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Stonebridge Financial Group (Pennsylvania)’s Southwest Airlines LUV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-420
Closed -$14.1K – 624
2025
Q1 		$14.1K Buy
420
+5
+1% +$158 ﹤0.01% 546
2024
Q4 		$14K Buy
+415
New +$13.2K ﹤0.01% 551

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LUV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Southwest Airlines (LUV) in Q2 2025, closing a stake of 420 shares — an estimated $14.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in LUV in Q4 2024 and held it in 2 quarters. The position peaked at $14.1K in Q1 2025. 792 funds tracked by Wall St. Rank hold LUV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Southwest Airlines position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 420 Southwest Airlines shares in Q2 2025, an estimated $14.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Southwest Airlines in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Southwest Airlines position peaked at $14.1K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.