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Sunbelt Securities’s Southwest Airlines LUV Stock Holding History

Sunbelt Securities’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
Q1 		$29.4K Buy
784
+103
+15% +$4.65K ﹤0.01% 1185
2025
Q4 		$28.1K Sell
681
-102
-13% -$3.56K ﹤0.01% 1156
2025
Q3 		$25K Sell
783
-155
-17% -$5.07K ﹤0.01% 1202
2025
Q2 		$31.6K Buy
938
+19
+2% +$572 ﹤0.01% 1049
2025
Q1 		$30.9K Sell
919
-219
-19% -$6.93K ﹤0.01% 1014
2024
Q4 		$38.2K Sell
1,138
-263
-19% -$8.39K ﹤0.01% 1001
2024
Q3 		$41.5K Sell
1,401
-304
-18% -$8.42K ﹤0.01% 987
2024
Q2 		$48.8K Sell
1,705
-1,013
-37% -$28.3K 0.01% 908
2024
Q1 		$79.3K Sell
2,718
-682
-20% -$21.1K 0.01% 771
2023
Q4 		$98.2K Buy
3,400
+447
+15% +$11.6K 0.01% 681
2023
Q3 		$79.9K Sell
2,953
-557
-16% -$18.2K 0.01% 702
2023
Q2 		$127K Sell
3,510
-2,821
-45% -$88.5K 0.02% 577
2023
Q1 		$201K Buy
+6,331
New +$215K 0.03% 436
2021
Q4 		– Sell
-6,374
Closed -$318K – 498
2021
Q3 		$318K Hold
6,374
– – 0.06% 336
2021
Q2 		$318K Sell
6,374
-295
-4% -$17.7K 0.06% 336
2021
Q1 		$407K Sell
6,669
-11,110
-62% -$591K 0.08% 275
2020
Q4 		$829K Buy
17,779
+3,236
+22% +$140K 0.17% 146
2020
Q3 		$554K Buy
14,543
+2,052
+16% +$72.9K 0.15% 172
2020
Q2 		$427K Buy
+12,491
New +$397K 0.15% 177
2020
Q1 		– Sell
-46,727
Closed -$2.52M – 532
2019
Q4 		$2.52M Sell
46,727
-393
-0.8% -$21.8K 0.27% 89
2019
Q3 		$2.54M Buy
47,120
+42,354
+889% +$2.22M 0.29% 82
2019
Q2 		$242K Sell
4,766
-3,199
-40% -$166K 0.11% 233
2019
Q1 		$413K Sell
7,965
-565
-7% -$29.8K 0.21% 136
2018
Q4 		$396K Buy
8,530
+4,941
+138% +$262K 0.23% 116
2018
Q3 		$224K Buy
+3,589
New +$210K 0.12% 201

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Sunbelt Securities's LUV Position: Q1 2026 in Review

Sunbelt Securities increased its Southwest Airlines (LUV) stake by 15% in Q1 2026, buying an estimated $4.65K and bringing the position to 784 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Sunbelt Securities first reported a position in LUV in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.54M in Q3 2019. 870 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Sunbelt Securities held 784 shares of Southwest Airlines worth $29.4K as of Q1 2026.
  • Sunbelt Securities bought 103 Southwest Airlines shares in Q1 2026, an estimated $4.65K.
  • Southwest Airlines made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1185 holding.
  • Sunbelt Securities first reported a position in Southwest Airlines in Q3 2018 and has held it in 25 quarters since.
  • Sunbelt Securities's Southwest Airlines position peaked at $2.54M in Q3 2019.
  • 870 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.