WA
LUV icon

Whipplewood Advisors’s Southwest Airlines LUV Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-17
Closed -$551 – 806
2025
Q2 		$551 Buy
+17
New +$512 ﹤0.01% 1109

Other funds holding LUV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whipplewood Advisors's LUV Position: Q3 2025 in Review

Whipplewood Advisors sold out of Southwest Airlines (LUV) in Q3 2025, closing a stake of 17 shares — an estimated $551 sold.

Whipplewood Advisors first reported a position in LUV in Q2 2025 and held it in 1 quarter. The position peaked at $551 in Q2 2025. 764 funds tracked by Wall St. Rank hold LUV as of Q3 2025.

  • Whipplewood Advisors reported no remaining Southwest Airlines position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 17 Southwest Airlines shares in Q3 2025, an estimated $551.
  • Whipplewood Advisors first reported a position in Southwest Airlines in Q2 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Southwest Airlines position peaked at $551 in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.