WMA
LUV icon

Wealth Management Associates’s Southwest Airlines LUV Stock Holding History

Wealth Management Associates’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 		$634K Buy
12,335
+1,585
+15% +$66.6K 0.18% 106
2026
Q1 		$404K Buy
+10,750
New +$485K 0.14% 134

Other funds holding LUV

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Management Associates's LUV Position: Q2 2026 in Review

Wealth Management Associates increased its Southwest Airlines (LUV) stake by 15% in Q2 2026, buying an estimated $66.6K and bringing the position to 12,335 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #106.

Wealth Management Associates first reported a position in LUV in Q1 2026 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Wealth Management Associates held 12,335 shares of Southwest Airlines worth $634K as of Q2 2026.
  • Wealth Management Associates bought 1,585 Southwest Airlines shares in Q2 2026, an estimated $66.6K.
  • Southwest Airlines made up 0.18% of Wealth Management Associates's portfolio in Q2 2026, its #106 holding.
  • Wealth Management Associates first reported a position in Southwest Airlines in Q1 2026 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

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