MOODY LYNN LIEBERSON & WALKER, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
264
Total value ($000)
$1,895,339
Net value change ($000)
+113,647 (6.4%)
New positions
34
Sold out positions
20
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 22,394 19.4%
LLY 20,625 26.9%
AVGO 16,374 16.4%
NVDA 14,788 13.2%
GEV 14,565 33.0%
MS 12,558 30.6%
AAPL 10,956 15.5%
AMZN 8,890 17.4%
PANW 8,452 149.3%
MRK 8,210 136.9%
Top Reduces (Value $000, Stocks/ETFs)
GLD -19,320 -25.9%
NOC -11,371 -57.3%
WFC -11,150 -71.3%
NFLX -9,515 -33.1%
PEP -9,472 -58.1%
NOW -9,240 -100.0%
BLDR -5,944 -100.0%
CVX -5,268 -20.9%
LHX -5,236 -100.0%
AZN -4,483 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type