MOODY LYNN LIEBERSON & WALKER, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,895,339
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 264 | 1,895,339 | 13F-HR | MOODY LYNN LIEBERSON & WALKER, LLC |
| Q1 2026 | 4/13/2026 | 250 | 1,781,692 | 13F-HR | MOODY LYNN LIEBERSON & WALKER, LLC |
| Q4 2025 | 1/15/2026 | 265 | 1,886,852 | 13F-HR | MOODY LYNN & LIEBERSON, LLC |
| Q3 2025 | 10/20/2025 | 259 | 1,857,807 | 13F-HR | MOODY LYNN & LIEBERSON, LLC |
| Q2 2025 | 7/17/2025 | 258 | 1,732,761 | 13F-HR | MOODY LYNN & LIEBERSON, LLC |
| Q2 2014 | 7/30/2014 | 197 | 728,065 | 13F-HR | MOODY LYNN & LIEBERSON, INC. |
| Q1 2014 | 4/30/2014 | 193 | 690,423 | 13F-HR | MOODY LYNN & LIEBERSON, INC. |
| Q4 2013 | 2/10/2014 | 198 | 734,035 | 13F-HR | MOODY LYNN & LIEBERSON, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.772 M | 93.5% | 123 K | 0 | 123 K |
| ETFs | 123.2 K | 6.5% | 0 | 9.403 K | -9.403 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,895,339
Holdings
264
QoQ value change ($000)
113,647
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.