Southwest Airlines (LUV)Gradient Investments LLC added to its stake +87K shares

540K

Shares reported · +87K vs prior quarter

0.38%

Disclosed portfolio weight

$27.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 8, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 19, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
2. Jun 16, 2026CongressDisclosed sale of LUV — reported range $1,001 - $15,000
3. Jun 23, 2026Government · Federal Register noticeStaffing-Related Relief Concerning Operations at Ronald Reagan Washington National Airport, John F. Kennedy International Airport, and LaGuardia Airport, October 25, 2026, Through March 27, 2027 (Winter 2026/2027), and March 28, 2027, Through October 30, 2027 (Summer 2027)

What came next

1. Jul 22, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 5, 2026, the Compensation Committee (“Committee”) of the Board of Directors (the “Board”) of Southwest Airlines Co. (the “Company”) approved changes to annual base salaries, effective August 15, 2026, and long-term incentive opportunity targets for certain officers of the Company, including the Company’s named executive officers.”
3. Aug 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 10, 2026, the Board of Directors (the "Board") of Southwest Airlines Co. (the "Company") appointed Varun Krishna and Jason T. Liberty as members of the Board, effective immediately.”
4. Aug 10, 2026Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
5. Aug 14, 2026Federal contract · $5K obligatedDepartment of Veterans Affairs awarded Southwest Airlines: $4.8K obligated to date
6. Oct 7, 20265% stakeFranklin Templeton, Inc. reported a passive stake (13G) of 10.2%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Southwest Airlines

For Southwest Airlines, OQRO holds 6 fund holdings reports (13F) and 1 federal contract award dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its LUV page.

How this filing works

• SEC Form 13F

Other disclosures at Southwest Airlines

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its LUV page.