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
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 $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 $20.1B 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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

RMG Wealth Management's LUV Position: Q1 2026 in Review

RMG Wealth Management held its Southwest Airlines (LUV) position steady in Q1 2026 at 158 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

RMG Wealth Management first reported a position in LUV in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.84K in Q4 2025. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • RMG Wealth Management held 158 shares of Southwest Airlines worth $6.32K as of Q1 2026.
  • RMG Wealth Management left its Southwest Airlines share count unchanged in Q1 2026.
  • Southwest Airlines made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #350 holding.
  • RMG Wealth Management first reported a position in Southwest Airlines in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Southwest Airlines position peaked at $6.84K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.