SWM
LUV icon

SHP Wealth Management’s Southwest Airlines LUV Stock Holding History

SHP 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
Q1 		$24.3K Buy
646
+53
+9% +$2.39K ﹤0.01% 674
2025
Q4 		$24.5K Buy
+593
New +$20.7K ﹤0.01% 636

Other funds holding LUV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's LUV Position: Q1 2026 in Review

SHP Wealth Management increased its Southwest Airlines (LUV) stake by 8.9% in Q1 2026, buying an estimated $2.39K and bringing the position to 646 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

SHP Wealth Management first reported a position in LUV in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.5K in Q4 2025. 868 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • SHP Wealth Management held 646 shares of Southwest Airlines worth $24.3K as of Q1 2026.
  • SHP Wealth Management bought 53 Southwest Airlines shares in Q1 2026, an estimated $2.39K.
  • Southwest Airlines made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #674 holding.
  • SHP Wealth Management first reported a position in Southwest Airlines in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Southwest Airlines position peaked at $24.5K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.