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TrueWealth Advisors’s Southwest Airlines LUV Stock Holding History

TrueWealth Advisors’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 		– Sell
-5,282
Closed -$218K – 242
2025
Q4 		$218K Buy
+5,282
New +$185K 0.06% 228

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VPM
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T. Rowe Price Associates
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Geode Capital Management
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TrueWealth Advisors's LUV Position: Q1 2026 in Review

TrueWealth Advisors sold out of Southwest Airlines (LUV) in Q1 2026, closing a stake of 5,282 shares — an estimated $218K sold.

TrueWealth Advisors first reported a position in LUV in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 865 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • TrueWealth Advisors reported no remaining Southwest Airlines position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 5,282 Southwest Airlines shares in Q1 2026, an estimated $218K.
  • TrueWealth Advisors first reported a position in Southwest Airlines in Q4 2025 and held it in 1 quarter.
  • TrueWealth Advisors's Southwest Airlines position peaked at $218K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.