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Strategic Advocates’s Southwest Airlines LUV Stock Holding History

Strategic Advocates’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 		– Sell
-3
Closed -$124 – 466
2025
Q4 		$124 Hold
3
– – ﹤0.01% 591
2025
Q3 		$96 Buy
+3
New +$98 ﹤0.01% 580

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Strategic Advocates's LUV Position: Q1 2026 in Review

Strategic Advocates sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 3 shares — an estimated $124 sold.

Strategic Advocates first reported a position in LUV in Q3 2025 and held it in 2 quarters. The position peaked at $124 in Q4 2025. 871 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Strategic Advocates reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 3 Southwest Airlines shares in Q1 2026, an estimated $124.
  • Strategic Advocates first reported a position in Southwest Airlines in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Southwest Airlines position peaked at $124 in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.