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Richards, Merrill & Peterson’s Southwest Airlines LUV Stock Holding History

Richards, Merrill & Peterson’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 		$43.3K Hold
842
– – 0.01% 246
2026
Q1 		$31.6K Hold
842
– – 0.01% 242
2025
Q4 		$34.8K Buy
+842
New +$29.4K 0.01% 227

Other funds holding LUV

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Richards, Merrill & Peterson's LUV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Southwest Airlines (LUV) position steady in Q2 2026 at 842 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #246.

Richards, Merrill & Peterson first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Richards, Merrill & Peterson held 842 shares of Southwest Airlines worth $43.3K as of Q2 2026.
  • Richards, Merrill & Peterson left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #246 holding.
  • Richards, Merrill & Peterson first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.