Moody LYNN Lieberson & Walker, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Moody LYNN Lieberson & Walker, LLC reported 263 stock positions worth $1.9 billion. Its top holding was Alphabet Class A (GOOGL) at 7.3% of the portfolio, followed by Nvidia (NVDA, 6.7%) and Broadcom (AVGO, 6.1%). Compared with Q1 2026, it opened 31 new positions, sold out of 19, added to 85 and reduced 108. The biggest buy was Morgan Stanley (MS, shares +3%) and the biggest sale SPDR Gold Shares (GLD, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.9B (Q2 2026)
- SEC Filing
- 0000938592-26-000006 ↗ filed Jul 20, 2026
Holdings Value
Holdings 263 stocks · $1.9B
| GOOGL Alphabet Inc. Class A | 7.26% | 385,173 | $137.6M | Reduce -3.9% |
| NVDA Nvidia Corp. | 6.69% | 633,979 | $126.9M | Reduce -1.3% |
| AVGO Broadcom Inc. | 6.14% | 308,225 | $116.4M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 5.14% | 81,167 | $97.4M | Reduce -2.7% |
| AAPL Apple Inc. | 4.31% | 282,181 | $81.7M | Add +1.3% |
| MSFT Microsoft Corp. | 3.67% | 186,285 | $69.5M | Reduce -4.6% |
| JPM JPMorgan Chase & Co. | 3.38% | 195,923 | $64.1M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 3.16% | 251,450 | $59.9M | Add +2.6% |
| GEV GE Vernova Inc. | 3.10% | 49,980 | $58.7M | Reduce -1.2% |
| GLD SPDR Gold Shares | 2.91% | 149,771 | $55.2M | Reduce -13.5% |
| MS Morgan Stanley | 2.83% | 256,389 | $53.6M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.57% | 97,481 | $48.8M | Reduce -2.8% |
| ABBV Abbvie Inc. | 2.24% | 168,964 | $42.5M | Reduce -4.2% |
| WM Waste Management Inc. | 2.11% | 179,600 | $40.0M | Reduce -4.6% |
| MA Mastercard Inc. Class A | 2.04% | 75,190 | $38.6M | Reduce -5.8% |
| LIN Linde PLC | 1.92% | 70,095 | $36.4M | Reduce -2.1% |
| JNJ Johnson & Johnson | 1.80% | 134,657 | $34.2M | Add +6.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.48% | 56,624 | $28.1M | Reduce -1.8% |
| BX Blackstone Inc. | 1.44% | 232,345 | $27.3M | Add +2.2% |
| ETN Eaton Corp. PLC | 1.41% | 62,861 | $26.8M | Reduce -3.0% |
| SYK Stryker Corp. | 1.29% | 77,812 | $24.5M | Reduce -9.3% |
| ABT Abbott Laboratories | 1.19% | 248,217 | $22.5M | Add +20.1% |
| HD Home Depot Inc. | 1.18% | 63,531 | $22.4M | Reduce -6.5% |
| TMO Thermo Fisher Scientific Inc. | 1.08% | 40,920 | $20.5M | Reduce -3.7% |
| CVX Chevron Corp. | 1.05% | 120,250 | $19.9M | Reduce -1.3% |
| KO The Coca-Cola Co. | 1.04% | 242,903 | $19.7M | Reduce -5.8% |
| NFLX Netflix Inc. | 1.02% | 269,678 | $19.3M | Reduce -9.9% |
| GOOG Alphabet Inc. Class C | 0.92% | 49,445 | $17.5M | Add +1.8% |
| HTHIY Hitachi Ltd. -ADR | 0.92% | 629,086 | $17.4M | Add +10.3% |
| FERG Ferguson Enterprises Inc. | 0.89% | 70,977 | $16.8M | Add +6.6% |
| UNP Union Pacific Corp. | 0.86% | 60,192 | $16.4M | Reduce -1.7% |
| SO The Southern Co. | 0.81% | 159,767 | $15.3M | Reduce -10.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 20,427 | $15.3M | Add +16.4% |
| MRK Merck & Co. Inc. | 0.75% | 110,547 | $14.2M | Add +121.8% |
| PANW Palo Alto Networks Inc. | 0.74% | 41,381 | $14.1M | Add +17.2% |
| XOM Exxon Mobil Corp. | 0.74% | 102,018 | $13.9M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.70% | 105,534 | $13.3M | Reduce -11.5% |
| V Visa Inc. Class A | 0.68% | 37,796 | $13.0M | Reduce -0.3% |
| GE General Electric filed as GE AEROSPACE | 0.67% | 34,205 | $12.8M | Add +0.6% |
| AEP American Electric Power | 0.62% | 85,654 | $11.7M | Add +164.9% |
| MCD McDonald's Corp. | 0.54% | 37,799 | $10.2M | Add +2.8% |
| TXN Texas Instruments Inc. | 0.51% | 32,460 | $9.7M | Add +3.9% |
| NOC Northrop Grumman Corp. | 0.45% | 16,648 | $8.5M | Reduce -42.8% |
| CSCO Cisco Systems Inc. | 0.43% | 68,613 | $8.1M | Add +86.8% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 138,306 | $8.0M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.42% | 7,888 | $8.0M | Add +3.8% |
| PEP Pepsico Inc. | 0.36% | 50,369 | $6.8M | Reduce -52.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 18,026 | $6.7M | Add +0.1% |
| RTX RTX Corp. | 0.35% | 34,638 | $6.6M | Reduce -24.3% |
| PG The Procter & Gamble Co. | 0.33% | 42,696 | $6.3M | Reduce -8.1% |
| APH Amphenol Corp. Class A | 0.32% | 33,887 | $6.0M | Reduce -0.2% |
| NSRGY Nestle SA-Spons ADR | 0.30% | 54,771 | $5.6M | Add +862.9% |
| ANET Arista Networks Inc. | 0.27% | 29,811 | $5.1M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 78,551 | $4.7M | Add +915.3% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 28,965 | $4.5M | Add +2.4% |
| WFC Wells Fargo & Co. | 0.24% | 54,365 | $4.5M | Reduce -72.3% |
| ADI Analog Devices Inc. | 0.24% | 11,257 | $4.5M | Add +406.4% |
| CRH CRH PLC | 0.21% | 38,081 | $4.1M | Add +160.9% |
| ADP Automatic Data Processing | 0.21% | 18,125 | $4.1M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 0.21% | 10,299 | $4.1M | No change |
| PWR Quanta Services Inc. | 0.21% | 5,514 | $4.0M | Add +1.6% |
| HWM Howmet Aerospace Inc. | 0.21% | 14,677 | $3.9M | Add +5.3% |
| IDXX Idexx Laboratories Inc. | 0.20% | 7,272 | $3.8M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 7,869 | $3.8M | New |
| EXR Extra Space Storage Inc. | 0.20% | 25,688 | $3.7M | Reduce -0.1% |
| CMI Cummins Inc. | 0.18% | 4,846 | $3.5M | Add +865.3% |
| VFIAX Vanguard 500 Index-Adm | 0.17% | 4,657 | $3.2M | Reduce -1.7% |
| ORLY O'reilly Automotive Inc. | 0.17% | 34,335 | $3.2M | Add +5.0% |
| SHW The Sherwin-Williams Co. | 0.16% | 8,963 | $3.1M | Add +1.3% |
| DVN Devon Energy Corp. | 0.16% | 73,641 | $3.0M | New |
| CHD Church & Dwight Co. Inc. | 0.16% | 30,858 | $3.0M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.15% | 23,656 | $2.9M | Reduce -0.4% |
| PH Parker Hannifin Corp. | 0.14% | 2,777 | $2.7M | Add +1.3% |
| MAR Marriott International Class A | 0.14% | 6,987 | $2.6M | Add +10.6% |
| ISRG Intuitive Surgical Inc. | 0.13% | 6,299 | $2.5M | Reduce -14.7% |
| OWLSX Old Westbury LRG Cap STR | 0.12% | 105,831 | $2.4M | Add +69.7% |
| XLK SS Technology Select Sector | 0.12% | 11,917 | $2.3M | New |
| HEI.A Heico Corp. Class A | 0.12% | 8,565 | $2.2M | New |
| GWW WW Grainger Inc. | 0.11% | 1,579 | $2.1M | Add +0.5% |
| NBIX Neurocrine Biosciences Inc. | 0.11% | 12,591 | $2.1M | New |
| META Meta Platforms Inc. Class A | 0.11% | 3,588 | $2.0M | Reduce -3.2% |
| ITW Illinois Tool Works | 0.10% | 7,284 | $2.0M | Reduce -0.3% |
| DE Deere & Co. | 0.10% | 3,102 | $2.0M | Reduce -28.2% |
| HEI Heico Corp. | 0.10% | 5,413 | $1.9M | Add +6.5% |
| LRCX Lam Research Corp. | 0.10% | 4,440 | $1.9M | No change |
| MDY State Street SPDR S&P Midcap | 0.10% | 2,705 | $1.9M | No change |
| IWM iShares Russell 2000 ETF | 0.10% | 6,077 | $1.8M | Add +17.4% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 8,523 | $1.8M | Reduce -10.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.10% | 3,461 | $1.8M | Reduce -0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.09% | 14,195 | $1.8M | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.09% | 843 | $1.7M | Add +6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 11,023 | $1.7M | Reduce -0.3% |
| RSG Republic Services Inc. | 0.09% | 7,644 | $1.6M | Add +0.9% |
| WMT Walmart Inc. | 0.09% | 14,311 | $1.6M | No change |
| EBC Eastern Bankshares Inc. | 0.08% | 69,036 | $1.5M | Add +1.1% |
| CW Curtiss-Wright Corp. | 0.08% | 1,981 | $1.5M | Add +1.2% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.08% | 17,723 | $1.5M | Reduce -54.4% |
| KRE SS SPDR S&P Regional Bank | 0.07% | 18,945 | $1.4M | New |
| AXP American Express Co. | 0.07% | 4,164 | $1.4M | Add +15.9% |
| TT Trane Technologies PLC | 0.07% | 2,789 | $1.4M | Add +1.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $230K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| FIRST CITIZENS BANCSHARE (FCNCA V6.625 PERP E) | PFD | 9,000 | $230K | New |
Total filed on the 13F, all lines: $1.9B.
Portfolio Sells Q1 2026 → Q2 2026
| GLD SPDR Gold Shares | Reduce -13.5% | 2.91% | −1.27 |
| NOC Northrop Grumman Corp. | Reduce -42.8% | 0.45% | −0.67 |
| WFC Wells Fargo & Co. | Reduce -72.3% | 0.24% | −0.64 |
| NFLX Netflix Inc. | Reduce -9.9% | 1.02% | −0.60 |
| PEP Pepsico Inc. | Reduce -52.0% | 0.36% | −0.55 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.52 |
| MSFT Microsoft Corp. | Reduce -4.6% | 3.67% | −0.39 |
| CVX Chevron Corp. | Reduce -1.3% | 1.05% | −0.36 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.33 |
| WM Waste Management Inc. | Reduce -4.6% | 2.11% | −0.32 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.29 |
| SYK Stryker Corp. | Reduce -9.3% | 1.29% | −0.29 |
| AZN Astrazeneca PLC | Sold out | 0.00% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.74% | −0.24 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.23 |
| GILD Gilead Sciences Inc. | Reduce -11.5% | 0.70% | −0.23 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.21 |
| MA Mastercard Inc. Class A | Reduce -5.8% | 2.04% | −0.20 |
| AMGN Amgen Inc. | Reduce -77.7% | 0.05% | −0.19 |
| SO The Southern Co. | Reduce -10.3% | 0.81% | −0.16 |
| RTX RTX Corp. | Reduce -24.3% | 0.35% | −0.15 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.13 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.13 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 2.57% | −0.12 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.10 |
| IBB iShares Biotechnology ETF | Reduce -64.2% | 0.06% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.7% | 1.08% | −0.09 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -54.4% | 0.08% | −0.08 |
| LIN Linde PLC | Reduce -2.1% | 1.92% | −0.07 |
| HD Home Depot Inc. | Reduce -6.5% | 1.18% | −0.07 |
| KO The Coca-Cola Co. | Reduce -5.8% | 1.04% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -14.7% | 0.13% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -8.1% | 0.33% | −0.05 |
| ACN Accenture PLC Class A | Reduce -21.4% | 0.04% | −0.04 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.04 |
| DE Deere & Co. | Reduce -28.2% | 0.10% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -50.9% | 0.02% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.4% | 0.42% | −0.03 |
| HON Honeywell International Inc. | Reduce -3.9% | 0.02% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.02 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.02 |
| FOCPX Fidelity Otc Portfolio | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -10.7% | 0.06% | −0.02 |
| DHR Danaher Corp. | Reduce -35.8% | 0.02% | −0.02 |
| TRP TC Energy Corp. | Sold out | 0.00% | −0.01 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -8.2% | 0.04% | −0.01 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| MS Morgan Stanley | Add +2.8% | 2.83% | +0.52 |
| PANW Palo Alto Networks Inc. | Add +17.2% | 0.74% | +0.43 |
| MRK Merck & Co. Inc. | Add +121.8% | 0.75% | +0.41 |
| AEP American Electric Power | Add +164.9% | 0.62% | +0.38 |
| AAPL Apple Inc. | Add +1.3% | 4.31% | +0.34 |
| AMZN Amazon.com Inc. | Add +2.6% | 3.16% | +0.30 |
| CSCO Cisco Systems Inc. | Add +86.8% | 0.43% | +0.27 |
| NSRGY Nestle SA-Spons ADR | Add +862.9% | 0.30% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | Add +915.3% | 0.25% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.20% | +0.20 |
| ADI Analog Devices Inc. | Add +406.4% | 0.24% | +0.20 |
| TXN Texas Instruments Inc. | Add +3.9% | 0.51% | +0.17 |
| CMI Cummins Inc. | Add +865.3% | 0.18% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.4% | 0.80% | +0.16 |
| DVN Devon Energy Corp. | New | 0.16% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.92% | +0.14 |
| GE General Electric | Add +0.6% | 0.67% | +0.13 |
| CRH CRH PLC | Add +160.9% | 0.21% | +0.13 |
| XLK SS Technology Select Sector | New | 0.12% | +0.12 |
| HEI.A Heico Corp. Class A | New | 0.12% | +0.12 |
| NBIX Neurocrine Biosciences Inc. | New | 0.11% | +0.11 |
| KRE SS SPDR S&P Regional Bank | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +6.4% | 1.80% | +0.07 |
| ANET Arista Networks Inc. | Add +0.0% | 0.27% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +3.8% | 0.42% | +0.06 |
| OWLSX Old Westbury LRG Cap STR | Add +69.7% | 0.12% | +0.05 |
| MU Micron Technology Inc. | Add +34.2% | 0.06% | +0.05 |
| INTC Intel Corp. | Add +3.2% | 0.07% | +0.05 |
| PWR Quanta Services Inc. | Add +1.6% | 0.21% | +0.04 |
| MDB Mongodb Inc. | New | 0.03% | +0.03 |
| OWACX Old Westbury All Cap Core | Add +69.0% | 0.07% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.8% | 0.09% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +5.3% | 0.21% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.35% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +17.4% | 0.10% | +0.02 |
| PFGC Performance Food Group Co. | Add +31.0% | 0.06% | +0.02 |
| AVB Avalonbay Communities Inc. | New | 0.02% | +0.02 |
| HEI Heico Corp. | Add +6.5% | 0.10% | +0.02 |
| MAR Marriott International Class A | Add +10.6% | 0.14% | +0.02 |
| CFG Citizens Financial Group | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| SANM Sanmina Corp. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| OWSMX Old Westbury SM & Mid Cap | Add +128.2% | 0.03% | +0.02 |
| PKG Packaging Corp. of America | Add +41.1% | 0.05% | +0.02 |
| AFG American Financial Group Inc. | New | 0.02% | +0.02 |
| GWW WW Grainger Inc. | Add +0.5% | 0.11% | +0.02 |
| FERG Ferguson Enterprises Inc. | Add +6.6% | 0.89% | +0.02 |
| CTRE Caretrust REIT Inc. | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| FIRST CITIZENS BANCSHARE (FCNCA V6.625 PERP E) | PFD | New | 9,000 | $230K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 263 | $1.9B | GOOGL, NVDA, AVGO, LLY, AAPL |
| Q1 2026 | 250 | $1.8B | GOOGL, NVDA, AVGO, LLY, GLD |
| Q4 2025 | 265 | $1.9B | GOOGL, NVDA, AVGO, MSFT, LLY |
| Q3 2025 | 259 | $1.9B | AVGO, NVDA, MSFT, GOOGL, AAPL |
| Q2 2025 | 258 | $1.7B | AVGO, NVDA, MSFT, GOOGL, LLY |
| Q1 2025 | 244 | $1.6B | NVDA, MSFT, AVGO, LLY, AAPL |
| Q4 2024 | 246 | $1.6B | AVGO, NVDA, MSFT, AAPL, GOOGL |
| Q3 2024 | 255 | $1.6B | AVGO, NVDA, MSFT, LLY, AAPL |
| Q2 2024 | 235 | $1.5B | NVDA, AVGO, MSFT, LLY, GOOGL |
| Q1 2024 | 236 | $1.5B | MSFT, AVGO, NVDA, LLY, GOOGL |