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Principal Securities’s Southwest Airlines LUV Stock Holding History

Principal Securities’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 		$702K Buy
18,673
+2,276
+14% +$103K 0.01% 853
2025
Q4 		$678K Sell
16,397
-3,979
-20% -$139K 0.01% 817
2025
Q3 		$650K Sell
20,376
-28
-0.1% -$916 0.01% 809
2025
Q2 		$662K Buy
20,404
+5,117
+33% +$154K 0.01% 747
2025
Q1 		$514K Buy
15,287
+53
+0.3% +$1.68K 0.01% 763
2024
Q4 		$512K Buy
15,234
+2,730
+22% +$87.1K 0.01% 763
2024
Q3 		$370K Buy
12,504
+6,624
+113% +$183K 0.01% 860
2024
Q2 		$168K Buy
5,880
+46
+0.8% +$1.28K ﹤0.01% 1108
2024
Q1 		$170K Sell
5,834
-23
-0.4% -$712 0.01% 1075
2023
Q4 		$169K Buy
+5,857
New +$152K 0.01% 988

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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 $15.9B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return