SMF
LUV icon

Scott Marsh Financial’s Southwest Airlines LUV Stock Holding History

Scott Marsh Financial’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
2025
Q2 		$334K Buy
+10,310
New +$311K 0.12% 188

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Scott Marsh Financial's LUV Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Southwest Airlines (LUV) in Q2 2025: 10,310 shares worth $334K. The stake represents 0.12% of the portfolio and ranks #188 among its holdings.

792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Scott Marsh Financial held 10,310 shares of Southwest Airlines worth $334K as of Q2 2025.
  • Southwest Airlines was a new Scott Marsh Financial position in Q2 2025.
  • Southwest Airlines made up 0.12% of Scott Marsh Financial's portfolio in Q2 2025, its #188 holding.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.