VWA
LUV icon

Visionary Wealth Advisors’s Southwest Airlines LUV Stock Holding History

Visionary 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
Q1 		$208K Buy
5,529
+6
+0.1% +$271 0.01% 608
2025
Q4 		$228K Buy
+5,523
New +$193K 0.01% 561
2025
Q3 		– Sell
-7,091
Closed -$230K – 612
2025
Q2 		$230K Sell
7,091
-705
-9% -$21.2K 0.01% 520
2025
Q1 		$262K Sell
7,796
-2,080
-21% -$65.9K 0.02% 474
2024
Q4 		$332K Sell
9,876
-1,657
-14% -$52.9K 0.02% 421
2024
Q3 		$342K Sell
11,533
-1,228
-10% -$34K 0.02% 406
2024
Q2 		$365K Sell
12,761
-336
-3% -$9.37K 0.02% 382
2024
Q1 		$382K Sell
13,097
-955
-7% -$29.6K 0.03% 369
2023
Q4 		$406K Buy
14,052
+2,661
+23% +$69.2K 0.03% 350
2023
Q3 		$308K Buy
11,391
+472
+4% +$15.4K 0.03% 362
2023
Q2 		$395K Buy
10,919
+520
+5% +$16.3K 0.03% 323
2023
Q1 		$338K Sell
10,399
-777
-7% -$26.4K 0.03% 332
2022
Q4 		$376K Sell
11,176
-430
-4% -$15.5K 0.03% 282
2022
Q3 		$358K Sell
11,606
-1,249
-10% -$46.8K 0.04% 269
2022
Q2 		$464K Buy
12,855
+323
+3% +$13.9K 0.04% 249
2022
Q1 		$574K Buy
12,532
+647
+5% +$28.4K 0.05% 234
2021
Q4 		$509K Buy
11,885
+1,375
+13% +$64.5K 0.04% 231
2021
Q3 		$541K Sell
10,510
-2,400
-19% -$121K 0.06% 180
2021
Q2 		$685K Buy
12,910
+189
+1% +$11.3K 0.07% 167
2021
Q1 		$777K Sell
12,721
-227
-2% -$12.1K 0.08% 159
2020
Q4 		$604K Buy
12,948
+356
+3% +$15.4K 0.07% 172
2020
Q3 		$472K Buy
12,592
+1,446
+13% +$51.4K 0.07% 162
2020
Q2 		$381K Buy
+11,146
New +$354K 0.06% 161

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Visionary Wealth Advisors's LUV Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Southwest Airlines (LUV) stake by 0.11% in Q1 2026, buying an estimated $271 and bringing the position to 5,529 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #608.

Visionary Wealth Advisors first reported a position in LUV in Q2 2020 and has held it in 23 quarters since. The position peaked at $777K in Q1 2021. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Visionary Wealth Advisors held 5,529 shares of Southwest Airlines worth $208K as of Q1 2026.
  • Visionary Wealth Advisors bought 6 Southwest Airlines shares in Q1 2026, an estimated $271.
  • Southwest Airlines made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #608 holding.
  • Visionary Wealth Advisors first reported a position in Southwest Airlines in Q2 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's Southwest Airlines position peaked at $777K in Q1 2021.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.