Tucker Asset Management’s Southwest Airlines LUV Stock Holding History

Tucker Asset 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	-10	Closed	-$336	–	655
2024 Q4	$336	Hold	10	–	–	﹤0.01%	1437
2024 Q3	$296	Buy	+10	New	+$277	﹤0.01%	1355
2021 Q2	–	Sell	-4,425	Closed	-$270K	–	360
2021 Q1	$270K	Buy	+4,425	New	+$235K	0.14%	18

Other funds holding LUV

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Tucker Asset Management's LUV Position: Q1 2025 in Review

Tucker Asset Management sold out of Southwest Airlines (LUV) in Q1 2025, closing a stake of 10 shares — an estimated $336 sold.

Tucker Asset Management first reported a position in LUV in Q1 2021 and held it in 3 quarters. The position peaked at $270K in Q1 2021. 814 funds tracked by Wall St. Rank hold LUV as of Q1 2025.

Tucker Asset Management reported no remaining Southwest Airlines position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 10 Southwest Airlines shares in Q1 2025, an estimated $336.
Tucker Asset Management first reported a position in Southwest Airlines in Q1 2021 and held it in 3 quarters.
Tucker Asset Management's Southwest Airlines position peaked at $270K in Q1 2021.
814 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.