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Southwest Airlines shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Southwest Airlines

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All positions including Southwest Airlines held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 15k 31.91
2025-06-30 $500k 16k 32.16
2025-03-31 $524k 16k 33.58
2024-12-31 $530k 16k 33.62
2024-09-30 $478k 16k 29.63
2024-06-30 $459k 16k 28.61
2024-03-31 $482k 17k 29.19
2023-09-30 $447k 17k 27.07
2023-06-30 $609k 17k 36.21
2023-03-31 $558k 17k 32.54
2022-12-31 $573k 17k 33.67