WAG
LUV icon

Wilkerson Advisory Group’s Southwest Airlines LUV Stock Holding History

Wilkerson Advisory 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
Q2 		$3.94K Sell
77
-14
-15% -$588 ﹤0.01% 508
2026
Q1 		$3.43K Buy
91
+15
+20% +$677 ﹤0.01% 509
2025
Q4 		$3.14K Buy
+76
New +$2.65K ﹤0.01% 478

Other funds holding LUV

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wilkerson Advisory Group's LUV Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Southwest Airlines (LUV) stake by 15% in Q2 2026, selling an estimated $588 and leaving 77 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Wilkerson Advisory Group first reported a position in LUV in Q4 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • Wilkerson Advisory Group held 77 shares of Southwest Airlines worth $3.94K as of Q2 2026.
  • Wilkerson Advisory Group sold 14 Southwest Airlines shares in Q2 2026, an estimated $588.
  • Southwest Airlines made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #508 holding.
  • Wilkerson Advisory Group first reported a position in Southwest Airlines in Q4 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.