WWM
LUV icon

Whalen Wealth Management’s Southwest Airlines LUV Stock Holding History

Whalen Wealth Management’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 		– Sell
-4,154
Closed -$214K – 238
2026
Q2 		$214K Buy
+4,154
New +$174K 0.1% 191

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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

Whalen Wealth Management's LUV Position: Q3 2026 in Review

Whalen Wealth Management sold out of Southwest Airlines (LUV) in Q3 2026, closing a stake of 4,154 shares — an estimated $214K sold.

Whalen Wealth Management first reported a position in LUV in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 37 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

  • Whalen Wealth Management reported no remaining Southwest Airlines position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,154 Southwest Airlines shares in Q3 2026, an estimated $214K.
  • Whalen Wealth Management first reported a position in Southwest Airlines in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Southwest Airlines position peaked at $214K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.