PWMG
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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
Q2 		$19.2K Hold
374
– – ﹤0.01% 396
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 $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

Private Wealth Management Group's LUV Position: Q2 2026 in Review

Private Wealth Management Group held its Southwest Airlines (LUV) position steady in Q2 2026 at 374 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Private Wealth Management Group first reported a position in LUV in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Private Wealth Management Group held 374 shares of Southwest Airlines worth $19.2K as of Q2 2026.
  • Private Wealth Management Group left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #396 holding.
  • Private Wealth Management Group first reported a position in Southwest Airlines in Q4 2023 and has held it in 11 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.