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
Q2 		$32K Sell
622
-24
-4% -$1.01K ﹤0.01% 653
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 $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SHP Wealth Management reduced its Southwest Airlines (LUV) stake by 3.7% in Q2 2026, selling an estimated $1.01K and leaving 622 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

SHP Wealth Management first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • SHP Wealth Management held 622 shares of Southwest Airlines worth $32K as of Q2 2026.
  • SHP Wealth Management sold 24 Southwest Airlines shares in Q2 2026, an estimated $1.01K.
  • Southwest Airlines made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #653 holding.
  • SHP Wealth Management first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.