MOODY LYNN LIEBERSON & WALKER, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$1,926,986
Net value change ($000)
+31,647 (1.7%)
New positions
16
Sold out positions
15
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 28,661 41.2%
EXXONMOBIL HOLDINGS CORP 19,753 NEW
NVDA 19,739 15.6%
AAPL 12,792 15.7%
SPACE EXPLORATION TECHNOLOGIES 10,949 NEW
PLTR 8,226 934.8%
TMO 7,797 38.0%
AMZN 6,060 10.1%
ABT 5,298 23.5%
GILD 5,085 38.1%
Top Reduces (Value $000, Stocks/ETFs)
GEV -16,142 -27.5%
XOM -13,948 -100.0%
AEP -11,319 -96.6%
AVGO -10,135 -8.7%
SO -9,314 -60.9%
HD -7,695 -34.3%
SYK -5,956 -24.3%
MS -5,596 -10.4%
GOOGL -5,068 -3.7%
GE -4,634 -36.3%
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