﹤0.01%	469
2024 Q1	$21.6K	Hold	740	–	–	﹤0.01%	496
2023 Q4	$21.4K	Sell	740 -362	-33%	-$9.41K	﹤0.01%	445
2023 Q3	$29.8K	Hold	1,102	–	–	﹤0.01%	364
2023 Q2	$39.9K	Hold	1,102	–	–	﹤0.01%	328
2023 Q1	$35.9K	Sell	1,102 -50	-4%	-$1.7K	﹤0.01%	344
2022 Q4	$38.8K	Hold	1,152	–	–	0.01%	344
2022 Q3	$36K	Buy	1,152 +50	+5%	+$1.87K	0.01%	354
2022 Q2	$40K	Sell	1,102 -151	-12%	-$6.49K	0.01%	343
2022 Q1	$57K	Buy	1,253 +46	+4%	+$2.02K	0.01%	312
2021 Q4	$52K	Hold	1,207	–	–	0.01%	353
2021 Q3	$62K	Hold	1,207	–	–	0.01%	345
2021 Q2	$64K	Sell	1,207 -300	-20%	-$18K	0.02%	319
2021 Q1	$92K	Sell	1,507 -9,895	-87%	-$526K	0.03%	254
2020 Q4	$531K	Buy	11,402 +10,300	+935%	+$446K	0.16%	76
2020 Q3	$41K	Sell	1,102 -15,000	-93%	-$533K	0.01%	352
2020 Q2	$550K	Buy	16,102 +15,262	+1,817%	+$485K	0.22%	64
2020 Q1	$30K	Buy	+840	New	+$41.6K	0.01%	330
2018 Q2	–	Sell	-258	Closed	-$15K	–	907
2018 Q1	$15K	Buy	258 +20	+8%	+$1.2K	0.01%	550
2017 Q4	$16K	Hold	238	–	–	0.01%	531
2017 Q3	$13K	Hold	238	–	–	0.01%	512
2017 Q2	$15K	Sell	238 -57	-19%	-$3.32K	0.01%	506
2017 Q1	$16K	Hold	295	–	–	0.01%	515
2016 Q4	$15K	Hold	295	–	–	0.01%	522
2016 Q3	$11K	Hold	295	–	–	0.01%	586
2016 Q2	$12K	Sell	295 -231	-44%	-$9.89K	0.01%	499
2016 Q1	$24K	Buy	526 +219	+71%	+$8.91K	0.02%	359
2015 Q4	$13K	Sell	307 -1,517	-83%	-$67.2K	0.01%	525
2015 Q3	$69K	Sell	1,824 -11	-0.6%	-$406	0.05%	225
2015 Q2	$61K	Hold	1,835	–	–	0.04%	261
2015 Q1	$81K	Hold	1,835	–	–	0.06%	216
2014 Q4	$78K	Hold	1,835	–	–	0.06%	215
2014 Q3	$62K	Hold	1,835	–	–	0.05%	224
2014 Q2	$49K	Buy	+1,835	New	+$46.3K	0.04%	236

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plante Moran Financial Advisors's LUV Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 720 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Plante Moran Financial Advisors first reported a position in LUV in Q2 2014 and has held it in 42 quarters since. The position peaked at $550K in Q2 2020. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Plante Moran Financial Advisors held 720 shares of Southwest Airlines worth $37K as of Q2 2026.
Plante Moran Financial Advisors left its Southwest Airlines share count unchanged in Q2 2026.
Southwest Airlines made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #392 holding.
Plante Moran Financial Advisors first reported a position in Southwest Airlines in Q2 2014 and has held it in 42 quarters since.
Plante Moran Financial Advisors's Southwest Airlines position peaked at $550K in Q2 2020.
926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.