Principia Wealth Advisory’s Southwest Airlines LUV Stock Holding History

Principia Wealth Advisory’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	$1.65K	Sell	32 -5	-14%	-$210	﹤0.01%	640
2026 Q1	$1.39K	Buy	37 +17	+85%	+$768	﹤0.01%	619
2025 Q4	$827	Sell	20 -3	-13%	-$105	﹤0.01%	725
2025 Q3	$734	Buy	23 +11	+92%	+$360	﹤0.01%	720
2025 Q2	$389	Hold	12	–	–	﹤0.01%	790
2025 Q1	$343	Buy	12 +3	+33%	+$95	﹤0.01%	666
2024 Q4	$303	Buy	+9	New	+$287	﹤0.01%	669

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

Principia Wealth Advisory's LUV Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Southwest Airlines (LUV) stake by 14% in Q2 2026, selling an estimated $210 and leaving 32 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Principia Wealth Advisory first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Principia Wealth Advisory held 32 shares of Southwest Airlines worth $1.65K as of Q2 2026.
Principia Wealth Advisory sold 5 Southwest Airlines shares in Q2 2026, an estimated $210.
Southwest Airlines made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #640 holding.
Principia Wealth Advisory first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
928 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.