Moody Lynn Lieberson & Walker, LLC reported 196 positions worth $1.85B for the quarter ended Sep 30, 2026, up 2.0% on the prior quarter. It opened 12 new positions, added to 58, trimmed 78 and exited 8. Its largest holding is Nvidia Corp at 7.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +72.6K | – | $10.95M | 0.593% |
| PLTR Palantir Technologies Inc. | +41.1K | +545.5% | $7.69M | 0.493% |
| NOW ServiceNow, Inc. | +34.3K | – | $4.60M | 0.249% |
| AMGN Amgen Inc | +8,875 | +322.4% | $3.74M | 0.266% |
| BMY Bristol Myers Squibb Co | +58.2K | – | $3.63M | 0.197% |
| AMZN Amazon Com Inc | +13.4K | +5.3% | $3.34M | 3.58% |
| ABT Abbott Laboratories | +33.3K | +13.4% | $3.29M | 1.51% |
| XOM ExxonMobil Holdings Corp | +19.4K | +19.0% | $3.15M | 1.07% |
| JPM Jpmorgan Chase & Co | +8,340 | +4.3% | $2.76M | 3.66% |
| MRK Merck & Co., Inc. | +18.5K | +16.7% | $2.69M | 1.02% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AEP American Electric Power Co Inc | -82.3K | -96.1% | $9.76M | 0.022% |
| SO Southern Co | -87.7K | -54.9% | $7.27M | 0.324% |
| GEV GE Vernova Inc. | -5,184 | -10.4% | $4.93M | 2.31% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -7,869 | -100.0% | $3.76M | Exited |
| NFLX Netflix Inc | -52.2K | -19.4% | $3.63M | 0.82% |
| ADI Analog Devices Inc | -9,109 | -80.9% | $3.61M | 0.046% |
| CMI Cummins Inc | -4,846 | -100.0% | $3.46M | Exited |
| HD Home Depot, Inc. | -11.8K | -18.6% | $3.36M | 0.797% |
| HWM Howmet Aerospace Inc. | -13.1K | -89.1% | $2.96M | 0.02% |
| SYK Stryker Corp | -10.5K | -13.5% | $2.89M | 1% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +72.6K | $10.95M | 0.593% |
| NOW ServiceNow, Inc. | +34.3K | $4.60M | 0.249% |
| BMY Bristol Myers Squibb Co | +58.2K | $3.63M | 0.197% |
| MSI Motorola Solutions, Inc. | +4,536 | $2.02M | 0.11% |
| VMRK Vivmark Residential | +6,518 | $396.03K | 0.021% |
| DASH DoorDash, Inc. | +1,896 | $348.01K | 0.019% |
| BWA Borgwarner Inc | +5,445 | $327.30K | 0.018% |
| CG Carlyle Group Inc. | +8,162 | $323.71K | 0.018% |
| SNOW Snowflake Inc. | +859 | $291.68K | 0.016% |
| EPR Epr Properties | +5,008 | $281.10K | 0.015% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -7,869 | $3.76M | 0.208% |
| CMI Cummins Inc | -4,846 | $3.46M | 0.191% |
| NBIX Neurocrine Biosciences Inc | -12.6K | $2.12M | 0.117% |
| BHP BHP Group Ltd | -17.7K | $1.48M | 0.082% |
| BROS Dutch Bros Inc. | -5,387 | $386.84K | 0.021% |
| NRG Nrg Energy, Inc. | -1,995 | $291.39K | 0.016% |
| INTU Intuit Inc. | -807 | $210.63K | 0.012% |
| TSLA Tesla, Inc. | -500 | $210.30K | 0.012% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 641.9K | $146.59M | 7.94% | +7,897 | +1.2% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 385.3K | $132.58M | 7.18% | +147 | +0.0% | Added | 0.01% |
| 3 | AVGO Broadcom Inc. | Technology | 302.7K | $106.30M | 5.76% | -5,548 | -1.8% | Reduced | 0.01% |
| 4 | MSFT Microsoft Corp | Technology | 191.4K | $98.15M | 5.32% | +5,075 | +2.7% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 283.6K | $94.44M | 5.12% | +1,419 | +0.5% | Added | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 81.6K | $94.39M | 5.11% | +413 | +0.5% | Added | 0.01% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 204.3K | $67.58M | 3.66% | +8,340 | +4.3% | Added | 0.01% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 264.9K | $65.99M | 3.58% | +13.4K | +5.3% | Added | 0% |
| 9 | GLD Spdr Gold Trust | Financial Services | 153.0K | $58.25M | 3.16% | +3,193 | +2.1% | Added | 0.04% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 96.4K | $48.00M | 2.6% | -1,079 | -1.1% | Reduced | 0.01% |
| 11 | MS Morgan Stanley | Financial Services | 255.2K | $48.00M | 2.6% | -1,176 | -0.5% | Reduced | 0.02% |
| 12 | ABBV AbbVie Inc. | Healthcare | 174.0K | $45.51M | 2.47% | +5,008 | +3.0% | Added | 0.01% |
| 13 | GEV GE Vernova Inc. | Industrials | 44.8K | $42.58M | 2.31% | -5,184 | -10.4% | Reduced | 0.02% |
| 14 | MA Mastercard Inc | Financial Services | 75.0K | $41.36M | 2.24% | -182 | -0.2% | Reduced | 0.01% |
| 15 | JNJ Johnson & Johnson | Healthcare | 138.3K | $36.60M | 1.98% | +3,607 | +2.7% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Moody Lynn Lieberson & Walker.
As of its Q3 2026 13F filing, Moody Lynn Lieberson & Walker, LLC’s five largest positions were Nvidia Corp (NVDA) at 7.9%, Alphabet Inc. (GOOGL) at 7.2%, Broadcom Inc. (AVGO) at 5.8%, Microsoft Corp (MSFT) at 5.3%, Apple Inc. (AAPL) at 5.1% of the reported portfolio.
Moody Lynn Lieberson & Walker, LLC reported a 13F portfolio worth $1.85B across 196 positions for Q3 2026. That is up 2.0% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($10.95M), Palantir Technologies Inc. ($7.69M), ServiceNow, Inc. ($4.60M). It opened 12 new positions.
Its largest sales by value were American Electric Power Co Inc ($9.76M), Southern Co ($7.27M), GE Vernova Inc. ($4.93M). It exited 8 positions entirely.
From the Form 13F-HR reports Moody Lynn Lieberson & Walker, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.