Moody LYNN Lieberson & Walker, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Moody LYNN Lieberson & Walker, LLC reported 258 stock positions worth $1.7 billion. Its top holding was Broadcom (AVGO) at 6.5% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Microsoft (MSFT, 5.6%). Compared with Q1 2025, it opened 26 new positions, sold out of 12, added to 103 and reduced 95. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Bristol-Myers Squibb (BMY, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.7B (Q2 2025)
- SEC Filing
- 0000938592-25-000004 ↗ filed Jul 17, 2025
Holdings Value
Holdings 258 stocks · $1.7B
| AVGO Broadcom Inc. | 6.55% | 411,681 | $113.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 5.94% | 651,924 | $103.0M | Add +0.5% |
| MSFT Microsoft Corp. | 5.55% | 193,428 | $96.2M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 3.88% | 381,369 | $67.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 3.68% | 81,816 | $63.8M | Reduce -2.6% |
| GLD SPDR Gold Shares | 3.44% | 195,531 | $59.6M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.33% | 199,082 | $57.7M | Add +1.1% |
| AMZN Amazon.com Inc. | 3.17% | 250,597 | $55.0M | Add +5.0% |
| AAPL Apple Inc. | 3.05% | 257,976 | $52.9M | Reduce -5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.96% | 105,709 | $51.4M | Reduce -4.2% |
| NFLX Netflix Inc. | 2.76% | 35,678 | $47.8M | Add +0.2% |
| MA Mastercard Inc. Class A | 2.58% | 79,576 | $44.7M | Reduce -4.5% |
| WM Waste Management Inc. | 2.50% | 189,023 | $43.3M | Add +0.1% |
| BX Blackstone Inc. | 2.41% | 278,874 | $41.7M | Add +0.3% |
| ABT Abbott Laboratories | 2.10% | 267,545 | $36.4M | Reduce -4.4% |
| MS Morgan Stanley | 2.06% | 252,876 | $35.6M | Add +2.5% |
| SYK Stryker Corp. | 2.00% | 87,798 | $34.7M | Add +1.0% |
| NOW ServiceNow Inc. | 1.96% | 33,089 | $34.0M | Add +12.4% |
| ABBV Abbvie Inc. | 1.85% | 172,377 | $32.0M | Add +2.5% |
| LIN Linde PLC | 1.78% | 65,687 | $30.8M | Add +1.0% |
| ETN Eaton Corp. PLC | 1.76% | 85,310 | $30.5M | Add +10.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.49% | 58,077 | $25.9M | Add +1.4% |
| HD Home Depot Inc. | 1.45% | 68,339 | $25.1M | Add +1.8% |
| GEV GE Vernova Inc. | 1.12% | 36,642 | $19.4M | Reduce -27.9% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 39,840 | $16.2M | Reduce -13.7% |
| JNJ Johnson & Johnson | 0.90% | 102,410 | $15.6M | Reduce -23.1% |
| HTHIY Hitachi Ltd. -ADR | 0.86% | 514,331 | $14.9M | Add +26.7% |
| ICE Intercontinental Exchange Inc. | 0.82% | 77,499 | $14.2M | Reduce -26.2% |
| NOC Northrop Grumman Corp. | 0.82% | 28,386 | $14.2M | Add +13.1% |
| SO The Southern Co. | 0.82% | 154,550 | $14.2M | Add +4.6% |
| V Visa Inc. Class A | 0.79% | 38,662 | $13.7M | Reduce -29.1% |
| KO The Coca-Cola Co. | 0.77% | 188,050 | $13.3M | Add +16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 20,980 | $13.0M | Reduce -1.1% |
| WFC Wells Fargo & Co. | 0.69% | 148,443 | $11.9M | New |
| HUBS HubSpot Inc. | 0.67% | 20,953 | $11.7M | Add +2038.1% |
| MCD McDonald's Corp. | 0.62% | 36,992 | $10.8M | Add +1.8% |
| FERG Ferguson Enterprises Inc. | 0.60% | 47,461 | $10.3M | Add +4.6% |
| CVX Chevron Corp. | 0.55% | 66,052 | $9.5M | Reduce -16.4% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 34,878 | $9.0M | Add +22.9% |
| GOOG Alphabet Inc. Class C | 0.50% | 48,379 | $8.6M | Reduce -4.0% |
| PANW Palo Alto Networks Inc. | 0.47% | 39,873 | $8.2M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.46% | 49,857 | $7.9M | Reduce -3.9% |
| ORCL Oracle Corp. | 0.43% | 34,307 | $7.5M | Add +39.6% |
| GILD Gilead Sciences Inc. | 0.42% | 65,948 | $7.3M | Reduce -2.2% |
| RTX RTX Corp. | 0.41% | 48,210 | $7.0M | Add +104.3% |
| PEP Pepsico Inc. | 0.41% | 53,297 | $7.0M | Reduce -26.8% |
| SHW The Sherwin-Williams Co. | 0.40% | 20,402 | $7.0M | Add +137.9% |
| ANET Arista Networks Inc. | 0.38% | 65,116 | $6.7M | Add +149.9% |
| TXN Texas Instruments Inc. | 0.37% | 30,999 | $6.4M | Reduce -16.1% |
| AXON Axon Enterprise Inc. | 0.34% | 7,192 | $6.0M | Add +24.2% |
| SAP Sap SE-Sponsored ADR | 0.34% | 19,115 | $5.8M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.33% | 18,518 | $5.7M | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.33% | 8,047 | $5.7M | Add +7.5% |
| GDX Vaneck Gold Miners ETF | 0.32% | 105,284 | $5.5M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 17,674 | $5.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.30% | 48,604 | $5.2M | Reduce -56.1% |
| AXP American Express Co. | 0.30% | 16,331 | $5.2M | Add +6.2% |
| SPOT Spotify Technology SA | 0.30% | 6,763 | $5.2M | No change |
| MDLZ Mondelez International Inc. Class A | 0.29% | 74,238 | $5.0M | Reduce -2.9% |
| XYZ Block Inc. | 0.26% | 66,261 | $4.5M | Add +50.7% |
| CYBR Cyberark Software Ltd./Israel | 0.26% | 11,034 | $4.5M | Add +935.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 8,400 | $4.3M | Add +60.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 14,426 | $4.3M | Add +0.3% |
| EXR Extra Space Storage Inc. | 0.24% | 28,289 | $4.2M | Add +0.4% |
| OWLSX Old Westbury LRG Cap STR | 0.24% | 191,005 | $4.1M | Reduce -58.6% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 16,215 | $4.1M | New |
| ISRG Intuitive Surgical Inc. | 0.23% | 7,470 | $4.1M | Reduce -49.7% |
| SHOP Shopify Inc. Class A | 0.23% | 34,052 | $3.9M | New |
| IDXX Idexx Laboratories Inc. | 0.22% | 7,231 | $3.9M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.22% | 3,856 | $3.8M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 0.22% | 41,905 | $3.7M | Add +5.8% |
| FCX Freeport-McMoran Inc. | 0.21% | 85,093 | $3.7M | Add +0.1% |
| FTNT Fortinet Inc. | 0.21% | 34,235 | $3.6M | Add +0.6% |
| AMT American Tower Corp. | 0.19% | 15,155 | $3.3M | Add +148.7% |
| CHD Church & Dwight Co. Inc. | 0.19% | 34,747 | $3.3M | Reduce -0.1% |
| APH Amphenol Corp. Class A | 0.19% | 33,133 | $3.3M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.19% | 7,666 | $3.3M | Add +900.8% |
| ITA iShares U.S. Aerospace & Def | 0.18% | 16,497 | $3.1M | New |
| MRK Merck & Co. Inc. | 0.17% | 37,793 | $3.0M | Reduce -20.7% |
| IWO iShares Russell 2000 Growth | 0.17% | 10,299 | $2.9M | Reduce -4.6% |
| EWJ iShares MSCI Japan ETF | 0.17% | 38,549 | $2.9M | Add +10.1% |
| RBLX Roblox Corp. Class A | 0.16% | 26,415 | $2.8M | New |
| CMG Chipotle Mexican Grill Inc. | 0.16% | 48,810 | $2.7M | Add +60.3% |
| ACN Accenture PLC Class A | 0.15% | 8,979 | $2.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.15% | 3,628 | $2.7M | Reduce -30.0% |
| CTRA Coterra Energy Inc. | 0.15% | 105,241 | $2.7M | Add +0.0% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,575 | $2.6M | No change |
| CSCO Cisco Systems Inc. | 0.15% | 36,993 | $2.6M | Add +0.8% |
| PWR Quanta Services Inc. | 0.12% | 5,710 | $2.2M | Reduce -0.4% |
| SONY Sony Group Corp. - SP ADR | 0.12% | 81,838 | $2.1M | Add +38.2% |
| PH Parker Hannifin Corp. | 0.11% | 2,699 | $1.9M | Reduce -0.3% |
| RSG Republic Services Inc. | 0.11% | 7,514 | $1.9M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.10% | 7,323 | $1.8M | Add +0.4% |
| HON Honeywell International Inc. | 0.10% | 7,348 | $1.7M | Reduce -6.4% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 9,329 | $1.7M | Reduce -1.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.09% | 1,572 | $1.6M | Add +0.1% |
| MAR Marriott International Class A | 0.09% | 5,970 | $1.6M | Reduce -72.9% |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,700 | $1.5M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,466 | $1.5M | No change |
| WMT Walmart Inc. | 0.08% | 15,000 | $1.5M | Add +16.7% |
Portfolio Sells Q1 2025 → Q2 2025
| BMY Bristol-Myers Squibb Co. | Reduce -97.1% | 0.03% | −1.31 |
| AAPL Apple Inc. | Reduce -5.8% | 3.05% | −0.85 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 2.96% | −0.81 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 3.68% | −0.77 |
| XOM Exxon Mobil Corp. | Reduce -56.1% | 0.30% | −0.54 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.7% | 0.93% | −0.54 |
| JNJ Johnson & Johnson | Reduce -23.1% | 0.90% | −0.51 |
| V Visa Inc. Class A | Reduce -29.1% | 0.79% | −0.43 |
| MA Mastercard Inc. Class A | Reduce -4.5% | 2.58% | −0.35 |
| ICE Intercontinental Exchange Inc. | Reduce -26.2% | 0.82% | −0.34 |
| OWLSX Old Westbury LRG Cap STR | Reduce -58.6% | 0.24% | −0.33 |
| CVX Chevron Corp. | Reduce -16.4% | 0.55% | −0.30 |
| PEP Pepsico Inc. | Reduce -26.8% | 0.41% | −0.29 |
| ABT Abbott Laboratories | Reduce -4.4% | 2.10% | −0.28 |
| AMGN Amgen Inc. | Reduce -81.3% | 0.04% | −0.25 |
| GLD SPDR Gold Shares | Reduce -1.9% | 3.44% | −0.25 |
| MAR Marriott International Class A | Reduce -72.9% | 0.09% | −0.24 |
| ISRG Intuitive Surgical Inc. | Reduce -49.7% | 0.23% | −0.24 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.19 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.17 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -51.0% | 0.05% | −0.13 |
| CRH CRH PLC | Reduce -61.1% | 0.06% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -3.9% | 0.46% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -20.7% | 0.17% | −0.10 |
| GILD Gilead Sciences Inc. | Reduce -2.2% | 0.42% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -16.1% | 0.37% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 0.19% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.9% | 0.29% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -30.0% | 0.15% | −0.04 |
| DHR Danaher Corp. | Reduce -37.8% | 0.04% | −0.04 |
| PFE Pfizer Inc. | Reduce -36.8% | 0.04% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -63.5% | 0.02% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.33% | −0.03 |
| OWSMX Old Westbury SM & Mid Cap | Reduce -57.8% | 0.02% | −0.03 |
| INFL Horizon Kinetics Infl Benef | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.2% | 0.15% | −0.03 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.03 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.02 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Reduce -4.6% | 0.08% | −0.02 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.01 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.01 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −0.01 |
| GM General Motors Co. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -25.4% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.75% | −0.01 |
| CRM Salesforce Inc. | Reduce -7.4% | 0.07% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Reduce -10.4% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.5% | 5.94% | +1.43 |
| MSFT Microsoft Corp. | Add +4.1% | 5.55% | +1.08 |
| WFC Wells Fargo & Co. | New | 0.69% | +0.69 |
| HUBS HubSpot Inc. | Add +2038.1% | 0.67% | +0.64 |
| NFLX Netflix Inc. | Add +0.2% | 2.76% | +0.63 |
| NOW ServiceNow Inc. | Add +12.4% | 1.96% | +0.46 |
| ETN Eaton Corp. PLC | Add +10.7% | 1.76% | +0.41 |
| AMZN Amazon.com Inc. | Add +5.0% | 3.17% | +0.26 |
| ANET Arista Networks Inc. | Add +149.9% | 0.38% | +0.25 |
| HTHIY Hitachi Ltd. -ADR | Add +26.7% | 0.86% | +0.25 |
| CYBR Cyberark Software Ltd./Israel | Add +935.1% | 0.26% | +0.24 |
| LHX L3HARRIS Technologies Inc. | New | 0.23% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 3.33% | +0.23 |
| SHOP Shopify Inc. Class A | New | 0.23% | +0.23 |
| ORCL Oracle Corp. | Add +39.6% | 0.43% | +0.21 |
| SHW The Sherwin-Williams Co. | Add +137.9% | 0.40% | +0.21 |
| MS Morgan Stanley | Add +2.5% | 2.06% | +0.21 |
| RTX RTX Corp. | Add +104.3% | 0.41% | +0.21 |
| ITA iShares U.S. Aerospace & Def | New | 0.18% | +0.18 |
| IWF iShares Russell 1000 Growth | Add +900.8% | 0.19% | +0.17 |
| RBLX Roblox Corp. Class A | New | 0.16% | +0.16 |
| GE General Electric | Add +22.9% | 0.52% | +0.15 |
| AXON Axon Enterprise Inc. | Add +24.2% | 0.34% | +0.15 |
| FERG Ferguson Enterprises Inc. | Add +4.6% | 0.60% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +60.3% | 0.25% | +0.13 |
| AMT American Tower Corp. | Add +148.7% | 0.19% | +0.11 |
| XYZ Block Inc. | Add +50.7% | 0.26% | +0.11 |
| PFGC Performance Food Group Co. | New | 0.08% | +0.08 |
| TOST Toast Inc. Class A | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +7.5% | 0.33% | +0.07 |
| CMG Chipotle Mexican Grill Inc. | Add +60.3% | 0.16% | +0.06 |
| APH Amphenol Corp. Class A | Add +0.3% | 0.19% | +0.05 |
| AXP American Express Co. | Add +6.2% | 0.30% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +90.4% | 0.05% | +0.03 |
| SONY Sony Group Corp. - SP ADR | Add +38.2% | 0.12% | +0.03 |
| KO The Coca-Cola Co. | Add +16.4% | 0.77% | +0.03 |
| FIS Fidelity National Info Serv | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| NRG NRG Energy Inc. | New | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.25% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| DINO HF Sinclair Corp. | New | 0.01% | +0.01 |
| MRP Millrose Properties | New | 0.01% | +0.01 |
| PLD Prologis Inc. | New | 0.01% | +0.01 |
| MELI MercadoLibre Inc. | New | 0.01% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.01% | +0.01 |
| BIAWX Brown Adv Sustain GRW-Inv | New | 0.01% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +10.1% | 0.17% | +0.01 |
| KKR KKR & Co. Inc. | New | 0.01% | +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 |