TAFW
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Tred Avon Family Wealth’s Southwest Airlines LUV Stock Holding History

Tred Avon Family Wealth’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 		$265K Buy
+5,145
New +$216K 0.08% 239
2026
Q1 		– Sell
-5,145
Closed -$213K – 266
2025
Q4 		$213K Buy
+5,145
New +$180K 0.07% 248

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Tred Avon Family Wealth's LUV Position: Q2 2026 in Review

Tred Avon Family Wealth opened a new position in Southwest Airlines (LUV) in Q2 2026: 5,145 shares worth $265K. The stake represents 0.08% of the portfolio and ranks #239 among its holdings. This is a return to the name: Tred Avon Family Wealth previously reported a position in LUV as recently as Q4 2025.

Tred Avon Family Wealth first reported a position in LUV in Q4 2025 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Tred Avon Family Wealth held 5,145 shares of Southwest Airlines worth $265K as of Q2 2026.
  • Southwest Airlines was a new Tred Avon Family Wealth position in Q2 2026.
  • Southwest Airlines made up 0.08% of Tred Avon Family Wealth's portfolio in Q2 2026, its #239 holding.
  • Tred Avon Family Wealth first reported a position in Southwest Airlines in Q4 2025 and has held it in 2 quarters since.
  • 932 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.