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Successful Portfolios’s Southwest Airlines LUV Stock Holding History

Successful Portfolios’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 		$225K Buy
+4,579
New +$192K 0.11% 178
2026
Q1 		– Sell
-4,885
Closed -$217K – 198
2025
Q4 		$217K Buy
+4,885
New +$171K 0.11% 171
2023
Q3 		– Sell
-6,723
Closed -$243K – 155
2023
Q2 		$243K Sell
6,723
-4,668
-41% -$146K 0.21% 111
2023
Q1 		$371K Sell
11,391
-106
-0.9% -$3.6K 0.23% 109
2022
Q4 		$387K Buy
11,497
+499
+5% +$18K 0.25% 108
2022
Q3 		$339K Sell
10,998
-176
-2% -$6.59K 0.25% 106
2022
Q2 		$404K Sell
11,174
-173
-2% -$7.44K 0.27% 96
2022
Q1 		$520K Sell
11,347
-123
-1% -$5.41K 0.3% 88
2021
Q4 		$491K Buy
11,470
+119
+1% +$5.59K 0.27% 94
2021
Q3 		$584K Buy
11,351
+371
+3% +$18.7K 0.35% 74
2021
Q2 		$583K Buy
10,980
+2,851
+35% +$171K 0.35% 73
2021
Q1 		$496K Sell
8,129
-44
-0.5% -$2.34K 0.33% 85
2020
Q4 		$381K Buy
8,173
+559
+7% +$24.2K 0.27% 100
2020
Q3 		$286K Sell
7,614
-386
-5% -$13.7K 0.23% 121
2020
Q2 		$273K Buy
8,000
+290
+4% +$9.21K 0.24% 118
2020
Q1 		$275K Buy
7,710
+236
+3% +$11.7K 0.28% 98
2019
Q4 		$403K Sell
7,474
-300
-4% -$16.6K 0.36% 78
2019
Q3 		$420K Buy
7,774
+136
+2% +$7.11K 0.39% 73
2019
Q2 		$388K Sell
7,638
-200
-3% -$10.4K 0.42% 74
2019
Q1 		$407K Buy
7,838
+494
+7% +$26.1K 0.45% 68
2018
Q4 		$341K Sell
7,344
-123
-2% -$6.53K 0.44% 72
2018
Q3 		$466K Buy
7,467
+197
+3% +$11.5K 0.51% 61
2018
Q2 		$370K Buy
7,270
+141
+2% +$7.42K 0.43% 76
2018
Q1 		$408K Buy
7,129
+145
+2% +$8.71K 0.5% 63
2017
Q4 		$457K Buy
+6,984
New +$411K 0.57% 55

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

Successful Portfolios's LUV Position: Q2 2026 in Review

Successful Portfolios opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,579 shares worth $225K. The stake represents 0.11% of the portfolio and ranks #178 among its holdings. This is a return to the name: Successful Portfolios previously reported a position in LUV as recently as Q4 2025.

Successful Portfolios first reported a position in LUV in Q4 2017 and has held it in 25 quarters since. The position peaked at $584K in Q3 2021. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Successful Portfolios held 4,579 shares of Southwest Airlines worth $225K as of Q2 2026.
  • Southwest Airlines was a new Successful Portfolios position in Q2 2026.
  • Southwest Airlines made up 0.11% of Successful Portfolios's portfolio in Q2 2026, its #178 holding.
  • Successful Portfolios first reported a position in Southwest Airlines in Q4 2017 and has held it in 25 quarters since.
  • Successful Portfolios's Southwest Airlines position peaked at $584K in Q3 2021.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.