True Wealth Design’s Southwest Airlines LUV Stock Holding History

True Wealth Design’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	$11.3K	Buy	220 +77	+54%	+$3.23K	﹤0.01%	1024
2026 Q1	$5.37K	Hold	143	–	–	﹤0.01%	1185
2025 Q4	$5.91K	Sell	143 -1	-0.7%	-$35	﹤0.01%	1026
2025 Q3	$4.6K	Sell	144 -8	-5%	-$262	﹤0.01%	1110
2025 Q2	$4.93K	Sell	152 -54	-26%	-$1.63K	﹤0.01%	807
2025 Q1	$6.92K	Buy	206 +70	+51%	+$2.22K	﹤0.01%	580
2024 Q4	$4.57K	Buy	136 +5	+4%	+$160	﹤0.01%	550
2024 Q3	$3.88K	Sell	131 -1,987	-94%	-$55K	﹤0.01%	622
2024 Q2	$60.6K	Buy	2,118 +2,003	+1,742%	+$55.9K	0.02%	153
2024 Q1	$3.36K	Buy	115 +6	+6%	+$186	﹤0.01%	301
2023 Q4	$3.15K	Hold	109	–	–	﹤0.01%	283
2023 Q3	$2.95K	Hold	109	–	–	﹤0.01%	246
2023 Q2	$3.95K	Sell	109 -1,020	-90%	-$32K	﹤0.01%	250
2023 Q1	$36.7K	Hold	1,129	–	–	0.02%	178
2022 Q4	$38K	Buy	+1,129	New	+$40.7K	0.02%	162

Other funds holding LUV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

True Wealth Design's LUV Position: Q2 2026 in Review

True Wealth Design increased its Southwest Airlines (LUV) stake by 54% in Q2 2026, buying an estimated $3.23K and bringing the position to 220 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

True Wealth Design first reported a position in LUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $60.6K in Q2 2024. 928 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

True Wealth Design held 220 shares of Southwest Airlines worth $11.3K as of Q2 2026.
True Wealth Design bought 77 Southwest Airlines shares in Q2 2026, an estimated $3.23K.
Southwest Airlines made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1024 holding.
True Wealth Design first reported a position in Southwest Airlines in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Southwest Airlines position peaked at $60.6K in Q2 2024.
928 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.