Position in LUV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$19,539
+$4,887 QoQ
Shares Held
380
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#746
of 923 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $4,242,995 across 8 Airlines names. LUV ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
44,591 | $4,176,393 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
200 | $27,198 | |
| 3 | LUV |
Southwest Airlines Co
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|
380 | $19,539 | |
| 4 | AAL |
American Airlines Group Inc.
|
560 | $10,119 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
99 | $5,167 | |
| 6 | SKYW |
Skywest Inc
|
23 | $2,284 | |
| 7 | ALGT |
Allegiant Travel CO
|
11 | $1,293 | |
| 8 | JBLU |
Jetblue Airways Corp
|
175 | $1,002 |
All Filings in LUV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,539 | 380 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,652 | 390 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,532 | 400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,764 | 400 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,976 | 400 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $13,432 | 400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,448 | 400 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,852 | 400 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $140,189 | 4,900 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $157,626 | 5,400 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $155,952 | 5,400 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $173,248 | 6,400 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $323,174 | 8,925 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $290,419 | 8,925 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $105,218 | 3,125 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $96,375 | 3,125 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $109,985 | 3,045 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $139,461 | 3,045 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $132,846 | 3,101 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $156,604 | 3,045 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $144,404 | 2,720 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $166,083 | 2,720 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $126,779 | 2,720 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $100,500 | 2,680 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $91,260 | 2,670 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $93,867 | 2,636 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||