Sumitomo Life Insurance’s Southwest Airlines LUV Stock Holding History

Sumitomo Life Insurance’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 Q3	–	Sell	-6,967	Closed	-$226K	–	276
2025 Q2	$226K	Sell	6,967 -308	-4%	-$9.28K	0.02%	260
2025 Q1	$244K	Sell	7,275 -110	-1%	-$3.48K	0.01%	266
2024 Q4	$248K	Sell	7,385 -299	-4%	-$9.54K	﹤0.01%	268
2024 Q3	$228K	Sell	7,684 -239	-3%	-$6.62K	﹤0.01%	268
2024 Q2	$227K	Sell	7,923 -715	-8%	-$19.9K	0.01%	270
2024 Q1	$252K	Sell	8,638 -581	-6%	-$18K	0.01%	261
2023 Q4	$266K	Hold	9,219	–	–	0.01%	254
2023 Q3	$250K	Sell	9,219 -394	-4%	-$12.9K	0.01%	254
2023 Q2	$348K	Sell	9,613 -941	-9%	-$29.5K	0.02%	251
2023 Q1	$343K	Hold	10,554	–	–	0.03%	246
2022 Q4	$355K	Sell	10,554 -797	-7%	-$28.7K	0.03%	252
2022 Q3	$350K	Sell	11,351 -410	-3%	-$15.4K	0.01%	251
2022 Q2	$425K	Buy	11,761 +310	+3%	+$13.3K	0.01%	251
2022 Q1	$524K	Sell	11,451 -682	-6%	-$30K	0.01%	248
2021 Q4	$520K	Sell	12,133 -83	-0.7%	-$3.9K	0.01%	254
2021 Q3	$628K	Sell	12,216 -725	-6%	-$36.6K	0.02%	244
2021 Q2	$687K	Sell	12,941 -1,816	-12%	-$109K	0.02%	258
2021 Q1	$901K	Sell	14,757 -603	-4%	-$32.1K	0.04%	237
2020 Q4	$716K	Sell	15,360 -2,006	-12%	-$86.9K	0.03%	252
2020 Q3	$651K	Sell	17,366 -892	-5%	-$31.7K	0.03%	235
2020 Q2	$624K	Sell	18,258 -1,047	-5%	-$33.3K	0.03%	236
2020 Q1	$687K	Sell	19,305 -187	-1%	-$9.27K	0.05%	221
2019 Q4	$1.05M	Buy	19,492 +918	+5%	+$50.9K	0.12%	229
2019 Q3	$1M	Sell	18,574 -1,590	-8%	-$83.2K	0.13%	220
2019 Q2	$1.02M	Buy	20,164 +533	+3%	+$27.6K	0.12%	221
2019 Q1	$1.02M	Sell	19,631 -2,124	-10%	-$112K	0.14%	217
2018 Q4	$1.01M	Buy	21,755 +524	+2%	+$27.8K	0.14%	213
2018 Q3	$1.33M	Sell	21,231 -493	-2%	-$28.8K	0.16%	198
2018 Q2	$1.1M	Buy	21,724 +1,003	+5%	+$52.8K	0.14%	223
2018 Q1	$1.19M	Sell	20,721 -899	-4%	-$54K	0.16%	210
2017 Q4	$1.42M	Buy	21,620 +9,379	+77%	+$552K	0.18%	196
2017 Q3	$685K	Sell	12,241 -172	-1%	-$9.65K	0.09%	247
2017 Q2	$771K	Buy	12,413 +9,135	+279%	+$532K	0.1%	244
2017 Q1	$176K	Sell	3,278 -9,500	-74%	-$511K	0.02%	282
2016 Q4	$637K	Buy	12,778 +359	+3%	+$16.1K	0.09%	250
2016 Q3	$483K	Sell	12,419 -13,729	-53%	-$522K	0.07%	274
2016 Q2	$1.02M	Sell	26,148 -890	-3%	-$38.1K	0.14%	222
2016 Q1	$1.21M	Sell	27,038 -819	-3%	-$33.3K	0.16%	211
2015 Q4	$1.2M	Sell	27,857 -657	-2%	-$29.1K	0.15%	206
2015 Q3	$1.08M	Sell	28,514 -687	-2%	-$25.4K	0.14%	232
2015 Q2	$966K	Sell	29,201 -3,657	-11%	-$143K	0.12%	250
2015 Q1	$1.46M	Sell	32,858 -3,465	-10%	-$151K	0.16%	213
2014 Q4	$1.54M	Sell	36,323 -21,497	-37%	-$803K	0.15%	225
2014 Q3	$1.95M	Sell	57,820 -1,547	-3%	-$47.2K	0.19%	199
2014 Q2	$1.59M	Buy	59,367 +308	+0.5%	+$7.76K	0.15%	231
2014 Q1	$1.39M	Sell	59,059 -5,243	-8%	-$115K	0.14%	226
2013 Q4	$1.21M	Sell	64,302 -97,808	-60%	-$1.71M	0.11%	236
2013 Q3	$2.36M	Sell	162,110 -17,632	-10%	-$240K	0.22%	177
2013 Q2	$2.32M	Buy	+179,742	New	+$2.45M	0.22%	174

Other funds holding LUV

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Life Insurance's LUV Position: Q3 2025 in Review

Sumitomo Life Insurance sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 6,967 shares — an estimated $226K sold.

Sumitomo Life Insurance first reported a position in LUV in Q2 2013 and held it in 49 quarters. The position peaked at $2.36M in Q3 2013. 765 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

Sumitomo Life Insurance reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
Sumitomo Life Insurance sold 6,967 Southwest Airlines shares in Q3 2025, an estimated $226K.
Sumitomo Life Insurance first reported a position in Southwest Airlines in Q2 2013 and held it in 49 quarters.
Sumitomo Life Insurance's Southwest Airlines position peaked at $2.36M in Q3 2013.
765 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Sumitomo Life Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.