MBM WEALTH CONSULTANTS, LLC LUV — SOUTHWEST AIRLS CO

Ownership history in MBM WEALTH CONSULTANTS, LLC  ·  14 quarters on record

AI Ownership Summary

MBM WEALTH CONSULTANTS, LLC reported SOUTHWEST AIRLS CO (LUV) in 14 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows LUV at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBM WEALTH CONSULTANTS, LLC's position in SOUTHWEST AIRLS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LUV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUV stock page MBM WEALTH CONSULTANTS, LLC fund profile MBM WEALTH CONSULTANTS, LLC full holdings
How MBM WEALTH CONSULTANTS, LLC held LUV — position size vs. price
% of Fund (quarterly)    LUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 24,182 +822 +3.5% 0.21% $909K 2026-04-20 $41.82
2025 Q4 ADDED — — — 23,360 +60 +0.3% 0.23% $965K 2026-01-26 $41.85
2025 Q3 REDUCED — — — 23,300 -173 -0.7% 0.18% $744K 2025-10-31 $30.04
2025 Q2 ADDED — — — 23,473 +6,310 +36.8% 0.20% $761K 2025-08-13 $30.53
2025 Q1 ADDED — — — 17,163 +811 +5.0% 0.17% $579K 2025-04-28 $26.12
2024 Q4 ADDED — — — 16,352 +1,676 +11.4% 0.16% $546K 2025-01-17 $31.28
2024 Q3 ADDED — — — 14,676 +14,616 +24360.0% 0.14% $435K 2024-10-07 $30.09
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LUV

As of 2026 Q1 — sorted by position size

COOKSON PEIRCE & CO INC 3Y 7Y 1.37% Kercheville Advisors, LLC 3Y 1.08% Navigation Wealth Management, Inc. 3Y 0.99% Athena Wealth Management, LLC 0.73% Olstein Capital Management, L.P. 3Y 7Y 0.69% Tanglewood Legacy Advisors, LLC 3Y 0.63% PATTON FUND MANAGEMENT, INC. 3Y 0.55% Greenfield Seitz Capital Management, LLC 0.52% M.E. ALLISON & CO., INC. 0.42% CWC Advisors, LLC. 3Y 7Y 0.36%

FAQ About MBM WEALTH CONSULTANTS, LLC and LUV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBM WEALTH CONSULTANTS, LLC reported owning LUV?

MBM WEALTH CONSULTANTS, LLC reported LUV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LUV position in MBM WEALTH CONSULTANTS, LLC's portfolio?

The largest reported portfolio weight for LUV was 0.23% in 2025 Q4.

What is the latest reported LUV position on this page?

The most recent filing on this page is 2026 Q1, when MBM WEALTH CONSULTANTS, LLC reported 24,182 shares, equal to 0.21% of portfolio, with an estimated market value of $909K.

What does the chart on this LUV ownership page compare?

The chart compares MBM WEALTH CONSULTANTS, LLC's quarterly LUV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBM WEALTH CONSULTANTS, LLC time their LUV position?

Based on 13F filing dates vs. subsequent LUV price moves, MBM WEALTH CONSULTANTS, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on LUV relative to SPY over the holding period was -0.8%.

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