Moody Lynn Lieberson & Walker, LLC
Net seller this quarter
$1.9B
202
-$58.2M
45.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $138M | 7.26% | 0.00% | -3.9% | Q2 2016 |
 NVDA | $127M | 6.69% | 0.00% | -1.3% | Q2 2018 |
 AVGO | $116M | 6.14% | 0.01% | -4.7% | Q2 2016 |
 LLY | $97.4M | 5.14% | 0.01% | -2.7% | Q1 2014 |
 AAPL | $81.7M | 4.31% | 0.00% | +1.3% | Q1 2014 |
 MSFT | $69.5M | 3.67% | 0.00% | -4.6% | Q1 2014 |
 JPM | $64.1M | 3.38% | 0.01% | -2.8% | Q3 2016 |
 AMZN | $59.9M | 3.16% | 0.00% | +2.6% | Q2 2015 |
 GEV | $58.7M | 3.10% | 0.02% | -1.2% | Q2 2024 |
 GLD | $55.2M | 2.91% | 0.04% | -13.5% | Q1 2014 |
 MS | $53.6M | 2.83% | 0.02% | +2.8% | Q3 2014 |
 BRK.B | $48.8M | 2.57% | Not reported | -2.8% | Q1 2014 |
 ABBV | $42.5M | 2.24% | 0.01% | -4.2% | Q4 2014 |
 WM | $40M | 2.11% | 0.04% | -4.6% | Q3 2016 |
 MA | $38.6M | 2.04% | 0.01% | -5.8% | Q1 2014 |
 LIN | $36.4M | 1.92% | 0.02% | -2.2% | Q4 2018 |
 JNJ | $34.2M | 1.80% | 0.01% | +6.4% | Q1 2014 |
 VRTX | $28.1M | 1.48% | 0.02% | -1.8% | Q4 2014 |
 BX | $27.3M | 1.44% | 0.03% | +2.2% | Q1 2014 |
 ETN | $26.8M | 1.41% | 0.02% | -3.0% | Q1 2014 |
 SYK | $24.5M | 1.29% | 0.02% | -9.3% | Q3 2017 |
 ABT | $22.5M | 1.19% | 0.01% | +20.1% | Q1 2014 |
 HD | $22.4M | 1.18% | 0.01% | -6.5% | Q1 2014 |
 TMO | $20.5M | 1.08% | 0.01% | -3.7% | Q2 2015 |
 CVX | $19.9M | 1.05% | 0.01% | -1.3% | Q1 2014 |
 KO | $19.7M | 1.04% | 0.01% | -5.8% | Q1 2014 |
 NFLX | $19.3M | 1.02% | 0.01% | -9.9% | Q2 2015 |
| GOOG | $17.5M | 0.92% | Not reported | +1.8% | Q2 2017 |
| HTHIY | $17.4M | 0.92% | 0.00% | +10.3% | Q2 2024 |
 FERG | $16.8M | 0.89% | 0.04% | +6.6% | Q1 2024 |
 UNP | $16.4M | 0.86% | 0.01% | -1.7% | Q1 2014 |
 SO | $15.3M | 0.81% | 0.01% | -10.4% | Q3 2023 |
| SPY | $15.3M | 0.80% | Not reported | +16.4% | Q1 2014 |
 MRK | $14.2M | 0.75% | 0.00% | +121.8% | Q1 2014 |
 PANW | $14.1M | 0.74% | 0.01% | +17.2% | Q1 2014 |
 XOM | $13.9M | 0.74% | 0.00% | -0.1% | Q1 2014 |
 GILD | $13.3M | 0.70% | 0.01% | -11.5% | Q1 2014 |
 V | $13M | 0.68% | 0.00% | -0.4% | Q1 2014 |
 GE | $12.8M | 0.67% | 0.00% | +0.6% | Q2 2023 |
 AEP | $11.7M | 0.62% | 0.02% | +165.0% | Q1 2019 |
 MCD | $10.2M | 0.54% | 0.01% | +2.8% | Q1 2014 |
 TXN | $9.68M | 0.51% | 0.00% | +3.9% | Q1 2015 |
 NOC | $8.48M | 0.45% | 0.01% | -42.8% | Q2 2016 |
 CSCO | $8.06M | 0.43% | 0.00% | +86.8% | Q3 2014 |
 MDLZ | $8M | 0.42% | 0.01% | -0.4% | Q3 2021 |
 GS | $7.98M | 0.42% | 0.00% | +3.8% | Q3 2014 |
 PEP | $6.82M | 0.36% | 0.00% | -52.0% | Q1 2014 |
 RTX | $6.57M | 0.35% | 0.00% | -24.3% | Q2 2020 |
 PG | $6.26M | 0.33% | 0.00% | -8.1% | Q1 2014 |
 APH | $5.97M | 0.32% | 0.00% | -0.2% | Q2 2017 |
| Q1 2026 | |||||
| GOOGL | $115M | 6.47% | 0.00% | -0.1% | Q2 2016 |
| NVDA | $112M | 6.29% | 0.00% | -0.9% | Q2 2018 |
| AVGO | $100M | 5.62% | 0.01% | -1.5% | Q2 2016 |
| LLY | $76.7M | 4.31% | 0.01% | -0.2% | Q1 2014 |
| GLD | $74.5M | 4.18% | 0.05% | -6.9% | Q1 2014 |
| MSFT | $72.3M | 4.06% | 0.00% | +0.7% | Q1 2014 |
| AAPL | $70.7M | 3.97% | 0.00% | -0.2% | Q1 2014 |
| JPM | $59.3M | 3.33% | 0.01% | -3.8% | Q3 2016 |
| AMZN | $51M | 2.86% | 0.00% | +1.0% | Q2 2015 |
| BRK.B | $48.1M | 2.70% | Not reported | +2.6% | Q1 2014 |
| GEV | $44.2M | 2.48% | 0.02% | +35.4% | Q2 2024 |
| WM | $43.2M | 2.43% | 0.05% | +1.1% | Q3 2016 |
| MS | $41M | 2.30% | 0.02% | -4.9% | Q3 2014 |
| MA | $39.9M | 2.24% | 0.01% | +0.2% | Q1 2014 |
| ABBV | $38.3M | 2.15% | 0.01% | -8.4% | Q4 2014 |
| LIN | $35.5M | 1.99% | 0.02% | +8.1% | Q4 2018 |
| JNJ | $30.9M | 1.74% | 0.01% | +3.5% | Q1 2014 |
| NFLX | $28.8M | 1.61% | 0.01% | -13.7% | Q2 2015 |
| SYK | $28.2M | 1.58% | 0.02% | +2.1% | Q3 2017 |
| BX | $26.1M | 1.47% | 0.03% | -18.4% | Q1 2014 |
| VRTX | $25.7M | 1.44% | 0.02% | +4.8% | Q4 2014 |
| CVX | $25.2M | 1.41% | 0.01% | +33.1% | Q1 2014 |
| ETN | $23.2M | 1.30% | 0.02% | -20.1% | Q1 2014 |
| HD | $22.4M | 1.25% | 0.01% | -1.0% | Q1 2014 |
| ABT | $21.2M | 1.19% | 0.01% | -23.4% | Q1 2014 |
| TMO | $20.9M | 1.17% | 0.01% | +3.8% | Q2 2015 |
| NOC | $19.9M | 1.11% | 0.02% | +17.3% | Q2 2016 |
| KO | $19.6M | 1.10% | 0.01% | +9.7% | Q1 2014 |
| XOM | $17.3M | 0.97% | 0.00% | +20.2% | Q1 2014 |
| SO | $17.2M | 0.97% | 0.02% | +4.6% | Q3 2023 |
| GILD | $16.6M | 0.93% | 0.01% | +22.6% | Q1 2014 |
| HTHIY | $16.6M | 0.93% | 0.00% | +6.0% | Q2 2024 |
| PEP | $16.3M | 0.91% | 0.01% | +27.0% | Q1 2014 |
 WFC | $15.6M | 0.88% | 0.01% | +4.8% | Q1 2014 |
| FERG | $15.5M | 0.87% | 0.03% | -10.9% | Q1 2024 |
| UNP | $14.9M | 0.83% | 0.01% | +27.4% | Q1 2014 |
| GOOG | $13.9M | 0.78% | Not reported | -6.2% | Q2 2017 |
| V | $11.5M | 0.64% | 0.00% | -1.7% | Q1 2014 |
| MCD | $11.4M | 0.64% | 0.01% | +0.1% | Q1 2014 |
| SPY | $11.4M | 0.64% | Not reported | -13.8% | Q1 2014 |
| GE | $9.65M | 0.54% | 0.00% | -0.8% | Q2 2023 |
 NOW | $9.24M | 0.52% | 0.01% | -40.4% | Q4 2017 |
| RTX | $8.83M | 0.50% | 0.00% | -2.0% | Q2 2020 |
| MDLZ | $8M | 0.45% | 0.01% | +60.8% | Q3 2021 |
| PG | $6.71M | 0.38% | 0.00% | -0.8% | Q1 2014 |
| GS | $6.43M | 0.36% | 0.00% | -4.0% | Q3 2014 |
| TXN | $6.06M | 0.34% | 0.00% | +4.1% | Q1 2015 |
| MRK | $5.99M | 0.34% | 0.00% | +10.5% | Q1 2014 |
 BLDR | $5.94M | 0.33% | 0.07% | +73.9% | Q3 2025 |
| PANW | $5.66M | 0.32% | 0.00% | +47.2% | Q1 2014 |
| Q4 2025 | |||||
| GOOGL | $126M | 6.65% | 0.00% | 0.0% | Q2 2016 |
| NVDA | $121M | 6.41% | 0.00% | +0.5% | Q2 2018 |
| AVGO | $114M | 6.02% | 0.01% | -14.9% | Q2 2016 |
| MSFT | $93.8M | 4.97% | 0.00% | 0.0% | Q1 2014 |
| LLY | $89.9M | 4.76% | 0.01% | +3.3% | Q1 2014 |
| AAPL | $75.9M | 4.02% | 0.00% | +1.2% | Q1 2014 |
| GLD | $73.7M | 3.90% | 0.05% | -1.9% | Q1 2014 |
| JPM | $67.5M | 3.58% | 0.01% | +5.1% | Q3 2016 |
| AMZN | $56M | 2.97% | 0.00% | -2.7% | Q2 2015 |
| BRK.B | $49.2M | 2.61% | Not reported | +10.3% | Q1 2014 |
| MS | $46.6M | 2.47% | 0.02% | +0.3% | Q3 2014 |
| MA | $45.5M | 2.41% | 0.01% | +0.4% | Q1 2014 |
| ABBV | $44M | 2.33% | 0.01% | +4.9% | Q4 2014 |
| BX | $43M | 2.28% | 0.04% | -3.2% | Q1 2014 |
| WM | $40.9M | 2.17% | 0.05% | +0.1% | Q3 2016 |
| ABT | $33.8M | 1.79% | 0.02% | +2.4% | Q1 2014 |
| NFLX | $32.5M | 1.72% | 0.01% | -2.5% | Q2 2015 |
| SYK | $29.5M | 1.56% | 0.02% | -6.8% | Q3 2017 |
| LIN | $28.3M | 1.50% | 0.01% | +1.4% | Q4 2018 |
| ETN | $25.8M | 1.37% | 0.02% | -6.2% | Q1 2014 |
| JNJ | $25.3M | 1.34% | 0.01% | +4.6% | Q1 2014 |
| VRTX | $24.9M | 1.32% | 0.02% | -2.8% | Q4 2014 |
| GEV | $24.4M | 1.29% | 0.01% | +1.1% | Q2 2024 |
| TMO | $23.7M | 1.26% | 0.01% | +2.5% | Q2 2015 |
| HD | $23.6M | 1.25% | 0.01% | +0.1% | Q1 2014 |
| NOW | $22.7M | 1.20% | 0.01% | -1.6% | Q4 2017 |
| WFC | $17.5M | 0.93% | 0.01% | -8.9% | Q1 2014 |
| HTHIY | $16.8M | 0.89% | 0.00% | +1.6% | Q2 2024 |
| FERG | $16.6M | 0.88% | 0.04% | +30.7% | Q1 2024 |
| KO | $16.4M | 0.87% | 0.01% | +24.2% | Q1 2014 |
| GOOG | $16.3M | 0.86% | Not reported | +7.1% | Q2 2017 |
| SO | $14.9M | 0.79% | 0.02% | -2.0% | Q3 2023 |
| NOC | $14.1M | 0.75% | 0.02% | -14.0% | Q2 2016 |
| CVX | $13.9M | 0.74% | 0.00% | -16.9% | Q1 2014 |
| SPY | $13.9M | 0.74% | Not reported | -0.7% | Q1 2014 |
| V | $13.5M | 0.72% | 0.00% | +0.5% | Q1 2014 |
| GILD | $11.9M | 0.63% | 0.01% | +46.2% | Q1 2014 |
| PEP | $11.9M | 0.63% | 0.01% | +25.2% | Q1 2014 |
| MCD | $11.2M | 0.60% | 0.01% | +0.4% | Q1 2014 |
| UNP | $11.1M | 0.59% | 0.01% | +816.2% | Q1 2014 |
| GE | $10.6M | 0.56% | 0.00% | -2.0% | Q2 2023 |
| XOM | $10.2M | 0.54% | 0.00% | +75.3% | Q1 2014 |
| RTX | $8.56M | 0.45% | 0.00% | -0.4% | Q2 2020 |
 ANET | $7.85M | 0.42% | 0.00% | -6.8% | Q2 2018 |
| GS | $6.96M | 0.37% | 0.00% | -0.4% | Q3 2014 |
| PG | $6.71M | 0.36% | 0.00% | -1.8% | Q1 2014 |
 AXP | $5.81M | 0.31% | 0.00% | -1.1% | Q1 2014 |
 ORLY | $5.41M | 0.29% | 0.01% | -54.6% | Q4 2021 |
 SHOP | $5.26M | 0.28% | 0.01% | -2.2% | Q2 2023 |
| TXN | $5.21M | 0.28% | 0.00% | -3.2% | Q1 2015 |
| Q3 2025 | |||||
| AVGO | $127M | 6.85% | 0.01% | -6.3% | Q2 2016 |
| NVDA | $120M | 6.48% | 0.00% | -1.0% | Q2 2018 |
| MSFT | $100M | 5.40% | 0.00% | +0.2% | Q1 2014 |
| GOOGL | $97.5M | 5.25% | 0.00% | +5.2% | Q2 2016 |
| AAPL | $70.3M | 3.78% | 0.00% | +7.0% | Q1 2014 |
| GLD | $67.4M | 3.63% | 0.06% | -3.1% | Q1 2014 |
| JPM | $62.8M | 3.38% | 0.01% | +0.1% | Q3 2016 |
| LLY | $61.8M | 3.33% | 0.01% | -1.0% | Q1 2014 |
| AMZN | $54.8M | 2.95% | 0.00% | -0.5% | Q2 2015 |
| BX | $49.2M | 2.65% | 0.04% | +3.3% | Q1 2014 |
| MA | $45.2M | 2.43% | 0.01% | -0.2% | Q1 2014 |
| BRK.B | $44.6M | 2.40% | Not reported | -16.1% | Q1 2014 |
| NFLX | $42.6M | 2.30% | 0.01% | -0.3% | Q2 2015 |
| ABBV | $42.5M | 2.29% | 0.01% | +6.4% | Q4 2014 |
| MS | $41.6M | 2.24% | 0.02% | +3.4% | Q3 2014 |
| WM | $41.1M | 2.21% | 0.05% | -1.6% | Q3 2016 |
| ABT | $35.3M | 1.90% | 0.02% | -1.5% | Q1 2014 |
| SYK | $33.3M | 1.79% | 0.02% | +2.6% | Q3 2017 |
| ETN | $32.3M | 1.74% | 0.02% | +1.3% | Q1 2014 |
| LIN | $31.1M | 1.67% | 0.01% | -0.5% | Q4 2018 |
| HD | $27.8M | 1.50% | 0.01% | +0.3% | Q1 2014 |
| NOW | $27.7M | 1.49% | 0.01% | -8.9% | Q4 2017 |
| GEV | $22.7M | 1.22% | 0.01% | +0.9% | Q2 2024 |
| VRTX | $22.2M | 1.19% | 0.02% | -2.6% | Q4 2014 |
| JNJ | $21.7M | 1.17% | 0.00% | +14.2% | Q1 2014 |
| TMO | $19.4M | 1.04% | 0.01% | +0.3% | Q2 2015 |
| NOC | $17.6M | 0.95% | 0.02% | +1.6% | Q2 2016 |
| WFC | $17.3M | 0.93% | 0.01% | +38.7% | Q1 2014 |
| CVX | $17.1M | 0.92% | 0.01% | +66.7% | Q1 2014 |
| SO | $16.5M | 0.89% | 0.02% | +12.4% | Q3 2023 |
| ORLY | $14.1M | 0.76% | 0.02% | +3124.6% | Q4 2021 |
| HTHIY | $13.9M | 0.75% | 0.00% | +3.0% | Q2 2024 |
| SPY | $13.7M | 0.74% | Not reported | -2.2% | Q1 2014 |
 ICE | $13.2M | 0.71% | 0.01% | +0.8% | Q1 2014 |
| V | $13.1M | 0.71% | 0.00% | -0.7% | Q1 2014 |
| FERG | $12.8M | 0.69% | 0.03% | +20.5% | Q1 2024 |
| KO | $12.6M | 0.68% | 0.00% | +0.7% | Q1 2014 |
| GOOG | $11.8M | 0.63% | Not reported | Not reported | Q2 2017 |
| MCD | $11.1M | 0.60% | 0.01% | -1.1% | Q1 2014 |
| GE | $10.5M | 0.57% | 0.00% | +0.3% | Q2 2023 |
 ORCL | $9.57M | 0.52% | 0.00% | -0.8% | Q2 2017 |
| ANET | $9.36M | 0.50% | 0.01% | -1.4% | Q2 2018 |
| PEP | $9.26M | 0.50% | 0.00% | +23.8% | Q1 2014 |
| BLDR | $8.93M | 0.48% | 0.07% | New | Q3 2025 |
| RTX | $7.84M | 0.42% | 0.00% | -2.8% | Q2 2020 |
| GILD | $7.39M | 0.40% | 0.01% | +0.9% | Q1 2014 |
| PG | $7.33M | 0.39% | 0.00% | -4.3% | Q1 2014 |
| GS | $6.33M | 0.34% | 0.00% | -1.2% | Q3 2014 |
| TXN | $5.7M | 0.31% | 0.00% | Not reported | Q1 2015 |
 SPOT | $5.57M | 0.30% | 0.00% | +18.0% | Q2 2023 |