Rockefeller Capital Management’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.14M Buy
83,641
+4,284
+5% +$193K 0.01% 1103
2025
Q4
$3.28M Buy
79,357
+12,779
+19% +$446K 0.01% 1037
2025
Q3
$2.12M Sell
66,578
-21,728
-25% -$711K ﹤0.01% 1137
2025
Q2
$2.86M Buy
88,306
+18,152
+26% +$547K 0.01% 974
2025
Q1
$2.36M Sell
70,154
-3,538
-5% -$112K 0.01% 972
2024
Q4
$2.48M Buy
73,692
+5,222
+8% +$167K 0.01% 942
2024
Q3
$2.03M Buy
68,470
+5,107
+8% +$141K 0.01% 987
2024
Q2
$1.81M Buy
63,363
+1,291
+2% +$36K 0.01% 1012
2024
Q1
$1.81M Sell
62,072
-297,124
-83% -$9.2M 0.01% 1056
2023
Q4
$10.4M Buy
359,196
+274,229
+323% +$7.13M 0.03% 446
2023
Q3
$2.3M Sell
84,967
-306,597
-78% -$10M 0.01% 792
2023
Q2
$14.2M Buy
391,564
+140,054
+56% +$4.39M 0.05% 353
2023
Q1
$8.18M Buy
251,510
+4,405
+2% +$150K 0.04% 464
2022
Q4
$8.32M Buy
247,105
+181,571
+277% +$6.55M 0.04% 404
2022
Q3
$2.02M Buy
65,534
+5,471
+9% +$205K 0.01% 761
2022
Q2
$2.17M Sell
60,063
-41,648
-41% -$1.79M 0.01% 744
2022
Q1
$4.66M Sell
101,711
-2,211
-2% -$97.2K 0.02% 561
2021
Q4
$4.45M Sell
103,922
-3,449
-3% -$162K 0.02% 575
2021
Q3
$5.52M Buy
107,371
+670
+0.6% +$33.8K 0.03% 451
2021
Q2
$5.66M Buy
106,701
+3,221
+3% +$193K 0.03% 420
2021
Q1
$6.32M Buy
103,480
+51,398
+99% +$2.73M 0.04% 323
2020
Q4
$2.43M Sell
52,082
-4,788
-8% -$207K 0.02% 476
2020
Q3
$2.13M Buy
56,870
+21,641
+61% +$769K 0.02% 406
2020
Q2
$1.2M Sell
35,229
-51,412
-59% -$1.63M 0.01% 505
2020
Q1
$3.09M Sell
86,641
-3,358,155
-97% -$166M 0.04% 269
2019
Q4
$186M Sell
3,444,796
-264,668
-7% -$14.7M 2.32% 7
2019
Q3
$200M Buy
3,709,464
+63,534
+2% +$3.32M 2.72% 6
2019
Q2
$185M Buy
3,645,930
+26,100
+0.7% +$1.35M 2.58% 9
2019
Q1
$188M Buy
3,619,830
+6,382
+0.2% +$337K 2.68% 6
2018
Q4
$168M Buy
3,613,448
+46,757
+1% +$2.48M 2.94% 6
2018
Q3
$223M Sell
3,566,691
-29,551
-0.8% -$1.73M 3.38% 1
2018
Q2
$183M Sell
3,596,242
-31,294
-0.9% -$1.65M 2.98% 4
2018
Q1
$208M Buy
+3,627,536
New +$218M 3.43% 1

Other funds holding LUV

Rockefeller Capital Management's LUV Position: Q1 2026 in Review

Rockefeller Capital Management increased its Southwest Airlines (LUV) stake by 5.4% in Q1 2026, buying an estimated $193K and bringing the position to 83,641 shares worth $3.14M. The position accounts for 0.01% of the portfolio, ranked #1103.

Rockefeller Capital Management first reported a position in LUV in Q1 2018 and has held it in 33 quarters since. The position peaked at $223M in Q3 2018. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Rockefeller Capital Management held 83,641 shares of Southwest Airlines worth $3.14M as of Q1 2026.
  • Rockefeller Capital Management bought 4,284 Southwest Airlines shares in Q1 2026, an estimated $193K.
  • Southwest Airlines made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1103 holding.
  • Rockefeller Capital Management first reported a position in Southwest Airlines in Q1 2018 and has held it in 33 quarters since.
  • Rockefeller Capital Management's Southwest Airlines position peaked at $223M in Q3 2018.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

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