Schroder Investment Management Group’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
Q2
$2.29M Buy
+44,341
New +$1.86M ﹤0.01% 902
2026
Q1
Sell
-49,621
Closed -$2.05M 1229
2025
Q4
$2.05M Buy
+49,621
New +$1.73M ﹤0.01% 882
2025
Q2
Sell
-6,505
Closed -$219K 1214
2025
Q1
$219K Sell
6,505
-375
-5% -$11.9K ﹤0.01% 1151
2024
Q4
$231K Hold
6,880
﹤0.01% 1166
2024
Q3
$203K Sell
6,880
-2,622
-28% -$72.6K ﹤0.01% 1170
2024
Q2
$272K Sell
9,502
-8,603
-48% -$240K ﹤0.01% 1155
2024
Q1
$528K Sell
18,105
-27,817
-61% -$861K ﹤0.01% 1101
2023
Q4
$1.33M Buy
45,922
+4,768
+12% +$124K ﹤0.01% 977
2023
Q3
$1.11M Sell
41,154
-363,609
-90% -$11.9M ﹤0.01% 1003
2023
Q2
$14.7M Sell
404,763
-13,361
-3% -$419K 0.02% 547
2023
Q1
$13.6M Sell
418,124
-20,861
-5% -$710K 0.02% 561
2022
Q4
$14.8M Buy
438,985
+116,532
+36% +$4.2M 0.02% 541
2022
Q3
$9.95M Buy
322,453
+82,112
+34% +$3.08M 0.02% 615
2022
Q2
$8.68M Buy
240,341
+21,086
+10% +$906K 0.01% 679
2022
Q1
$9.99M Sell
219,255
-28,784
-12% -$1.27M 0.01% 664
2021
Q4
$10.6M Sell
248,039
-126,573
-34% -$5.94M 0.01% 597
2021
Q3
$19.3M Sell
374,612
-181,579
-33% -$9.17M 0.03% 484
2021
Q2
$29.5M Sell
556,191
-3,221
-0.6% -$193K 0.04% 426
2021
Q1
$34.2M Buy
559,412
+151,439
+37% +$8.06M 0.04% 383
2020
Q4
$19M Buy
+407,973
New +$17.7M 0.03% 494
2020
Q3
Sell
-8,340
Closed -$285K 1370
2020
Q2
$285K Sell
8,340
-735,526
-99% -$23.4M ﹤0.01% 1059
2020
Q1
$22.8M Sell
743,866
-45,306
-6% -$2.25M 0.05% 342
2019
Q4
$42.6M Buy
789,172
+224,266
+40% +$12.4M 0.07% 307
2019
Q3
$30.7M Buy
564,906
+178,971
+46% +$9.36M 0.05% 363
2019
Q2
$19.6M Buy
385,935
+348,777
+939% +$18.1M 0.04% 453
2019
Q1
$1.93M Buy
37,158
+8,104
+28% +$428K ﹤0.01% 816
2018
Q4
$1.35K Sell
29,054
-1,388
-5% -$73.7K ﹤0.01% 836
2018
Q3
$1.9M Sell
30,442
-258,252
-89% -$15.1M ﹤0.01% 821
2018
Q2
$14.6M Buy
288,694
+125,066
+76% +$6.59M 0.03% 539
2018
Q1
$9.37M Sell
163,628
-498,333
-75% -$29.9M 0.02% 616
2017
Q4
$43.3M Sell
661,961
-287,044
-30% -$16.9M 0.07% 318
2017
Q3
$53.3M Sell
949,005
-140,637
-13% -$7.89M 0.09% 273
2017
Q2
$67.4M Buy
1,089,642
+400,983
+58% +$23.3M 0.12% 214
2017
Q1
$37.1M Buy
688,659
+670,002
+3,591% +$36M 0.07% 337
2016
Q4
$930K Sell
18,657
-67,687
-78% -$3.03M ﹤0.01% 924
2016
Q3
$3.36M Buy
86,344
+14,644
+20% +$557K 0.01% 782
2016
Q2
$2.81M Buy
71,700
+46,800
+188% +$2M 0.01% 799
2016
Q1
$1.12M Sell
24,900
-148,512
-86% -$6.04M ﹤0.01% 902
2015
Q4
$7.47M Buy
+173,412
New +$7.68M 0.02% 674
2015
Q2
Sell
-10,800
Closed -$478K 1235
2015
Q1
$478K Sell
10,800
-986,181
-99% -$43.1M ﹤0.01% 1006
2014
Q4
$42.2M Buy
996,981
+970,781
+3,705% +$36.2M 0.08% 280
2014
Q3
$885K Hold
26,200
﹤0.01% 1024
2014
Q2
$704K Sell
26,200
-20,500
-44% -$517K ﹤0.01% 1022
2014
Q1
$1.1M Buy
+46,700
New +$1.02M ﹤0.01% 959
2013
Q3
Sell
-61,900
Closed -$798K 1576
2013
Q2
$798K Buy
+61,900
New +$844K ﹤0.01% 1033

Other funds holding LUV

Schroder Investment Management Group's LUV Position: Q2 2026 in Review

Schroder Investment Management Group opened a new position in Southwest Airlines (LUV) in Q2 2026: 44,341 shares worth $2.29M. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Schroder Investment Management Group previously reported a position in LUV as recently as Q4 2025.

Schroder Investment Management Group first reported a position in LUV in Q2 2013 and has held it in 45 quarters since. The position peaked at $67.4M in Q2 2017. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Schroder Investment Management Group held 44,341 shares of Southwest Airlines worth $2.29M as of Q2 2026.
  • Southwest Airlines was a new Schroder Investment Management Group position in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #902 holding.
  • Schroder Investment Management Group first reported a position in Southwest Airlines in Q2 2013 and has held it in 45 quarters since.
  • Schroder Investment Management Group's Southwest Airlines position peaked at $67.4M in Q2 2017.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.