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Wedmont Private Capital’s Southwest Airlines LUV Stock Holding History

Wedmont Private Capital’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
Q3 		$347K Sell
8,393
-139
-2% -$6.09K 0.01% 712
2026
Q2 		$413K Buy
8,532
+1,947
+30% +$81.8K 0.01% 621
2026
Q1 		$266K Buy
6,585
+603
+10% +$27.2K 0.01% 707
2025
Q4 		$255K Buy
+5,982
New +$209K 0.01% 689
2025
Q1 		– Sell
-7,160
Closed -$237K – 740
2024
Q4 		$237K Buy
+7,160
New +$228K 0.01% 608
2022
Q4 		– Sell
-6,908
Closed -$213K – 460
2022
Q3 		$213K Buy
6,908
+481
+7% +$18K 0.04% 347
2022
Q2 		$232K Sell
6,427
-196
-3% -$8.43K 0.05% 293
2022
Q1 		$304K Buy
6,623
+940
+17% +$41.3K 0.07% 234
2021
Q4 		$260K Buy
+5,683
New +$267K 0.08% 195

Other funds holding LUV

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wedmont Private Capital's LUV Position: Q3 2026 in Review

Wedmont Private Capital reduced its Southwest Airlines (LUV) stake by 1.6% in Q3 2026, selling an estimated $6.09K and leaving 8,393 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #712.

Wedmont Private Capital first reported a position in LUV in Q4 2021 and has held it in 9 quarters since. The position peaked at $413K in Q2 2026. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Wedmont Private Capital held 8,393 shares of Southwest Airlines worth $347K as of Q3 2026.
  • Wedmont Private Capital sold 139 Southwest Airlines shares in Q3 2026, an estimated $6.09K.
  • Southwest Airlines made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #712 holding.
  • Wedmont Private Capital first reported a position in Southwest Airlines in Q4 2021 and has held it in 9 quarters since.
  • Wedmont Private Capital's Southwest Airlines position peaked at $413K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.