Moody LYNN Lieberson & Walker, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Moody LYNN Lieberson & Walker, LLC reported 259 stock positions worth $1.9 billion. Its top holding was Broadcom (AVGO) at 6.8% of the portfolio, followed by Nvidia (NVDA, 6.5%) and Microsoft (MSFT, 5.4%). Compared with Q2 2025, it opened 19 new positions, sold out of 18, added to 88 and reduced 99. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.9B (Q3 2025)
- SEC Filing
- 0000938592-25-000007 ↗ filed Oct 20, 2025
Holdings Value
Holdings 259 stocks · $1.9B
| AVGO Broadcom Inc. | 6.85% | 385,614 | $127.2M | Reduce -6.3% |
| NVDA Nvidia Corp. | 6.48% | 645,220 | $120.4M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.40% | 193,857 | $100.4M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 5.25% | 401,136 | $97.5M | Add +5.2% |
| AAPL Apple Inc. | 3.78% | 275,959 | $70.3M | Add +7.0% |
| GLD SPDR Gold Shares | 3.63% | 189,480 | $67.4M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 3.38% | 199,241 | $62.8M | Add +0.1% |
| LLY Eli Lilly & Co. | 3.33% | 80,963 | $61.8M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 2.95% | 249,430 | $54.8M | Reduce -0.5% |
| BX Blackstone Inc. | 2.65% | 287,947 | $49.2M | Add +3.3% |
| MA Mastercard Inc. Class A | 2.43% | 79,389 | $45.2M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.40% | 88,658 | $44.6M | Reduce -16.1% |
| NFLX Netflix Inc. | 2.30% | 35,569 | $42.6M | Reduce -0.3% |
| ABBV Abbvie Inc. | 2.29% | 183,462 | $42.5M | Add +6.4% |
| MS Morgan Stanley | 2.24% | 261,572 | $41.6M | Add +3.4% |
| WM Waste Management Inc. | 2.21% | 185,993 | $41.1M | Reduce -1.6% |
| ABT Abbott Laboratories | 1.90% | 263,455 | $35.3M | Reduce -1.5% |
| SYK Stryker Corp. | 1.79% | 90,072 | $33.3M | Add +2.6% |
| ETN Eaton Corp. PLC | 1.74% | 86,427 | $32.3M | Add +1.3% |
| LIN Linde PLC | 1.67% | 65,381 | $31.1M | Reduce -0.5% |
| HD Home Depot Inc. | 1.50% | 68,569 | $27.8M | Add +0.3% |
| NOW ServiceNow Inc. | 1.49% | 30,135 | $27.7M | Reduce -8.9% |
| GEV GE Vernova Inc. | 1.22% | 36,974 | $22.7M | Add +0.9% |
| VRTX Vertex Pharmaceuticals Inc. | 1.19% | 56,559 | $22.2M | Reduce -2.6% |
| JNJ Johnson & Johnson | 1.17% | 116,921 | $21.7M | Add +14.2% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 39,952 | $19.4M | Add +0.3% |
| NOC Northrop Grumman Corp. | 0.95% | 28,834 | $17.6M | Add +1.6% |
| WFC Wells Fargo & Co. | 0.93% | 205,839 | $17.3M | Add +38.7% |
| CVX Chevron Corp. | 0.92% | 110,131 | $17.1M | Add +66.7% |
| SO The Southern Co. | 0.89% | 173,754 | $16.5M | Add +12.4% |
| ORLY O'reilly Automotive Inc. | 0.76% | 130,756 | $14.1M | Add +3124.6% |
| HTHIY Hitachi Ltd. -ADR | 0.75% | 529,501 | $13.9M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 20,513 | $13.7M | Reduce -2.2% |
| ICE Intercontinental Exchange Inc. | 0.71% | 78,135 | $13.2M | Add +0.8% |
| V Visa Inc. Class A | 0.71% | 38,381 | $13.1M | Reduce -0.7% |
| FERG Ferguson Enterprises Inc. | 0.69% | 57,210 | $12.8M | Add +20.5% |
| KO The Coca-Cola Co. | 0.68% | 189,403 | $12.6M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.63% | 48,379 | $11.8M | No change |
| MCD McDonald's Corp. | 0.60% | 36,573 | $11.1M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.57% | 34,976 | $10.5M | Add +0.3% |
| ORCL Oracle Corp. | 0.52% | 34,037 | $9.6M | Reduce -0.8% |
| ANET Arista Networks Inc. | 0.50% | 64,226 | $9.4M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.50% | 65,955 | $9.3M | Add +23.8% |
| BLDR Builders Firstsource Inc. | 0.48% | 73,612 | $8.9M | New |
| RTX RTX Corp. | 0.42% | 46,847 | $7.8M | Reduce -2.8% |
| GILD Gilead Sciences Inc. | 0.40% | 66,552 | $7.4M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.39% | 47,703 | $7.3M | Reduce -4.3% |
| GS Goldman Sachs Group Inc. | 0.34% | 7,947 | $6.3M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 17,732 | $5.8M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.31% | 30,999 | $5.7M | No change |
| SPOT Spotify Technology SA | 0.30% | 7,978 | $5.6M | Add +18.0% |
| XOM Exxon Mobil Corp. | 0.29% | 48,516 | $5.5M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.29% | 18,334 | $5.4M | Reduce -1.0% |
| AXP American Express Co. | 0.28% | 15,871 | $5.3M | Reduce -2.8% |
| XLF SS Financial Select Sector | 0.28% | 96,201 | $5.2M | New |
| ITA iShares U.S. Aerospace & Def | 0.27% | 23,827 | $5.0M | Add +44.4% |
| SHOP Shopify Inc. Class A | 0.27% | 33,372 | $5.0M | Reduce -2.0% |
| LHX L3HARRIS Technologies Inc. | 0.26% | 16,070 | $4.9M | Reduce -0.9% |
| PANW Palo Alto Networks Inc. | 0.26% | 24,096 | $4.9M | Reduce -39.6% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 74,882 | $4.7M | Add +0.9% |
| IDXX Idexx Laboratories Inc. | 0.25% | 7,280 | $4.7M | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.23% | 12,355 | $4.3M | Reduce -39.4% |
| HUBS HubSpot Inc. | 0.23% | 9,006 | $4.2M | Reduce -57.0% |
| APH Amphenol Corp. Class A | 0.22% | 33,733 | $4.2M | Add +1.8% |
| BWXT BWX Technologies Inc. | 0.22% | 21,953 | $4.0M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 8,097 | $4.0M | Reduce -3.6% |
| CYBR Cyberark Software Ltd./Israel | 0.21% | 8,194 | $4.0M | Reduce -25.7% |
| EXR Extra Space Storage Inc. | 0.21% | 27,237 | $3.8M | Reduce -3.7% |
| WMT Walmart Inc. | 0.20% | 36,364 | $3.7M | Add +142.4% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 65,370 | $3.5M | Add +870.5% |
| ISRG Intuitive Surgical Inc. | 0.18% | 7,454 | $3.3M | Reduce -0.2% |
| IWO iShares Russell 2000 Growth | 0.18% | 10,299 | $3.3M | No change |
| SONY Sony Group Corp. - SP ADR | 0.17% | 110,118 | $3.2M | Add +34.6% |
| MRK Merck & Co. Inc. | 0.17% | 36,574 | $3.1M | Reduce -3.2% |
| IWF iShares Russell 1000 Growth | 0.16% | 6,280 | $2.9M | Reduce -18.1% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,579 | $2.8M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.14% | 3,664 | $2.7M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.14% | 37,129 | $2.5M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 0.14% | 27,010 | $2.5M | Reduce -35.5% |
| CTRA Coterra Energy Inc. | 0.13% | 105,291 | $2.5M | Add +0.1% |
| NVS Novartis AG-Sponsored ADR | 0.13% | 19,041 | $2.4M | Add +731.9% |
| CHD Church & Dwight Co. Inc. | 0.13% | 27,858 | $2.4M | Reduce -19.8% |
| PWR Quanta Services Inc. | 0.13% | 5,834 | $2.4M | Add +2.2% |
| AXON Axon Enterprise Inc. | 0.12% | 3,012 | $2.2M | Reduce -58.1% |
| PH Parker Hannifin Corp. | 0.11% | 2,758 | $2.1M | Add +2.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 25,322 | $1.9M | New |
| ITW Illinois Tool Works | 0.10% | 7,300 | $1.9M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 9,329 | $1.8M | No change |
| RSG Republic Services Inc. | 0.09% | 7,658 | $1.8M | Add +1.9% |
| ACN Accenture PLC Class A | 0.09% | 7,078 | $1.7M | Reduce -21.2% |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,705 | $1.6M | Add +0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,466 | $1.6M | No change |
| CRH CRH PLC | 0.08% | 12,764 | $1.5M | Add +4.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.08% | 1,573 | $1.5M | Add +0.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 14,569 | $1.5M | Add +2.5% |
| OWLSX Old Westbury LRG Cap STR | 0.08% | 62,372 | $1.4M | Reduce -67.3% |
| HEI Heico Corp. | 0.08% | 4,373 | $1.4M | Add +3.4% |
| BLK BlackRock Inc. | 0.07% | 1,182 | $1.4M | Reduce -8.0% |
| TTWO Take-Two Interactive Softwre | 0.07% | 5,272 | $1.4M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.07% | 1,454 | $1.3M | Reduce -62.3% |
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.1% | 2.40% | −0.56 |
| NOW ServiceNow Inc. | Reduce -8.9% | 1.49% | −0.47 |
| NFLX Netflix Inc. | Reduce -0.3% | 2.30% | −0.46 |
| HUBS HubSpot Inc. | Reduce -57.0% | 0.23% | −0.45 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 3.33% | −0.36 |
| SAP Sap SE-Sponsored ADR | Reduce -91.4% | 0.02% | −0.31 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.6% | 1.19% | −0.30 |
| WM Waste Management Inc. | Reduce -1.6% | 2.21% | −0.29 |
| GDX Vaneck Gold Miners ETF | Reduce -91.4% | 0.04% | −0.28 |
| XYZ Block Inc. | Sold out | 0.00% | −0.26 |
| AXON Axon Enterprise Inc. | Reduce -58.1% | 0.12% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 2.95% | −0.22 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.21 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.21 |
| IBM Intl Business Machines Corp. | Reduce -82.5% | 0.04% | −0.21 |
| PANW Palo Alto Networks Inc. | Reduce -39.6% | 0.26% | −0.21 |
| ABT Abbott Laboratories | Reduce -1.5% | 1.90% | −0.20 |
| SHW The Sherwin-Williams Co. | Reduce -39.4% | 0.23% | −0.17 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.17 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.16 |
| OWLSX Old Westbury LRG Cap STR | Reduce -67.3% | 0.08% | −0.16 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.16 |
| AMT American Tower Corp. | Reduce -73.4% | 0.04% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.43% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -62.3% | 0.07% | −0.15 |
| LIN Linde PLC | Reduce -0.5% | 1.67% | −0.11 |
| V Visa Inc. Class A | Reduce -0.7% | 0.71% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -35.5% | 0.14% | −0.08 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.39% | −0.06 |
| CHD Church & Dwight Co. Inc. | Reduce -19.8% | 0.13% | −0.06 |
| ACN Accenture PLC Class A | Reduce -21.2% | 0.09% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 0.18% | −0.05 |
| HON Honeywell International Inc. | Reduce -41.4% | 0.05% | −0.05 |
| PFGC Performance Food Group Co. | Reduce -62.2% | 0.03% | −0.05 |
| CYBR Cyberark Software Ltd./Israel | Reduce -25.7% | 0.21% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.29% | −0.04 |
| INTU Intuit Inc. | Reduce -33.5% | 0.04% | −0.04 |
| EXR Extra Space Storage Inc. | Reduce -3.7% | 0.21% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.6% | 0.21% | −0.03 |
| HES Hess Corp. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -18.1% | 0.16% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.60% | −0.03 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Reduce -16.1% | 0.07% | −0.02 |
| FISV Fiserv Inc. | Reduce -33.1% | 0.02% | −0.02 |
| ADBE Adobe Inc. | Reduce -30.8% | 0.03% | −0.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -32.3% | 0.03% | −0.02 |
| OKE Oneok Inc. | Reduce -55.7% | 0.01% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +5.2% | 5.25% | +1.37 |
| ORLY O'reilly Automotive Inc. | Add +3124.6% | 0.76% | +0.74 |
| AAPL Apple Inc. | Add +7.0% | 3.78% | +0.73 |
| BLDR Builders Firstsource Inc. | New | 0.48% | +0.48 |
| ABBV Abbvie Inc. | Add +6.4% | 2.29% | +0.44 |
| CVX Chevron Corp. | Add +66.7% | 0.92% | +0.37 |
| XLF SS Financial Select Sector | New | 0.28% | +0.28 |
| JNJ Johnson & Johnson | Add +14.2% | 1.17% | +0.26 |
| WFC Wells Fargo & Co. | Add +38.7% | 0.93% | +0.24 |
| BX Blackstone Inc. | Add +3.3% | 2.65% | +0.24 |
| BWXT BWX Technologies Inc. | New | 0.22% | +0.22 |
| MS Morgan Stanley | Add +3.4% | 2.24% | +0.18 |
| VWO Vanguard Ftse Emerging Marke | Add +870.5% | 0.19% | +0.17 |
| NOC Northrop Grumman Corp. | Add +1.6% | 0.95% | +0.13 |
| WMT Walmart Inc. | Add +142.4% | 0.20% | +0.12 |
| NVS Novartis AG-Sponsored ADR | Add +731.9% | 0.13% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 1.04% | +0.11 |
| GEV GE Vernova Inc. | Add +0.9% | 1.22% | +0.10 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.10% | +0.10 |
| FERG Ferguson Enterprises Inc. | Add +20.5% | 0.69% | +0.10 |
| PEP Pepsico Inc. | Add +23.8% | 0.50% | +0.09 |
| ITA iShares U.S. Aerospace & Def | Add +44.4% | 0.27% | +0.09 |
| SO The Southern Co. | Add +12.4% | 0.89% | +0.07 |
| RDDT Reddit Inc. Class A | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 3.38% | +0.05 |
| HD Home Depot Inc. | Add +0.3% | 1.50% | +0.05 |
| GE General Electric | Add +0.3% | 0.57% | +0.05 |
| SONY Sony Group Corp. - SP ADR | Add +34.6% | 0.17% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.8% | 0.22% | +0.04 |
| IDXX Idexx Laboratories Inc. | Add +0.7% | 0.25% | +0.03 |
| PHM Pultegroup Inc. | New | 0.03% | +0.03 |
| SWPPX Schwab S&P 500 Index-Sel | New | 0.03% | +0.03 |
| FKGRX Franklin Growth Fund-A | New | 0.02% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | Add +19.7% | 0.05% | +0.02 |
| EBC Eastern Bankshares Inc. | Add +30.5% | 0.06% | +0.02 |
| CRH CRH PLC | Add +4.4% | 0.08% | +0.02 |
| PKG Packaging Corp. of America | Add +40.4% | 0.05% | +0.02 |
| FXAIX Fidelity 500 Index Fund | Add +87.2% | 0.03% | +0.02 |
| DKNG Draftkings Inc. Class A | New | 0.02% | +0.02 |
| FTAI Ftai Aviation Ltd. | New | 0.01% | +0.01 |
| OAYMX Oakmark Fund-Adv | New | 0.01% | +0.01 |
| FNF Fidelity National Financial | New | 0.01% | +0.01 |
| TRP TC Energy Corp. | New | 0.01% | +0.01 |
| ABBNY Abb Ltd.-Spon ADR | New | 0.01% | +0.01 |
| TWCUX American Century Ultra-Inv | New | 0.01% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.01% | +0.01 |
| AMCR Amcor PLC | New | 0.01% | +0.01 |
| FDSVX Fidelity Growth Discovery | New | 0.01% | +0.01 |
| GLW Corning Inc. | Add +12.9% | 0.02% | +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 |