Steward Partners Investment Advisory, LLC
Position in LUV — Southwest Airlines Co
CIK 1723397
STAMFORD, CT
Position in LUV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$526,280
-$109,830 QoQ
Shares Held
14,008
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,328,216 across 11 Airlines names. LUV ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
64,323 | $4,276,193 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
7,514 | $691,813 | |
| 3 | CPA |
Copa Holdings, S.A.
|
4,993 | $567,254 | |
| 4 | LUV |
Southwest Airlines Co
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|
14,008 | $526,280 | |
| 5 | AAL |
American Airlines Group Inc.
|
9,269 | $99,549 | |
| 6 | ALGT |
Allegiant Travel CO
|
725 | $58,754 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
782 | $45,199 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
539 | $19,824 |
All Filings in LUV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,280 | 14,008 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $636,110 | 15,391 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $494,924 | 15,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $537,271 | 16,562 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $586,541 | 17,467 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $558,865 | 16,623 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $471,946 | 15,928 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,255 | 16,996 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $420,890 | 14,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $409,287 | 14,172 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $410,110 | 15,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $483,113 | 13,342 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $341,604 | 10,498 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $286,262 | 8,502 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $217,483 | 7,052 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $234,418 | 6,490 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $317,623 | 6,935 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $320,443 | 7,480 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $615,822 | 11,974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $619,241 | 11,664 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,378,307 | 22,573 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $545,150 | 11,696 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $309,487 | 8,253 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $246,916 | 7,224 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $195,676 | 5,495 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||