BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in LUV — Southwest Airlines Co

CIK 2010186 CINCINNATI, OH

Position in LUV

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

Position Value

$152,974

+$71,260 QoQ

Shares Held

2,975

+36.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#642

of 922 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Industrials · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $239,936 across 5 Airlines names. LUV ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	2,975	$152,974
2	DAL	Delta Air Lines, Inc.	569	$53,292
3	UAL	United Airlines Holdings, Inc.	162	$22,030
4	JBLU	Jetblue Airways Corp	2,000	$11,460
5	AAL	American Airlines Group Inc.	10	$180

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$152,974	2,975	+36.8%	Shares	Sole	2026-07-24
2026-03-31	$81,714	2,175	-3.1%	Shares	Sole	2026-05-06
2025-12-31	$92,744	2,244	+3.8%	Shares	Sole	2026-01-22
2025-09-30	$68,989	2,162	+0.3%	Shares	Sole	2025-10-09
2025-06-30	$69,940	2,156	-18.9%	Shares	Sole	2025-07-18
2025-03-31	$89,289	2,659	+23.3%	Shares	Sole	2025-04-24
2024-12-31	$72,484	2,156	0.0%	Shares	Sole	2025-01-17
2024-09-30	$63,882	2,156	0.0%	Shares	Sole	2024-10-17
2024-06-30	$61,683	2,156	-31.7%	Shares	Sole	2024-07-12
2024-03-31	$92,123	3,156	+46.5%	Shares	Sole	2024-05-09
2023-12-31	$62,236	2,155	-64.9%	Shares	Sole	2024-02-14
2023-09-30	$166,074	6,135	-25.8%	Shares	Sole	2024-02-14
2023-06-30	$299,529	8,272	+88.3%	Shares	Sole	2024-02-14
2023-03-31	$142,915	4,392	0.0%	Shares	Sole	2024-02-14
2022-12-31	$147,878	4,392	-8.4%	Shares	Sole	2024-02-14
2022-09-30	$147,877	4,795	0.0%	Shares	Sole	2024-02-14
2022-06-30	$173,195	4,795	+2.6%	Shares	Sole	2024-02-14
2022-03-31	$214,115	4,675	0.0%	Shares	Sole	2024-02-14
2021-12-31	$200,277	4,675	+356.1%	Shares	Sole	2024-02-14
2021-09-30	$52,715	1,025	0.0%	Shares	Sole	2024-02-14
2021-06-30	$54,417	1,025	0.0%	Shares	Sole	2024-02-14
2021-03-31	$62,586	1,025	0.0%	Shares	Sole	2024-02-14
2020-12-31	$47,775	1,025	0.0%	Shares	Sole	2024-02-13
2020-09-30	$38,437	1,025	0.0%	Shares	Sole	2024-02-13
2020-06-30	$35,034	1,025	0.0%	Shares	Sole	2024-02-13
2020-03-31	$36,500	1,025	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.