SWM
LUV icon

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 		$77.1K Buy
+1,500
New +$63K 0.03% 137

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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. 239 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.
  • 239 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.