ZIM
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Zacks Investment Management’s Southwest Airlines LUV Stock Holding History

Zacks Investment 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
Q1 		$3.26M Buy
86,761
+3,953
+5% +$178K 0.03% 286
2025
Q4 		$3.42M Sell
82,808
-262
-0.3% -$9.15K 0.03% 276
2025
Q3 		$2.65M Buy
83,070
+348
+0.4% +$11.4K 0.02% 297
2025
Q2 		$2.68M Sell
82,722
-582
-0.7% -$17.5K 0.02% 290
2025
Q1 		$2.8M Buy
83,304
+243
+0.3% +$7.7K 0.03% 286
2024
Q4 		$2.79M Buy
+83,061
New +$2.65M 0.03% 294
2017
Q4 		– Sell
-4,225
Closed -$236K – 620
2017
Q3 		$236K Buy
+4,225
New +$237K 0.01% 494
2016
Q2 		– Sell
-34,240
Closed -$1.53M – 682
2016
Q1 		$1.53M Buy
+34,240
New +$1.39M 0.05% 252
2015
Q2 		– Sell
-49,065
Closed -$2.17M – 684
2015
Q1 		$2.17M Sell
49,065
-101,540
-67% -$4.44M 0.07% 179
2014
Q4 		$6.37M Sell
150,605
-18,060
-11% -$674K 0.21% 127
2014
Q3 		$5.7M Sell
168,665
-28,668
-15% -$875K 0.2% 127
2014
Q2 		$5.3M Buy
197,333
+7,745
+4% +$195K 0.19% 134
2014
Q1 		$4.48M Buy
189,588
+162,915
+611% +$3.56M 0.17% 143
2013
Q4 		$503K Buy
+26,673
New +$465K 0.02% 389

Other funds holding LUV

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Zacks Investment Management's LUV Position: Q1 2026 in Review

Zacks Investment Management increased its Southwest Airlines (LUV) stake by 4.8% in Q1 2026, buying an estimated $178K and bringing the position to 86,761 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #286.

Zacks Investment Management first reported a position in LUV in Q4 2013 and has held it in 14 quarters since. The position peaked at $6.37M in Q4 2014. 864 funds tracked by Wall St. Rank hold LUV as of Q1 2026.

  • Zacks Investment Management held 86,761 shares of Southwest Airlines worth $3.26M as of Q1 2026.
  • Zacks Investment Management bought 3,953 Southwest Airlines shares in Q1 2026, an estimated $178K.
  • Southwest Airlines made up 0.03% of Zacks Investment Management's portfolio in Q1 2026, its #286 holding.
  • Zacks Investment Management first reported a position in Southwest Airlines in Q4 2013 and has held it in 14 quarters since.
  • Zacks Investment Management's Southwest Airlines position peaked at $6.37M in Q4 2014.
  • 864 funds tracked by Wall St. Rank held Southwest Airlines as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.