VWA
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Valued Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Valued Wealth 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
Q2 		$5.72K Buy
111
+52
+88% +$2.18K ﹤0.01% 421
2026
Q1 		$2.21K Buy
59
+21
+55% +$948 ﹤0.01% 551
2025
Q4 		$1.56K Sell
38
-5
-12% -$175 ﹤0.01% 419
2025
Q3 		$1.36K Buy
43
+1
+2% +$33 ﹤0.01% 421
2025
Q2 		$1.38K Sell
42
-49
-54% -$1.48K ﹤0.01% 414
2025
Q1 		$3.08K Buy
91
+30
+49% +$950 ﹤0.01% 367
2024
Q4 		$2.06K Buy
61
+26
+74% +$829 ﹤0.01% 405
2024
Q3 		$1.04K Buy
35
+1
+3% +$28 ﹤0.01% 447
2024
Q2 		$976 Buy
34
+8
+31% +$223 ﹤0.01% 441
2024
Q1 		$759 Buy
26
+8
+44% +$248 ﹤0.01% 464
2023
Q4 		$488 Buy
+18
New +$468 ﹤0.01% 437

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Valued Wealth Advisors's LUV Position: Q2 2026 in Review

Valued Wealth Advisors increased its Southwest Airlines (LUV) stake by 88% in Q2 2026, buying an estimated $2.18K and bringing the position to 111 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Valued Wealth Advisors first reported a position in LUV in Q4 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Valued Wealth Advisors held 111 shares of Southwest Airlines worth $5.72K as of Q2 2026.
  • Valued Wealth Advisors bought 52 Southwest Airlines shares in Q2 2026, an estimated $2.18K.
  • Southwest Airlines made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • Valued Wealth Advisors first reported a position in Southwest Airlines in Q4 2023 and has held it in 11 quarters since.
  • 933 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.