Shelton Wealth Management’s Southwest Airlines LUV Stock Holding History

Shelton 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 Q2	$139K	Buy	+2,701	New	+$113K	0.05%	130
2022 Q2	–	Sell	-5,652	Closed	-$259K	–	70
2022 Q1	$259K	Buy	5,652 +351	+7%	+$15.4K	0.2%	58
2021 Q4	$227K	Buy	+5,301	New	+$249K	0.18%	64

Other funds holding LUV

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shelton Wealth Management's LUV Position: Q2 2026 in Review

Shelton Wealth Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 2,701 shares worth $139K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in LUV as recently as Q1 2022.

Shelton Wealth Management first reported a position in LUV in Q4 2021 and has held it in 3 quarters since. The position peaked at $259K in Q1 2022. 130 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Shelton Wealth Management held 2,701 shares of Southwest Airlines worth $139K as of Q2 2026.
Southwest Airlines was a new Shelton Wealth Management position in Q2 2026.
Southwest Airlines made up 0.05% of Shelton Wealth Management's portfolio in Q2 2026, its #130 holding.
Shelton Wealth Management first reported a position in Southwest Airlines in Q4 2021 and has held it in 3 quarters since.
Shelton Wealth Management's Southwest Airlines position peaked at $259K in Q1 2022.
130 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.