Position in LUV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$850,692
+$264,976 QoQ
Shares Held
16,544
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 930 holders
Holding Since
Jun 2024
9 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, 2026HB Wealth Management, LLC holds $20,667,911 across 7 Airlines names. LUV ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
179,930 | $16,852,243 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
13,692 | $1,861,975 | |
| 3 | LUV |
Southwest Airlines Co
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|
16,544 | $850,692 | |
| 4 | AAL |
American Airlines Group Inc.
|
27,636 | $499,382 | |
| 5 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
33,018 | $309,378 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,215 | $208,171 | |
| 7 | JBLU |
Jetblue Airways Corp
|
15,021 | $86,070 |
All Filings in LUV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,692 | 16,544 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $585,716 | 15,590 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $606,063 | 14,664 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $460,716 | 14,438 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $396,416 | 12,220 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $490,838 | 14,617 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $442,741 | 13,169 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $328,655 | 11,092 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $201,814 | 7,054 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||