Williams Jones Wealth Management, LLC.

Position in LUV — Southwest Airlines Co

CIK 1788587 New York, NY

Position in LUV

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,433,773

+$1,738,801 QoQ

Shares Held

125,122

+0.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#140

of 923 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $6,848,542 across 2 Airlines names. LUV ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LUV	Southwest Airlines Co This page	125,122	$6,433,773
2	UAL	United Airlines Holdings, Inc.	3,050	$414,769

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,433,773	125,122	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$4,694,972	124,966	0.0%	Shares	Sole	2026-05-05
2025-12-31	$5,164,844	124,966	0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,987,665	124,966	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,053,897	124,966	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$4,196,425	124,968	0.0%	Shares	Sole	2025-05-15
2024-12-31	$4,201,424	124,968	0.0%	Shares	Sole	2025-02-14
2024-09-30	$3,702,801	124,968	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$3,720,043	130,026	-0.3%	Shares	Sole	2024-08-05
2024-03-31	$3,806,200	130,394	-0.4%	Shares	Sole	2024-05-07
2023-12-31	$3,780,218	130,894	-0.4%	Shares	Sole	2024-02-14
2023-09-30	$3,556,835	131,394	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$4,762,121	131,514	-0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,279,758	131,523	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$4,450,803	132,189	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$4,062,059	131,714	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$4,876,705	135,014	+893.0%	Shares	Sole	2022-08-15
2022-03-31	$622,696	13,596	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.