Lodestone Wealth Management LLC

Position in LUV — Southwest Airlines Co

CIK 1950158 SPOKANE, WA

Position in LUV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$35,942

+$9,681 QoQ

Shares Held

699

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#711

of 924 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $57,843 across 4 Airlines names. LUV ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	699	$35,942
2	ALK	Alaska Air Group, Inc.	266	$13,885
3	DAL	Delta Air Lines, Inc.	69	$6,462
4	RYAAY	Ryanair Holdings PLC	24	$1,554

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,942	699	0.0%	Shares	Sole	2026-07-24
2026-03-31	$26,261	699	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$28,848	698	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.