PWMG
LUV icon

Private Wealth Management Group’s Southwest Airlines LUV Stock Holding History

Private Wealth Management Group’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 		$14.1K Sell
374
-59
-14% -$2.66K ﹤0.01% 428
2025
Q4 		$17.9K Buy
433
+36
+9% +$1.26K ﹤0.01% 353
2025
Q3 		$12.7K Buy
397
+36
+10% +$1.18K ﹤0.01% 445
2025
Q2 		$11.7K Buy
361
+2
+0.6% +$60 ﹤0.01% 440
2025
Q1 		$12.1K Buy
359
+14
+4% +$443 ﹤0.01% 415
2024
Q4 		$11.6K Buy
345
+16
+5% +$510 ﹤0.01% 426
2024
Q3 		$9.75K Sell
329
-173
-34% -$4.79K ﹤0.01% 463
2024
Q2 		$14.4K Buy
502
+173
+53% +$4.83K 0.01% 356
2024
Q1 		$9.6K Hold
329
– – ﹤0.01% 416
2023
Q4 		$9.5K Buy
+329
New +$8.56K ﹤0.01% 417

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