West Wealth Group’s Southwest Airlines LUV Stock Holding History

West Wealth Group’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 Q1	$245K	Buy	6,527 +14	+0.2%	+$632	0.05%	115
2025 Q4	$269K	Sell	6,513 -72	-1%	-$2.52K	0.06%	102
2025 Q3	$221K	Buy	+6,585	New	+$215K	0.05%	118
2025 Q2	–	Sell	-6,523	Closed	-$206K	–	117
2025 Q1	$206K	Buy	6,523 +91	+1%	+$2.88K	0.06%	94
2024 Q4	$216K	Sell	6,432 -472	-7%	-$15.1K	0.06%	89
2024 Q3	$205K	Buy	+6,904	New	+$191K	0.07%	81
2024 Q2	–	Sell	-6,883	Closed	-$201K	–	82
2024 Q1	$201K	Buy	+6,883	New	+$213K	0.07%	77
2023 Q3	–	Sell	-6,845	Closed	-$248K	–	79
2023 Q2	$248K	Hold	6,845	–	–	0.1%	59
2023 Q1	$223K	Buy	6,845 +152	+2%	+$5.17K	0.1%	58
2022 Q4	$225K	Hold	6,693	–	–	0.11%	62
2022 Q3	$206K	Hold	6,693	–	–	0.1%	57
2022 Q2	$241K	Hold	6,693	–	–	0.11%	57
2022 Q1	$306K	Hold	6,693	–	–	0.12%	45
2021 Q4	$286K	Buy	+6,693	New	+$314K	0.11%	41

Other funds holding LUV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Wealth Group's LUV Position: Q1 2026 in Review

West Wealth Group increased its Southwest Airlines (LUV) stake by 0.21% in Q1 2026, buying an estimated $632 and bringing the position to 6,527 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #115.

West Wealth Group first reported a position in LUV in Q4 2021 and has held it in 14 quarters since. The position peaked at $306K in Q1 2022. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

West Wealth Group held 6,527 shares of Southwest Airlines worth $245K as of Q1 2026.
West Wealth Group bought 14 Southwest Airlines shares in Q1 2026, an estimated $632.
Southwest Airlines made up 0.05% of West Wealth Group's portfolio in Q1 2026, its #115 holding.
West Wealth Group first reported a position in Southwest Airlines in Q4 2021 and has held it in 14 quarters since.
West Wealth Group's Southwest Airlines position peaked at $306K in Q1 2022.
864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.