WWM
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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
Q2 		$214K Buy
+4,154
New +$174K 0.1% 191

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

Whalen Wealth Management opened a new position in Southwest Airlines (LUV) in Q2 2026: 4,154 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #191 among its holdings.

926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Whalen Wealth Management held 4,154 shares of Southwest Airlines worth $214K as of Q2 2026.
  • Southwest Airlines was a new Whalen Wealth Management position in Q2 2026.
  • Southwest Airlines made up 0.1% of Whalen Wealth Management's portfolio in Q2 2026, its #191 holding.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.