Moody LYNN Lieberson & Walker, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Moody LYNN Lieberson & Walker, LLC reported 250 stock positions worth $1.8 billion. Its top holding was Alphabet Class A (GOOGL) at 6.5% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Broadcom (AVGO, 5.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 23, added to 81 and reduced 98. The biggest buy was GE Vernova (GEV, shares +35%) and the biggest sale Blackstone (BX, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.8B (Q1 2026)
- SEC Filing
- 0000938592-26-000005 ↗ filed Apr 13, 2026
Holdings Value
Holdings 250 stocks · $1.8B
| GOOGL Alphabet Inc. Class A | 6.47% | 400,805 | $115.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 6.29% | 642,574 | $112.1M | Reduce -0.9% |
| AVGO Broadcom Inc. | 5.62% | 323,279 | $100.1M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 4.31% | 83,422 | $76.7M | Reduce -0.2% |
| GLD SPDR Gold Shares | 4.18% | 173,122 | $74.5M | Reduce -6.9% |
| MSFT Microsoft Corp. | 4.06% | 195,341 | $72.3M | Add +0.7% |
| AAPL Apple Inc. | 3.97% | 278,562 | $70.7M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 3.33% | 201,465 | $59.3M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 2.86% | 245,073 | $51.0M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 100,297 | $48.1M | Add +2.6% |
| GEV GE Vernova Inc. | 2.48% | 50,584 | $44.2M | Add +35.4% |
| WM Waste Management Inc. | 2.43% | 188,208 | $43.2M | Add +1.1% |
| MS Morgan Stanley | 2.30% | 249,367 | $41.0M | Reduce -4.9% |
| MA Mastercard Inc. Class A | 2.24% | 79,834 | $39.9M | Add +0.2% |
| ABBV Abbvie Inc. | 2.15% | 176,293 | $38.3M | Reduce -8.4% |
| LIN Linde PLC | 1.99% | 71,637 | $35.5M | Add +8.1% |
| JNJ Johnson & Johnson | 1.74% | 126,560 | $30.9M | Add +3.5% |
| NFLX Netflix Inc. | 1.61% | 299,223 | $28.8M | Reduce -13.7% |
| SYK Stryker Corp. | 1.58% | 85,768 | $28.2M | Add +2.1% |
| BX Blackstone Inc. | 1.47% | 227,372 | $26.1M | Reduce -18.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.44% | 57,640 | $25.7M | Add +4.8% |
| CVX Chevron Corp. | 1.41% | 121,803 | $25.2M | Add +33.1% |
| ETN Eaton Corp. PLC | 1.30% | 64,794 | $23.2M | Reduce -20.1% |
| HD Home Depot Inc. | 1.25% | 67,956 | $22.4M | Reduce -1.0% |
| ABT Abbott Laboratories | 1.19% | 206,625 | $21.2M | Reduce -23.4% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 42,474 | $20.9M | Add +3.8% |
| NOC Northrop Grumman Corp. | 1.11% | 29,096 | $19.9M | Add +17.3% |
| KO The Coca-Cola Co. | 1.10% | 257,884 | $19.6M | Add +9.7% |
| XOM Exxon Mobil Corp. | 0.97% | 102,161 | $17.3M | Add +20.1% |
| SO The Southern Co. | 0.97% | 178,217 | $17.2M | Add +4.6% |
| GILD Gilead Sciences Inc. | 0.93% | 119,259 | $16.6M | Add +22.6% |
| HTHIY Hitachi Ltd. -ADR | 0.93% | 570,150 | $16.6M | Add +6.0% |
| PEP Pepsico Inc. | 0.91% | 104,913 | $16.3M | Add +27.0% |
| WFC Wells Fargo & Co. | 0.88% | 196,496 | $15.6M | Add +4.8% |
| FERG Ferguson Enterprises Inc. | 0.87% | 66,598 | $15.5M | Reduce -10.9% |
| UNP Union Pacific Corp. | 0.83% | 61,233 | $14.9M | Add +27.4% |
| GOOG Alphabet Inc. Class C | 0.78% | 48,583 | $13.9M | Reduce -6.2% |
| V Visa Inc. Class A | 0.64% | 37,930 | $11.5M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.64% | 36,766 | $11.4M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 17,548 | $11.4M | Reduce -13.8% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 33,996 | $9.6M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.52% | 88,379 | $9.2M | Reduce -40.4% |
| RTX RTX Corp. | 0.50% | 45,750 | $8.8M | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 138,834 | $8.0M | Add +60.8% |
| PG The Procter & Gamble Co. | 0.38% | 46,460 | $6.7M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.36% | 7,603 | $6.4M | Reduce -4.0% |
| TXN Texas Instruments Inc. | 0.34% | 31,238 | $6.1M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.34% | 49,836 | $6.0M | Add +10.5% |
| BLDR Builders Firstsource Inc. | 0.33% | 72,198 | $5.9M | Add +73.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 18,005 | $5.8M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.32% | 35,302 | $5.7M | Add +47.1% |
| LHX L3HARRIS Technologies Inc. | 0.29% | 15,169 | $5.2M | Reduce -5.2% |
| AZN Astrazeneca PLC | 0.25% | 22,732 | $4.5M | Reduce -5.0% |
| AMGN Amgen Inc. | 0.24% | 12,366 | $4.4M | Reduce -5.3% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 28,283 | $4.3M | Reduce -3.5% |
| APH Amphenol Corp. Class A | 0.24% | 33,952 | $4.3M | Reduce -2.6% |
| AEP American Electric Power | 0.24% | 32,328 | $4.2M | Add +1368.8% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 19,054 | $4.2M | Reduce -5.0% |
| IDXX Idexx Laboratories Inc. | 0.23% | 7,250 | $4.1M | Reduce -0.1% |
| CTRA Coterra Energy Inc. | 0.21% | 105,291 | $3.7M | No change |
| ADP Automatic Data Processing | 0.21% | 18,186 | $3.7M | Reduce -0.6% |
| ANET Arista Networks Inc. | 0.21% | 29,801 | $3.7M | Reduce -50.2% |
| ISRG Intuitive Surgical Inc. | 0.19% | 7,387 | $3.4M | Reduce -0.1% |
| EXR Extra Space Storage Inc. | 0.19% | 25,722 | $3.4M | Reduce -1.1% |
| IWO iShares Russell 2000 Growth | 0.18% | 10,299 | $3.2M | No change |
| HWM Howmet Aerospace Inc. | 0.18% | 13,935 | $3.2M | Add +36.4% |
| ORLY O'reilly Automotive Inc. | 0.17% | 32,708 | $3.0M | Reduce -44.9% |
| PWR Quanta Services Inc. | 0.17% | 5,427 | $3.0M | Reduce -5.9% |
| CHD Church & Dwight Co. Inc. | 0.16% | 30,625 | $2.9M | Add +9.7% |
| VFIAX Vanguard 500 Index-Adm | 0.16% | 4,737 | $2.9M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.16% | 36,731 | $2.8M | Reduce -0.7% |
| SHW The Sherwin-Williams Co. | 0.16% | 8,848 | $2.8M | Reduce -28.9% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.16% | 38,891 | $2.8M | New |
| IBB iShares Biotechnology ETF | 0.15% | 15,426 | $2.6M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.14% | 5,939 | $2.5M | Reduce -6.0% |
| PH Parker Hannifin Corp. | 0.14% | 2,742 | $2.5M | Reduce -0.1% |
| DE Deere & Co. | 0.14% | 4,319 | $2.4M | Add +612.7% |
| REGN Regeneron Pharmaceuticals | 0.13% | 3,109 | $2.4M | Reduce -7.2% |
| XBI SS SPDR S&P Biotech ETF | 0.13% | 18,249 | $2.3M | Reduce -3.0% |
| WPM Wheaton Precious Metals Corp. | 0.12% | 16,878 | $2.2M | Reduce -3.3% |
| META Meta Platforms Inc. Class A | 0.12% | 3,707 | $2.1M | Reduce -5.9% |
| MAR Marriott International Class A | 0.12% | 6,316 | $2.1M | Add +21.7% |
| ITW Illinois Tool Works | 0.11% | 7,304 | $1.9M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 9,532 | $1.8M | Add +4.9% |
| WMT Walmart Inc. | 0.10% | 14,311 | $1.8M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 11,054 | $1.8M | Add +33.0% |
| ROL Rollins Inc. | 0.10% | 32,222 | $1.7M | Reduce -0.1% |
| GWW WW Grainger Inc. | 0.10% | 1,572 | $1.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,705 | $1.7M | No change |
| RSG Republic Services Inc. | 0.09% | 7,572 | $1.7M | Add +0.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.09% | 3,466 | $1.6M | No change |
| CRH CRH PLC | 0.09% | 14,598 | $1.5M | Add +11.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 14,065 | $1.4M | Add +0.1% |
| HEI Heico Corp. | 0.08% | 5,084 | $1.4M | Reduce -57.8% |
| ACN Accenture PLC Class A | 0.08% | 6,875 | $1.4M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.08% | 1,367 | $1.4M | Add +1.3% |
| EBC Eastern Bankshares Inc. | 0.07% | 68,256 | $1.3M | No change |
| CW Curtiss-Wright Corp. | 0.07% | 1,957 | $1.3M | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.07% | 5,176 | $1.3M | Add +1.4% |
| ORCL Oracle Corp. | 0.07% | 8,501 | $1.3M | Reduce -4.0% |
Portfolio Sells Q4 2025 → Q1 2026
| BX Blackstone Inc. | Reduce -18.4% | 1.47% | −0.81 |
| NOW ServiceNow Inc. | Reduce -40.4% | 0.52% | −0.68 |
| ABT Abbott Laboratories | Reduce -23.4% | 1.19% | −0.60 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 4.31% | −0.46 |
| AVGO Broadcom Inc. | Reduce -1.5% | 5.62% | −0.41 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 3.33% | −0.25 |
| SHOP Shopify Inc. Class A | Reduce -86.6% | 0.03% | −0.25 |
| AXP American Express Co. | Reduce -77.1% | 0.06% | −0.25 |
| ANET Arista Networks Inc. | Reduce -50.2% | 0.21% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 6.47% | −0.18 |
| ABBV Abbvie Inc. | Reduce -8.4% | 2.15% | −0.18 |
| MS Morgan Stanley | Reduce -4.9% | 2.30% | −0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -80.0% | 0.04% | −0.16 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.14 |
| HEI Heico Corp. | Reduce -57.8% | 0.08% | −0.13 |
| ORLY O'reilly Automotive Inc. | Reduce -44.9% | 0.17% | −0.12 |
| NVDA Nvidia Corp. | Reduce -0.9% | 6.29% | −0.12 |
| NFLX Netflix Inc. | Reduce -13.7% | 1.61% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.8% | 0.64% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -6.2% | 0.78% | −0.08 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Reduce -1.6% | 0.64% | −0.07 |
| ETN Eaton Corp. PLC | Reduce -20.1% | 1.30% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -28.9% | 0.16% | −0.05 |
| AAPL Apple Inc. | Reduce -0.2% | 3.97% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.21% | −0.04 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.03 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.03 |
| IDXX Idexx Laboratories Inc. | Reduce -0.1% | 0.23% | −0.03 |
| BAC Bank of America Corp. | Reduce -40.4% | 0.04% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -0.1% | 0.19% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -33.9% | 0.06% | −0.03 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.08% | −0.02 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Reduce -4.0% | 0.07% | −0.02 |
| FKGRX Franklin Growth Fund-A | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -5.9% | 0.12% | −0.02 |
| GE General Electric | Reduce -0.8% | 0.54% | −0.02 |
| INTU Intuit Inc. | Reduce -21.8% | 0.02% | −0.02 |
| CRM Salesforce Inc. | Reduce -1.6% | 0.05% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -6.0% | 0.14% | −0.02 |
| CADE Cadence Bank | Sold out | 0.00% | −0.02 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| OAYMX Oakmark Fund-Adv | Sold out | 0.00% | −0.01 |
| EADSY Airbus SE - Unsp ADR | Sold out | 0.00% | −0.01 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −0.01 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.01 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| GEV GE Vernova Inc. | Add +35.4% | 2.48% | +1.18 |
| CVX Chevron Corp. | Add +33.1% | 1.41% | +0.68 |
| LIN Linde PLC | Add +8.1% | 1.99% | +0.50 |
| XOM Exxon Mobil Corp. | Add +20.1% | 0.97% | +0.43 |
| JNJ Johnson & Johnson | Add +3.5% | 1.74% | +0.39 |
| NOC Northrop Grumman Corp. | Add +17.3% | 1.11% | +0.36 |
| GILD Gilead Sciences Inc. | Add +22.6% | 0.93% | +0.30 |
| PEP Pepsico Inc. | Add +27.0% | 0.91% | +0.29 |
| WM Waste Management Inc. | Add +1.1% | 2.43% | +0.26 |
| UNP Union Pacific Corp. | Add +27.4% | 0.83% | +0.24 |
| KO The Coca-Cola Co. | Add +9.7% | 1.10% | +0.23 |
| AEP American Electric Power | Add +1368.8% | 0.24% | +0.22 |
| MDLZ Mondelez International Inc. Class A | Add +60.8% | 0.45% | +0.20 |
| SO The Southern Co. | Add +4.6% | 0.97% | +0.18 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.16% | +0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Add +4.8% | 1.44% | +0.12 |
| DE Deere & Co. | Add +612.7% | 0.14% | +0.12 |
| BLDR Builders Firstsource Inc. | Add +73.9% | 0.33% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 2.70% | +0.09 |
| MRK Merck & Co. Inc. | Add +10.5% | 0.34% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +47.1% | 0.32% | +0.08 |
| HWM Howmet Aerospace Inc. | Add +36.4% | 0.18% | +0.07 |
| TXN Texas Instruments Inc. | Add +4.0% | 0.34% | +0.06 |
| MCD McDonald's Corp. | Add +0.1% | 0.64% | +0.05 |
| HTHIY Hitachi Ltd. -ADR | Add +6.0% | 0.93% | +0.04 |
| CHD Church & Dwight Co. Inc. | Add +9.7% | 0.16% | +0.04 |
| EWJ iShares MSCI Japan ETF | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +33.0% | 0.10% | +0.03 |
| MAR Marriott International Class A | Add +21.7% | 0.12% | +0.03 |
| GNRC Generac Holdings Inc. | New | 0.02% | +0.02 |
| IRM Iron Mountain Inc. | Add +0.1% | 0.08% | +0.02 |
| FOCPX Fidelity Otc Portfolio | New | 0.02% | +0.02 |
| SYK Stryker Corp. | Add +2.1% | 1.58% | +0.02 |
| PFE Pfizer Inc. | Add +24.6% | 0.05% | +0.02 |
| COP Conocophillips | Add +18.6% | 0.04% | +0.02 |
| GLW Corning Inc. | Add +0.7% | 0.04% | +0.02 |
| WMT Walmart Inc. | Add +0.1% | 0.10% | +0.02 |
| HBAN Huntington Bancshares Inc. | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.3% | 0.08% | +0.01 |
| INDA iShares MSCI India ETF | New | 0.01% | +0.01 |
| FCNTX Fidelity Contrafund | Add +75.0% | 0.03% | +0.01 |
| LMT Lockheed Martin Corp. | Add +18.4% | 0.04% | +0.01 |
| EOG EOG Resources Inc. | New | 0.01% | +0.01 |
| ITW Illinois Tool Works | Add +0.1% | 0.11% | +0.01 |
| ENTG Entegris Inc. | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.9% | 0.10% | +0.01 |
| VTIAX Vanguard TTL Int St Idx-Adm | Add +47.9% | 0.03% | +0.01 |
| FXAIX Fidelity 500 Index Fund | Add +25.4% | 0.04% | +0.01 |
| PFGC Performance Food Group Co. | Add +29.3% | 0.04% | +0.01 |
| DHR Danaher Corp. | Add +47.3% | 0.04% | +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 |