SWA
LUV icon

Strategic Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Strategic Wealth Advisors’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 		$15K Hold
375
– – 0.01% 159
2026
Q1 		$14K Hold
375
– – 0.01% 162
2025
Q4 		$15K Buy
+375
New +$13.1K 0.01% 159

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 Wealth Advisors's LUV Position: Q2 2026 in Review

Strategic Wealth Advisors held its Southwest Airlines (LUV) position steady in Q2 2026 at 375 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #159.

Strategic Wealth Advisors first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Strategic Wealth Advisors held 375 shares of Southwest Airlines worth $15K as of Q2 2026.
  • Strategic Wealth Advisors left its Southwest Airlines share count unchanged in Q2 2026.
  • Southwest Airlines made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Strategic Wealth Advisors first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.