MOODY LYNN LIEBERSON & WALKER, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$1,781,692
Net value change ($000)
-105,160 (-5.6%)
New positions
10
Sold out positions
25
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 19,732 80.8%
CVX 11,253 80.7%
LIN 7,251 25.7%
XOM 7,101 69.4%
NOC 5,706 40.3%
JNJ 5,619 22.2%
GILD 4,678 39.2%
AZN 4,483 NEW
PEP 4,440 37.5%
AEP 3,984 1568.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -21,475 -22.9%
BX -16,805 -39.1%
AVGO -13,568 -11.9%
NOW -13,467 -59.3%
LLY -13,136 -14.6%
ABT -12,585 -37.2%
GOOGL -10,274 -8.2%
NVDA -8,820 -7.3%
JPM -8,236 -12.2%
ABBV -5,634 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type