Moody LYNN Lieberson & Walker, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Moody LYNN Lieberson & Walker, LLC reported 236 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Broadcom (AVGO, 5.2%) and Nvidia (NVDA, 5.2%). Compared with Q4 2023, it opened 17 new positions, sold out of 12, added to 77 and reduced 70. The biggest buy was Uber Technologies (UBER, shares +600%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.5B (Q1 2024)
- SEC Filing
- 0000938592-24-000002 ↗ filed Apr 23, 2024
Holdings Value
Holdings 236 stocks · $1.5B
| MSFT Microsoft Corp. | 5.50% | 194,353 | $81.8M | Add +0.3% |
| AVGO Broadcom Inc. | 5.19% | 58,243 | $77.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 5.16% | 84,955 | $76.8M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 4.77% | 91,178 | $70.9M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.87% | 381,159 | $57.5M | Reduce -4.1% |
| AAPL Apple Inc. | 3.37% | 292,694 | $50.2M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.15% | 111,271 | $46.8M | Add +0.3% |
| MA Mastercard Inc. Class A | 2.69% | 82,960 | $40.0M | Add +5.8% |
| WM Waste Management Inc. | 2.60% | 181,172 | $38.6M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.59% | 192,019 | $38.5M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.55% | 210,290 | $37.9M | Add +17.7% |
| BX Blackstone Inc. | 2.41% | 272,823 | $35.8M | Add +0.7% |
| GLD SPDR Gold Shares | 2.16% | 155,903 | $32.1M | Reduce -2.5% |
| ABBV Abbvie Inc. | 2.12% | 173,138 | $31.5M | Add +66.7% |
| LIN Linde PLC | 2.00% | 63,969 | $29.7M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 1.92% | 49,238 | $28.6M | Add +0.5% |
| ABT Abbott Laboratories | 1.84% | 240,543 | $27.3M | Add +11.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.74% | 61,972 | $25.9M | Add +4.1% |
| HD Home Depot Inc. | 1.73% | 66,955 | $25.7M | Add +0.2% |
| ETN Eaton Corp. PLC | 1.71% | 81,390 | $25.4M | Add +0.1% |
| NOW ServiceNow Inc. | 1.67% | 32,482 | $24.8M | Add +1.8% |
| SYK Stryker Corp. | 1.65% | 68,429 | $24.5M | Add +7.8% |
| NFLX Netflix Inc. | 1.44% | 35,302 | $21.4M | Add +9.2% |
| HON Honeywell International Inc. | 1.38% | 99,983 | $20.5M | Reduce -0.4% |
| MS Morgan Stanley | 1.33% | 210,631 | $19.8M | Reduce -3.8% |
| PEP Pepsico Inc. | 1.26% | 106,894 | $18.7M | Reduce -8.8% |
| JNJ Johnson & Johnson | 1.16% | 108,989 | $17.2M | Reduce -13.6% |
| CVX Chevron Corp. | 1.16% | 109,253 | $17.2M | Add +9.0% |
| LMT Lockheed Martin Corp. | 1.14% | 37,372 | $17.0M | Reduce -25.6% |
| UBER Uber Technologies Inc. | 1.11% | 214,418 | $16.5M | Add +599.9% |
| MRK Merck & Co. Inc. | 1.05% | 118,573 | $15.6M | Add +15.5% |
| V Visa Inc. Class A | 1.02% | 54,465 | $15.2M | Add +3.1% |
| MDB Mongodb Inc. | 0.96% | 39,866 | $14.3M | Add +1.9% |
| MCD McDonald's Corp. | 0.82% | 43,314 | $12.2M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 21,373 | $11.2M | Reduce -1.0% |
| MAR Marriott International Class A | 0.74% | 43,720 | $11.0M | Add +1.0% |
| FERG Ferguson Jersey Ltd. | 0.74% | 50,464 | $11.0M | New |
| PG The Procter & Gamble Co. | 0.60% | 54,586 | $8.9M | Reduce -5.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.56% | 64,940 | $8.3M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.56% | 47,715 | $8.3M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.55% | 45,363 | $8.2M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.53% | 52,140 | $7.9M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.51% | 123,679 | $7.6M | Reduce -12.3% |
| MDLZ Mondelez International Inc. Class A | 0.47% | 99,743 | $7.0M | Add +53.7% |
| NOC Northrop Grumman Corp. | 0.42% | 12,965 | $6.2M | Add +16.4% |
| ISRG Intuitive Surgical Inc. | 0.41% | 15,184 | $6.1M | Add +125.7% |
| ANET Arista Networks Inc. | 0.39% | 20,224 | $5.9M | Add +216.3% |
| ORCL Oracle Corp. | 0.39% | 46,116 | $5.8M | Add +63.4% |
| PANW Palo Alto Networks Inc. | 0.39% | 20,385 | $5.8M | Reduce -40.3% |
| CRM Salesforce Inc. | 0.38% | 19,004 | $5.7M | Add +172.8% |
| EWJ iShares MSCI Japan ETF | 0.38% | 80,163 | $5.7M | New |
| TEAM Atlassian Corp. Class A | 0.32% | 24,161 | $4.7M | Add +8.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 14,405 | $4.6M | Reduce -26.9% |
| ADP Automatic Data Processing | 0.31% | 18,429 | $4.6M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 23,857 | $4.6M | Add +43.1% |
| INTU Intuit Inc. | 0.30% | 6,979 | $4.5M | Reduce -0.9% |
| SO The Southern Co. | 0.30% | 62,537 | $4.5M | Reduce -40.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 17,135 | $4.5M | Add +0.7% |
| GE General Electric | 0.30% | 25,331 | $4.4M | Reduce -3.5% |
| REGN Regeneron Pharmaceuticals | 0.30% | 4,575 | $4.4M | Add +1.2% |
| INDA iShares MSCI India ETF | 0.29% | 82,355 | $4.2M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.28% | 8,443 | $4.2M | Reduce -7.0% |
| EXR Extra Space Storage Inc. | 0.28% | 28,084 | $4.1M | Reduce -24.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.27% | 26,272 | $4.0M | Add +23.9% |
| CDNS Cadence Design SYS Inc. | 0.27% | 12,781 | $4.0M | No change |
| IDXX Idexx Laboratories Inc. | 0.26% | 7,233 | $3.9M | Add +0.4% |
| AXON Axon Enterprise Inc. | 0.25% | 11,935 | $3.7M | Reduce -0.7% |
| AXP American Express Co. | 0.25% | 16,155 | $3.7M | Add +988.6% |
| SNPS Synopsys Inc. | 0.24% | 6,369 | $3.6M | No change |
| CHD Church & Dwight Co. Inc. | 0.24% | 34,730 | $3.6M | Add +9.7% |
| SHW The Sherwin-Williams Co. | 0.23% | 9,760 | $3.4M | Add +27.2% |
| GS Goldman Sachs Group Inc. | 0.23% | 8,099 | $3.4M | Reduce -6.8% |
| ADBE Adobe Inc. | 0.23% | 6,638 | $3.3M | Reduce -41.1% |
| ATLKY Atlas Copco AB-Spons ADR A | 0.22% | 191,560 | $3.2M | Add +1.3% |
| URI United Rentals Inc. | 0.22% | 4,444 | $3.2M | Reduce -20.4% |
| ACN Accenture PLC Class A | 0.21% | 9,184 | $3.2M | Reduce -10.2% |
| NBIX Neurocrine Biosciences Inc. | 0.21% | 22,428 | $3.1M | New |
| XOM Exxon Mobil Corp. | 0.20% | 26,123 | $3.0M | Reduce -62.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.20% | 3,121 | $3.0M | Add +530.5% |
| CTRA Coterra Energy Inc. | 0.20% | 105,199 | $2.9M | Add +13.7% |
| IWO iShares Russell 2000 Growth | 0.20% | 10,799 | $2.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.18% | 50,469 | $2.7M | Reduce -79.7% |
| ITW Illinois Tool Works | 0.17% | 9,452 | $2.5M | No change |
| SHOP Shopify Inc. Class A | 0.16% | 30,749 | $2.4M | Reduce -20.9% |
| RTX RTX Corp. | 0.15% | 23,557 | $2.3M | Reduce -0.7% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,607 | $2.2M | No change |
| META Meta Platforms Inc. Class A | 0.15% | 4,457 | $2.2M | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.13% | 39,401 | $2.0M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.13% | 16,496 | $1.9M | Add +3.1% |
| HES Hess Corp. | 0.12% | 12,112 | $1.8M | Add +2.5% |
| SPOT Spotify Technology SA | 0.12% | 6,803 | $1.8M | No change |
| DHR Danaher Corp. | 0.11% | 6,631 | $1.7M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.11% | 6,640 | $1.6M | Reduce -1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.11% | 1,561 | $1.6M | No change |
| PWR Quanta Services Inc. | 0.11% | 6,109 | $1.6M | Add +0.1% |
| PH Parker Hannifin Corp. | 0.10% | 2,693 | $1.5M | Add +0.1% |
| OTIS Otis Worldwide Corp. | 0.10% | 14,880 | $1.5M | Reduce -27.1% |
| RSG Republic Services Inc. | 0.10% | 7,509 | $1.4M | Add +0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,534 | $1.4M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,521 | $1.4M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.6% | 3.37% | −0.98 |
| BMY Bristol-Myers Squibb Co. | Reduce -79.7% | 0.18% | −0.79 |
| LMT Lockheed Martin Corp. | Reduce -25.6% | 1.14% | −0.59 |
| PANW Palo Alto Networks Inc. | Reduce -40.3% | 0.39% | −0.38 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 3.87% | −0.36 |
| JNJ Johnson & Johnson | Reduce -13.6% | 1.16% | −0.34 |
| XOM Exxon Mobil Corp. | Reduce -62.1% | 0.20% | −0.32 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.31 |
| ADBE Adobe Inc. | Reduce -41.1% | 0.23% | −0.29 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.28 |
| SO The Southern Co. | Reduce -40.2% | 0.30% | −0.26 |
| PEP Pepsico Inc. | Reduce -8.8% | 1.26% | −0.26 |
| VST Vistra Corp. | Sold out | 0.00% | −0.25 |
| IWM iShares Russell 2000 ETF | Reduce -72.5% | 0.08% | −0.23 |
| HON Honeywell International Inc. | Reduce -0.4% | 1.38% | −0.22 |
| MS Morgan Stanley | Reduce -3.8% | 1.33% | −0.22 |
| AKAM Akamai Technologies Inc. | Reduce -81.4% | 0.03% | −0.19 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.18 |
| EXR Extra Space Storage Inc. | Reduce -24.4% | 0.28% | −0.18 |
| GLD SPDR Gold Shares | Reduce -2.5% | 2.16% | −0.17 |
| CEG Constellation Energy | Sold out | 0.00% | −0.16 |
| KO The Coca-Cola Co. | Reduce -12.3% | 0.51% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Reduce -85.9% | 0.02% | −0.11 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -7.0% | 0.28% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -26.9% | 0.31% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -20.9% | 0.16% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 0.56% | −0.07 |
| ACN Accenture PLC Class A | Reduce -10.2% | 0.21% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -37.2% | 0.08% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -5.8% | 0.60% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -27.1% | 0.10% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.53% | −0.03 |
| INTU Intuit Inc. | Reduce -0.9% | 0.30% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.75% | −0.03 |
| URI United Rentals Inc. | Reduce -20.4% | 0.22% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -6.8% | 0.23% | −0.03 |
| MMM 3M Co. | Sold out | 0.00% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -0.5% | 0.29% | −0.02 |
| OZK Bank Ozk | Sold out | 0.00% | −0.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -1.3% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 0.13% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.5% | 0.08% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.31% | −0.02 |
| INTC Intel Corp. | Reduce -1.0% | 0.06% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.11% | −0.02 |
| FSANX Fidelity Asset Manager 60% | Reduce -8.1% | 0.08% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| UBER Uber Technologies Inc. | Add +599.9% | 1.11% | +0.97 |
| ABBV Abbvie Inc. | Add +66.7% | 2.12% | +0.90 |
| FERG Ferguson Jersey Ltd. | New | 0.74% | +0.74 |
| LLY Eli Lilly & Co. | Add +0.3% | 4.77% | +0.74 |
| AMZN Amazon.com Inc. | Add +17.7% | 2.55% | +0.48 |
| EWJ iShares MSCI Japan ETF | New | 0.38% | +0.38 |
| ANET Arista Networks Inc. | Add +216.3% | 0.39% | +0.28 |
| CRM Salesforce Inc. | Add +172.8% | 0.38% | +0.25 |
| NFLX Netflix Inc. | Add +9.2% | 1.44% | +0.24 |
| ISRG Intuitive Surgical Inc. | Add +125.7% | 0.41% | +0.23 |
| AXP American Express Co. | Add +988.6% | 0.25% | +0.23 |
| ETN Eaton Corp. PLC | Add +0.1% | 1.71% | +0.22 |
| NBIX Neurocrine Biosciences Inc. | New | 0.21% | +0.21 |
| SYK Stryker Corp. | Add +7.8% | 1.65% | +0.20 |
| MRK Merck & Co. Inc. | Add +15.5% | 1.05% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | Add +530.5% | 0.20% | +0.18 |
| ORCL Oracle Corp. | Add +63.4% | 0.39% | +0.16 |
| MA Mastercard Inc. Class A | Add +5.8% | 2.69% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 3.15% | +0.13 |
| WM Waste Management Inc. | Add +0.1% | 2.60% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 2.59% | +0.12 |
| MDLZ Mondelez International Inc. Class A | Add +53.7% | 0.47% | +0.11 |
| IBM Intl Business Machines Corp. | Add +43.1% | 0.31% | +0.10 |
| AMD Advanced Micro Devices | Add +6.1% | 0.55% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +27.2% | 0.23% | +0.05 |
| EL Estee Lauder Companies Class A | Add +23.9% | 0.27% | +0.04 |
| ABT Abbott Laboratories | Add +11.4% | 1.84% | +0.03 |
| META Meta Platforms Inc. Class A | Add +2.6% | 0.15% | +0.03 |
| DLCFX Destinations LRG Cap Eq-I | New | 0.03% | +0.03 |
| SMCI Super Micro Computer Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +9.0% | 1.16% | +0.02 |
| NOC Northrop Grumman Corp. | Add +16.4% | 0.42% | +0.02 |
| SWK Stanley Black & Decker Inc. | New | 0.02% | +0.02 |
| IP International Paper Co. | New | 0.02% | +0.02 |
| CTRA Coterra Energy Inc. | Add +13.7% | 0.20% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.02% | +0.02 |
| ENTG Entegris Inc. | New | 0.02% | +0.02 |
| CHD Church & Dwight Co. Inc. | Add +9.7% | 0.24% | +0.02 |
| DIEFX Destinations Intl Eqty-I | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | New | 0.01% | +0.01 |
| IR Ingersoll-Rand Inc. | New | 0.01% | +0.01 |
| BIAWX Brown Adv Sustain GRW-Inv | New | 0.01% | +0.01 |
| CRH CRH PLC | New | 0.01% | +0.01 |
| CCEP Coca-Cola Europacific Partne | New | 0.01% | +0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.01% | +0.01 |
| NSC Norfolk Southern Corp. | Add +65.1% | 0.03% | +0.01 |
| LIN Linde PLC | Add +0.5% | 2.00% | +0.01 |
| VLO Valero Energy Corp. | Add +0.1% | 0.05% | +0.01 |
| APH Amphenol Corp. Class A | Add +3.1% | 0.13% | +0.01 |
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 |