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Triangle Securities Wealth Management’s Southwest Airlines LUV Stock Holding History

Triangle Securities Wealth Management’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
Q1 		– Sell
-6,718
Closed -$226K – 204
2024
Q4 		$226K Buy
+6,718
New +$214K 0.06% 190

Other funds holding LUV

Vanguard Group
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Triangle Securities Wealth Management's LUV Position: Q1 2025 in Review

Triangle Securities Wealth Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 6,718 shares — an estimated $226K sold.

Triangle Securities Wealth Management first reported a position in LUV in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

  • Triangle Securities Wealth Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 6,718 Southwest Airlines shares in Q1 2025, an estimated $226K.
  • Triangle Securities Wealth Management first reported a position in Southwest Airlines in Q4 2024 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Southwest Airlines position peaked at $226K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.