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
Q2 		$239K Sell
4,658
-871
-16% -$36.6K 0.01% 604
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 $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 $3.37T AUM 44.26% 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

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

Visionary Wealth Advisors reduced its Southwest Airlines (LUV) stake by 16% in Q2 2026, selling an estimated $36.6K and leaving 4,658 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #604.

Visionary Wealth Advisors first reported a position in LUV in Q2 2020 and has held it in 24 quarters since. The position peaked at $777K in Q1 2021. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Visionary Wealth Advisors held 4,658 shares of Southwest Airlines worth $239K as of Q2 2026.
  • Visionary Wealth Advisors sold 871 Southwest Airlines shares in Q2 2026, an estimated $36.6K.
  • Southwest Airlines made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #604 holding.
  • Visionary Wealth Advisors first reported a position in Southwest Airlines in Q2 2020 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Southwest Airlines position peaked at $777K in Q1 2021.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.