TWM
LUV icon

Triton Wealth Management’s Southwest Airlines LUV Stock Holding History

Triton 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
2026
Q1 		$289K Sell
7,518
-338
-4% -$15.3K 0.11% 89
2025
Q4 		$398K Sell
7,856
-30
-0.4% -$1.05K 0.15% 81
2025
Q3 		$237K Sell
7,886
-1,030
-12% -$33.7K 0.09% 100
2025
Q2 		$297K Buy
+8,916
New +$269K 0.13% 87
2024
Q4 		$315K Sell
10,028
-612
-6% -$19.5K 0.16% 65
2024
Q3 		$319K Sell
10,640
-470
-4% -$13K 0.18% 60
2024
Q2 		$302K Sell
11,110
-142
-1% -$3.96K 0.18% 62
2024
Q1 		$327K Sell
11,252
-513
-4% -$15.9K 0.23% 52
2023
Q4 		$328K Buy
11,765
+63
+0.5% +$1.64K 0.22% 46
2023
Q3 		$278K Sell
11,702
-1,386
-11% -$45.2K 0.19% 50
2023
Q2 		$438K Buy
13,088
+47
+0.4% +$1.47K 0.25% 43
2023
Q1 		$411K Sell
13,041
-372
-3% -$12.7K 0.25% 41
2022
Q4 		$487K Sell
13,413
-1,506
-10% -$54.3K 0.3% 34
2022
Q3 		$495K Sell
14,919
-631
-4% -$23.6K 0.29% 32
2022
Q2 		$587K Sell
15,550
-1,214
-7% -$52.2K 0.41% 31
2022
Q1 		$731K Hold
16,764
– – 0.38% 34
2021
Q4 		$731K Buy
16,764
+340
+2% +$16K 0.38% 34
2021
Q3 		$819K Buy
16,424
+5
+0% +$253 0.39% 35
2021
Q2 		$831K Sell
16,419
-608
-4% -$36.4K 0.47% 29
2021
Q1 		$1.08M Sell
17,027
-876
-5% -$46.6K 0.73% 23
2020
Q4 		$817K Sell
17,903
-24,646
-58% -$1.07M 0.52% 23
2020
Q3 		$1.64M Sell
42,549
-15
-0% -$533 1.37% 17
2020
Q2 		$1.35M Buy
42,564
+34,917
+457% +$1.11M 1.39% 14
2020
Q1 		$207K Buy
+7,647
New +$379K 0.34% 57

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Triton Wealth Management's LUV Position: Q1 2026 in Review

Triton Wealth Management reduced its Southwest Airlines (LUV) stake by 4.3% in Q1 2026, selling an estimated $15.3K and leaving 7,518 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #89.

Triton Wealth Management first reported a position in LUV in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.64M in Q3 2020. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Triton Wealth Management held 7,518 shares of Southwest Airlines worth $289K as of Q1 2026.
  • Triton Wealth Management sold 338 Southwest Airlines shares in Q1 2026, an estimated $15.3K.
  • Southwest Airlines made up 0.11% of Triton Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Triton Wealth Management first reported a position in Southwest Airlines in Q1 2020 and has held it in 24 quarters since.
  • Triton Wealth Management's Southwest Airlines position peaked at $1.64M in Q3 2020.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.