Southwest Airlines Co.
MX ˙ BMV ˙ US8447411088
SecurityMX:LUV / Southwest Airlines Co.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership6,339 shares
Latest Disclosed Value $ 238,150
Sowell Financial Services LLC reports 1.54% increase in ownership of LUV / Southwest Airlines Co.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 6,339 shares of Southwest Airlines Co. (MX:LUV) valued at $238,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,243 shares of Southwest Airlines Co.. This represents a change in shares of 1.54% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F SOUTHWEST AIRLS COM 844741108 6,339 96 1.54 238 -7.75 0.0088
2026-01-21 2025-12-31 13F SOUTHWEST AIRLS COM 844741108 6,243 -450 -6.72 258 21.13 0.0095
2025-10-17 2025-09-30 13F SOUTHWEST AIRLS COM 844741108 6,693 -6,359 -48.72 214 -49.65 0.0082
2025-07-14 2025-06-30 13F SOUTHWEST AIRLS COM 844741108 13,052 -1,305 -9.09 423 -12.24 0.0172
2025-04-17 2025-03-31 13F SOUTHWEST AIRLS COM 844741108 14,357 -4,147 -22.41 482 -22.51 0.0219
2025-02-07 2024-12-31 13F SOUTHWEST AIRLS COM 844741108 18,504 7,637 70.28 622 93.17 0.0327
2024-10-04 2024-09-30 13F SOUTHWEST AIRLS COM 844741108 10,867 115 1.07 322 3.87 0.0150
2024-08-13 2024-06-30 13F SOUTHWEST AIRLS COM 844741108 10,752 -11,626 -51.95 310 -52.53 0.0148
2024-05-03 2024-03-31 13F SOUTHWEST AIRLS COM 844741108 22,378 8,763 64.36 653 64.90 0.0308
2024-01-24 2023-12-31 13F SOUTHWEST AIRLS COM 844741108 13,615 -4,054 -22.94 396 -17.15 0.0215
2023-11-08 2023-09-30 13F SOUTHWEST AIRLS COM 844741108 17,669 3,960 28.89 478 -4.21 0.0300
2023-08-14 2023-06-30 13F SOUTHWEST AIRLS COM 844741108 13,709 3,751 37.67 499 0.0278
2023-05-12 2023-03-31 13F SOUTHWEST AIRLS STOCK 844741108 9,958 -5,551 -35.79 0 0.0250
2023-02-09 2022-12-31 13F Southwest Airlines Stock 844741108 15,509 -1,375 -8.14 1 -100.00 0.0338
2022-11-15 2022-09-30 13F Southwest Airlines Stock 844741108 16,884 -6,869 -28.92 521 -39.28 0.0525
2022-08-15 2022-06-30 13F SOUTHWEST AIRLS Stock 844741108 23,753 5,031 26.87 858 1.42 0.0793
2022-05-13 2022-03-31 13F SOUTHWEST AIRLS Stock 844741108 18,722 -63,654 -77.27 846 -76.03 0.1478
2022-02-09 2021-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 82,376 4,875 6.29 3,529 -11.47 0.2024
2021-11-04 2021-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 77,501 -325 -0.42 3,986 -3.53 0.2692
2021-08-05 2021-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 77,826 -923 -1.17 4,132 -13.54 0.2738
2021-05-07 2021-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 78,749 43,910 126.04 4,779 194.27 0.1663
2021-01-13 2020-12-31 13F SOUTHWEST AIRLS CO COM COM 844741108 34,839 26,451 315.34 1,624 415.56 0.0694
2020-11-12 2020-09-30 13F SOUTHWEST AIRLS CO COM COM 844741108 8,388 334 4.15 315 14.55 0.0157
2020-08-13 2020-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 8,054 -3,457 -30.03 275 -32.93 0.0151
2020-05-12 2020-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 11,511 -1,466 -11.30 410 -41.51 0.0303
2020-02-07 2019-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 12,977 6,111 89.00 701 88.95 0.0534
2019-11-14 2019-09-30 13F SOUTHWEST AIRLS CO COM COM 844741108 6,866 1,154 20.20 371 25.34 0.0307
2019-05-15 2019-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 5,712 100 1.78 296 13.41 0.0330
2019-03-05 2018-12-31 13F SOUTHWEST AIRLS COM 844741108 5,612 310 5.85 261 -21.15 0.0370
2018-11-13 2018-09-30 13F SOUTHWEST AIRLS COM 844741108 5,302 53 1.01 331 7.12 0.0481
2018-08-14 2018-06-30 13F SOUTHWEST AIRLS COM 844741108 5,249 -2,274 -30.23 309 -21.37 0.0656
2018-05-10 2018-03-31 13F SOUTHWEST AIRLS COM 844741108 7,523 2,691 55.69 393 25.16 0.0982
2018-01-29 2017-12-31 13F SOUTHWEST AIRLS COM 844741108 4,832 95 2.01 314 22.66 0.0768
2017-11-07 2017-09-30 13F SOUTHWEST AIRLS COM 844741108 4,737 -391 -7.62 256 -8.90 0.0667
2017-08-14 2017-06-30 13F SOUTHWEST AIRLS COM 844741108 5,128 5,128 281 0.0798
2017-05-31 2017-03-31 13F Southwest Airlines COM 844741108 0 -451 -100.00 0 -100.00
2017-02-27 2016-12-31 13F Southwest Airlines COM 844741108 451 451 26 0.0087
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.