WIA
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World Investment Advisors’s Southwest Airlines LUV Stock Holding History

World Investment 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
2026
Q2 		$683K Sell
17,914
-142
-0.8% -$5.96K 0.01% 830
2026
Q1 		$678K Sell
18,056
-3,092
-15% -$140K 0.01% 853
2025
Q4 		$874K Buy
21,148
+210
+1% +$7.33K 0.01% 737
2025
Q3 		$668K Buy
20,938
+2,390
+13% +$78.2K 0.01% 685
2025
Q2 		$603K Sell
18,548
-1,723
-8% -$51.9K 0.01% 670
2025
Q1 		$682K Sell
20,271
-226
-1% -$7.16K 0.02% 603
2024
Q4 		$691K Buy
20,497
+3,603
+21% +$115K 0.02% 567
2024
Q3 		$501K Sell
16,894
-900
-5% -$24.9K 0.02% 593
2024
Q2 		$509K Buy
17,794
+9,201
+107% +$257K 0.03% 402
2024
Q1 		$251K Sell
8,593
-12,508
-59% -$387K 0.04% 337
2023
Q4 		$613K Sell
21,101
-408
-2% -$10.6K 0.08% 200
2023
Q3 		$582K Buy
21,509
+27
+0.1% +$881 0.12% 127
2023
Q2 		$782K Sell
21,482
-885
-4% -$27.7K 0.15% 106
2023
Q1 		$728K Buy
22,367
+5,438
+32% +$185K 0.15% 105
2022
Q4 		$570K Sell
16,929
-1,710
-9% -$61.7K 0.13% 116
2022
Q3 		$575K Sell
18,639
-100
-0.5% -$3.75K 0.14% 120
2022
Q2 		$731K Sell
18,739
-538
-3% -$23.1K 0.15% 109
2022
Q1 		$883K Sell
19,277
-636
-3% -$28K 0.18% 99
2021
Q4 		$927K Buy
19,913
+15,866
+392% +$745K 0.19% 98
2021
Q3 		$208K Sell
4,047
-1,689
-29% -$85.3K 0.05% 238
2021
Q2 		$305K Buy
5,736
+829
+17% +$49.7K 0.07% 184
2021
Q1 		$294K Sell
4,907
-278
-5% -$14.8K 0.07% 175
2020
Q4 		$266K Sell
5,185
-895
-15% -$38.8K 0.07% 181
2020
Q3 		$228K Buy
+6,080
New +$216K 0.08% 146

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

World Investment Advisors's LUV Position: Q2 2026 in Review

World Investment Advisors reduced its Southwest Airlines (LUV) stake by 0.79% in Q2 2026, selling an estimated $5.96K and leaving 17,914 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #830.

World Investment Advisors first reported a position in LUV in Q3 2020 and has held it in 24 quarters since. The position peaked at $927K in Q4 2021. 926 funds tracked by Wall St. Rank hold LUV as of Q2 2026.

  • World Investment Advisors held 17,914 shares of Southwest Airlines worth $683K as of Q2 2026.
  • World Investment Advisors sold 142 Southwest Airlines shares in Q2 2026, an estimated $5.96K.
  • Southwest Airlines made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #830 holding.
  • World Investment Advisors first reported a position in Southwest Airlines in Q3 2020 and has held it in 24 quarters since.
  • World Investment Advisors's Southwest Airlines position peaked at $927K in Q4 2021.
  • 926 funds tracked by Wall St. Rank held Southwest Airlines as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.