VWA
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VSM Wealth Advisory’s Southwest Airlines LUV Stock Holding History

VSM Wealth Advisory’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 		$55.4K Buy
1,076
+5
+0.5% +$210 0.01% 208
2026
Q1 		$40.2K Buy
1,071
+4
+0.4% +$181 0.01% 230
2025
Q4 		$44.1K Hold
1,067
– – 0.01% 210
2025
Q3 		$34K Buy
1,067
+11
+1% +$360 0.01% 227
2025
Q2 		$34.2K Sell
1,056
-194
-16% -$5.84K 0.01% 255
2025
Q1 		$42K Buy
1,250
+6
+0.5% +$190 0.02% 206
2024
Q4 		$41.8K Buy
+1,244
New +$39.7K 0.01% 210

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

VSM Wealth Advisory's LUV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Southwest Airlines (LUV) stake by 0.47% in Q2 2026, buying an estimated $210 and bringing the position to 1,076 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #208.

VSM Wealth Advisory first reported a position in LUV in Q4 2024 and has held it in 7 quarters since. 930 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • VSM Wealth Advisory held 1,076 shares of Southwest Airlines worth $55.4K as of Q2 2026.
  • VSM Wealth Advisory bought 5 Southwest Airlines shares in Q2 2026, an estimated $210.
  • Southwest Airlines made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #208 holding.
  • VSM Wealth Advisory first reported a position in Southwest Airlines in Q4 2024 and has held it in 7 quarters since.
  • 930 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.