SWM
LUV icon

Spire Wealth Management’s Southwest Airlines LUV Stock Holding History

Spire 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 		$30.4K Sell
590
-256
-30% -$10.8K ﹤0.01% 1312
2026
Q1 		$31.8K Buy
846
+17
+2% +$768 ﹤0.01% 1294
2025
Q4 		$34.3K Sell
829
-1,777
-68% -$62.1K ﹤0.01% 1296
2025
Q3 		$83.2K Sell
2,606
-1,436
-36% -$47K ﹤0.01% 1060
2025
Q2 		$131K Sell
4,042
-104
-3% -$3.13K ﹤0.01% 878
2025
Q1 		$139K Sell
4,146
-220
-5% -$6.97K ﹤0.01% 925
2024
Q4 		$147K Sell
4,366
-380
-8% -$12.1K ﹤0.01% 912
2024
Q3 		$141K Buy
4,746
+141
+3% +$3.9K ﹤0.01% 821
2024
Q2 		$132K Sell
4,605
-10
-0.2% -$279 ﹤0.01% 827
2024
Q1 		$135K Buy
4,615
+7
+0.2% +$217 ﹤0.01% 906
2023
Q4 		$138K Sell
4,608
-624
-12% -$16.2K ﹤0.01% 895
2023
Q3 		$142K Buy
5,232
+16
+0.3% +$522 0.01% 820
2023
Q2 		$189K Sell
5,216
-345
-6% -$10.8K 0.01% 736
2023
Q1 		$181K Buy
5,561
+91
+2% +$3.1K 0.01% 758
2022
Q4 		$184K Buy
5,470
+3,188
+140% +$115K 0.01% 578
2022
Q3 		$70K Buy
2,282
+659
+41% +$24.7K ﹤0.01% 833
2022
Q2 		$59K Buy
1,623
+82
+5% +$3.52K ﹤0.01% 1223
2022
Q1 		$71K Sell
1,541
-4,296
-74% -$189K ﹤0.01% 1309
2021
Q4 		$250K Buy
5,837
+3,184
+120% +$149K 0.01% 994
2021
Q3 		$136K Sell
2,653
-1,742
-40% -$88K ﹤0.01% 1074
2021
Q2 		$249K Sell
4,395
-3,281
-43% -$197K 0.01% 856
2021
Q1 		$470K Buy
+7,676
New +$408K 0.01% 689

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Southwest Airlines (LUV) stake by 30% in Q2 2026, selling an estimated $10.8K and leaving 590 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Spire Wealth Management first reported a position in LUV in Q1 2021 and has held it in 22 quarters since. The position peaked at $470K in Q1 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Spire Wealth Management held 590 shares of Southwest Airlines worth $30.4K as of Q2 2026.
  • Spire Wealth Management sold 256 Southwest Airlines shares in Q2 2026, an estimated $10.8K.
  • Southwest Airlines made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1312 holding.
  • Spire Wealth Management first reported a position in Southwest Airlines in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Southwest Airlines position peaked at $470K in Q1 2021.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.