SWIM
LUV icon

Smallwood Wealth Investment Management’s Southwest Airlines LUV Stock Holding History

Smallwood Wealth Investment 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 		$5.14K Hold
100
– – ﹤0.01% 367
2026
Q1 		$3.76K Hold
100
– – ﹤0.01% 381
2025
Q4 		$4.13K Hold
100
– – ﹤0.01% 364
2025
Q3 		$3.19K Hold
100
– – ﹤0.01% 374
2025
Q2 		$3.24K Hold
100
– – ﹤0.01% 377
2025
Q1 		$3.36K Buy
+100
New +$3.17K ﹤0.01% 360

Other funds holding LUV

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
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
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's LUV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Southwest Airlines (LUV) position steady in Q2 2026 at 100 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Smallwood Wealth Investment Management first reported a position in LUV in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Smallwood Wealth Investment Management held 100 shares of Southwest Airlines worth $5.14K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #367 holding.
  • Smallwood Wealth Investment Management first reported a position in Southwest Airlines in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.