SF
LUV icon

Summit Financial’s Southwest Airlines LUV Stock Holding History

Summit Financial’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 		$2.24M Buy
+43,409
New +$1.82M 0.02% 608

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

Summit Financial's LUV Position: Q2 2026 in Review

Summit Financial opened a new position in Southwest Airlines (LUV) in Q2 2026: 43,409 shares worth $2.24M. The stake represents 0.02% of the portfolio and ranks #608 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Summit Financial held 43,409 shares of Southwest Airlines worth $2.24M as of Q2 2026.
  • Southwest Airlines was a new Summit Financial position in Q2 2026.
  • Southwest Airlines made up 0.02% of Summit Financial's portfolio in Q2 2026, its #608 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.