RWM
LUV icon

RMG Wealth Management’s Southwest Airlines LUV Stock Holding History

RMG Wealth Management’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 		$7.11K Hold
158
– – ﹤0.01% 316
2026
Q1 		$6.32K Hold
158
– – ﹤0.01% 350
2025
Q4 		$6.84K Hold
158
– – ﹤0.01% 287
2025
Q3 		$5.42K Buy
158
+32
+25% +$1.05K ﹤0.01% 249
2025
Q2 		$4.59K Buy
+126
New +$3.79K ﹤0.01% 259

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

RMG Wealth Management's LUV Position: Q2 2026 in Review

RMG Wealth Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 158 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

RMG Wealth Management first reported a position in LUV in Q2 2025 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • RMG Wealth Management held 158 shares of Southwest Airlines worth $7.11K as of Q2 2026.
  • RMG Wealth Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #316 holding.
  • RMG Wealth Management first reported a position in Southwest Airlines in Q2 2025 and has held it in 5 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.