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Strategic Investment Solutions’s Southwest Airlines LUV Stock Holding History

Strategic Investment Solutions’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 		$276K Buy
5,377
+33
+0.6% +$1.39K 0.06% 131
2026
Q1 		$201K Sell
5,344
-1,931
-27% -$87.2K 0.05% 147
2025
Q4 		$301K Buy
7,275
+2,000
+38% +$69.9K 0.07% 115
2025
Q3 		$168K Buy
5,275
+55
+1% +$1.8K 0.04% 149
2025
Q2 		$169K Sell
5,220
-80
-2% -$2.41K 0.05% 134
2025
Q1 		$178K Buy
5,300
+2,956
+126% +$93.6K 0.05% 113
2024
Q4 		$68.5K Sell
2,344
-3,002
-56% -$95.8K 0.02% 172
2024
Q3 		$158K Buy
5,346
+30
+0.6% +$831 0.05% 109
2024
Q2 		$146K Buy
+5,316
New +$148K 0.05% 109
2023
Q4 		$65.5K Sell
2,269
-6,150
-73% -$160K 0.01% 400
2023
Q3 		$278K Buy
8,419
+8,218
+4,089% +$268K ﹤0.01% 464
2023
Q2 		$5.85K Sell
201
-108
-35% -$3.39K ﹤0.01% 632
2023
Q1 		$10.1K Buy
+309
New +$10.5K ﹤0.01% 643

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

Strategic Investment Solutions's LUV Position: Q2 2026 in Review

Strategic Investment Solutions increased its Southwest Airlines (LUV) stake by 0.62% in Q2 2026, buying an estimated $1.39K and bringing the position to 5,377 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #131.

Strategic Investment Solutions first reported a position in LUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $301K in Q4 2025. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Strategic Investment Solutions held 5,377 shares of Southwest Airlines worth $276K as of Q2 2026.
  • Strategic Investment Solutions bought 33 Southwest Airlines shares in Q2 2026, an estimated $1.39K.
  • Southwest Airlines made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #131 holding.
  • Strategic Investment Solutions first reported a position in Southwest Airlines in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Southwest Airlines position peaked at $301K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.