VWM
LUV icon

Valley Wealth Managers’s Southwest Airlines LUV Stock Holding History

Valley Wealth Managers’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
Q3 		$6.5K Buy
+156
New +$6.84K ﹤0.01% 300
2019
Q4 		– Sell
-4,995
Closed -$270K – 194
2019
Q3 		$270K Hold
4,995
– – 0.03% 169
2019
Q2 		$254K Sell
4,995
-460
-8% -$23.8K 0.03% 175
2019
Q1 		$283K Buy
+5,455
New +$288K 0.03% 180

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Valley Wealth Managers's LUV Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Southwest Airlines (LUV) in Q3 2026: 156 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: Valley Wealth Managers previously reported a position in LUV as recently as Q3 2019.

Valley Wealth Managers first reported a position in LUV in Q1 2019 and has held it in 4 quarters since. The position peaked at $283K in Q1 2019. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Valley Wealth Managers held 156 shares of Southwest Airlines worth $6.5K as of Q3 2026.
  • Southwest Airlines was a new Valley Wealth Managers position in Q3 2026.
  • Southwest Airlines made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #300 holding.
  • Valley Wealth Managers first reported a position in Southwest Airlines in Q1 2019 and has held it in 4 quarters since.
  • Valley Wealth Managers's Southwest Airlines position peaked at $283K in Q1 2019.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.