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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wedmont Private Capital's LUV Position: Q2 2026 in Review

Wedmont Private Capital increased its Southwest Airlines (LUV) stake by 30% in Q2 2026, buying an estimated $81.8K and bringing the position to 8,532 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #621.

Wedmont Private Capital first reported a position in LUV in Q4 2021 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

Wedmont Private Capital held 8,532 shares of Southwest Airlines worth $413K as of Q2 2026.
Wedmont Private Capital bought 1,947 Southwest Airlines shares in Q2 2026, an estimated $81.8K.
Southwest Airlines made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #621 holding.
Wedmont Private Capital first reported a position in Southwest Airlines in Q4 2021 and has held it in 8 quarters since.
503 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.