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Scarborough Advisors’s Southwest Airlines LUV Stock Holding History

Scarborough Advisors’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 		– Sell
-738
Closed -$27.7K – 443
2026
Q1 		$27.7K Buy
+738
New +$33.3K ﹤0.01% 302
2024
Q1 		– Sell
-648
Closed -$18.7K – 585
2023
Q4 		$18.7K Buy
+648
New +$16.9K ﹤0.01% 292

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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

Scarborough Advisors's LUV Position: Q2 2026 in Review

Scarborough Advisors sold out of Southwest Airlines (LUV) in Q2 2026, closing a stake of 738 shares — an estimated $27.7K sold.

Scarborough Advisors first reported a position in LUV in Q4 2023 and held it in 2 quarters. The position peaked at $27.7K in Q1 2026. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Scarborough Advisors reported no remaining Southwest Airlines position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 738 Southwest Airlines shares in Q2 2026, an estimated $27.7K.
  • Scarborough Advisors first reported a position in Southwest Airlines in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Southwest Airlines position peaked at $27.7K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.