AI Portfolio Summary
In 2026 Q1, MOODY LYNN LIEBERSON & WALKER, LLC maintained a portfolio of 275 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 0.7%. Conversely, MOODY LYNN LIEBERSON & WALKER, LLC completely exited their position in ASTRAZENECA PLC SP A.
Total Positions
275
Quarter
2026 Q1
Top Holding
GOOGL (6.5%)
Top 10 Concentration
43.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 275
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC CA...
|
Unknown | 6.47% | 6.65% |
#1
Prev: #1
|
5.1 | -246 | -0.1% |
P
S
|
400,805 | $115,255,486 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Unknown | 6.29% | 6.41% |
#2
Prev: #2
|
4.5 | -5,603 | -0.9% |
P
S
|
642,574 | $112,064,906 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Unknown | 5.62% | 6.02% |
#3
Prev: #3
|
3.7 | -5,024 | -1.5% |
P
S
|
323,279 | $100,058,083 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LLY
LILLY ELI & CO
|
Unknown | 4.31% | 4.76% |
#4
1
Prev: #5
|
2.7 | -198 | -0.2% |
P
S
|
83,422 | $76,729,053 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 4.18% | 3.90% |
#5
2
Prev: #7
|
2.7 | -12,790 | -6.9% |
P
S
|
173,122 | $74,492,665 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 4.06% | 4.97% |
#6
2
Prev: #4
|
2.1 | 1,420 | 0.7% |
P
S
|
195,341 | $72,309,354 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Unknown | 3.97% | 4.02% |
#7
1
Prev: #6
|
2.1 | -568 | -0.2% |
P
S
|
278,562 | $70,696,250 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Unknown | 3.33% | 3.58% |
#8
Prev: #8
|
1.8 | -8,017 | -3.8% |
P
S
|
201,465 | $59,262,944 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON.COM INC
|
Unknown | 2.86% | 2.97% |
#9
Prev: #9
|
1.6 | 2,337 | 1.0% |
P
S
|
245,073 | $51,041,354 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Unknown | 2.70% | 2.61% |
#10
Prev: #10
|
1.6 | 2,505 | 2.6% |
P
S
|
100,297 | $48,062,322 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GEV
GE VERNOVA INC
|
Unknown | 2.48% | 1.29% |
#11
12
Prev: #23
|
3.5 | 13,216 | 35.4% |
P
S
|
50,584 | $44,154,774 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WM
WASTE MANAGEMEN...
|
Unknown | 2.43% | 2.17% |
#12
3
Prev: #15
|
1.5 | 2,011 | 1.1% |
P
S
|
188,208 | $43,248,316 | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MS
MORGAN STANLEY
|
Unknown | 2.30% | 2.47% |
#13
2
Prev: #11
|
1.4 | -12,938 | -4.9% |
P
S
|
249,367 | $41,038,327 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MA
MASTERCARD INCO...
|
Unknown | 2.24% | 2.41% |
#14
2
Prev: #12
|
1.4 | 153 | 0.2% |
P
S
|
79,834 | $39,889,856 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ABBV
ABBVIE INC
|
Unknown | 2.15% | 2.33% |
#15
2
Prev: #13
|
1.4 | -16,170 | -8.4% |
P
S
|
176,293 | $38,341,965 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LIN
LINDE PLC
|
Unknown | 1.99% | 1.50% |
#16
3
Prev: #19
|
2.8 | 5,350 | 8.1% |
P
S
|
71,637 | $35,514,759 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Unknown | 1.74% | 1.34% |
#17
4
Prev: #21
|
1.2 | 4,226 | 3.5% |
P
S
|
126,560 | $30,936,326 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NFLX
NETFLIX INC
|
ETF | 1.61% | 1.72% |
#18
1
Prev: #17
|
1.1 | -47,443 | -13.7% |
P
S
|
299,223 | $28,770,291 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SYK
STRYKER CORPORA...
|
Unknown | 1.58% | 1.56% |
#19
1
Prev: #18
|
1.1 | 1,777 | 2.1% |
P
S
|
85,768 | $28,182,507 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BX
BLACKSTONE INC
|
Unknown | 1.47% | 2.28% |
#20
6
Prev: #14
|
1.1 | -51,280 | -18.4% |
P
S
|
227,372 | $26,145,506 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VRTX
VERTEX PHARMACE...
|
Unknown | 1.44% | 1.32% |
#21
1
Prev: #22
|
1.1 | 2,648 | 4.8% |
P
S
|
57,640 | $25,738,566 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CVX
CHEVRON CORP
|
Unknown | 1.41% | 0.74% |
#22
12
Prev: #34
|
3.1 | 30,286 | 33.1% |
P
S
|
121,803 | $25,201,041 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ETN
EATON CORP PLC
|
Unknown | 1.30% | 1.37% |
#23
3
Prev: #20
|
0.5 | -16,314 | -20.1% |
P
S
|
64,794 | $23,174,870 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HD
HOME DEPOT INC
|
Unknown | 1.25% | 1.25% |
#24
1
Prev: #25
|
1.0 | -704 | -1.0% |
P
S
|
67,956 | $22,350,049 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ABT
ABBOTT LABORATO...
|
Unknown | 1.19% | 1.79% |
#25
9
Prev: #16
|
0.5 | -63,144 | -23.4% |
P
S
|
206,625 | $21,214,189 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AZN
ASTRAZENECA PLC...
|
Healthcare | 0.00% | 0.23% |
Sold All 😨
(Was: #59) |
0.0 | -47,878 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SONY
SONY GROUP CORP...
|
Technology | 0.00% | 0.14% |
Sold All 😨
(Was: #75) |
0.0 | -101,550 | -100.0% |
CLOSED
|
— | $— | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.00% | 0.08% |
Sold All 😨
(Was: #98) |
0.0 | -22,000 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #129) |
0.0 | -2,543 | -100.0% |
CLOSED
|
— | $— | 2002 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BR
BROADRIDGE FINA...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #159) |
0.0 | -2,716 | -100.0% |
CLOSED
|
— | $— | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CYBR
CYBERARK SOFTWA...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #162) |
0.0 | -1,336 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLF
FINANCIAL SELEC...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #187) |
0.0 | -7,833 | -100.0% |
CLOSED
|
— | $— | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FKGRX
FRANKLIN CUSTOD...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #199) |
0.0 | -2,758 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MDB
MONGODB INC CL ...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #211) |
0.0 | -762 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CADE
CADENCE BANK
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #219) |
0.0 | -6,934 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CPRT
COPART INC
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #228) |
0.0 | -6,630 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
OAYMX
HARRIS ASSOC IN...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #230) |
0.0 | -1,504 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EADSY
AIRBUS SE UNSPO...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #232) |
0.0 | -4,325 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CCEP
COCA-COLA EUROP...
|
Consumer Defensive | 0.00% | 0.01% |
Sold All 😨
(Was: #234) |
0.0 | -2,676 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMAT
APPLIED MATERIA...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #236) |
0.0 | -921 | -100.0% |
CLOSED
|
— | $— | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XYL
XYLEM INC
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #237) |
0.0 | -1,732 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #241) |
0.0 | -43 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BEPC
BROOKFIELD RENE...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #242) |
0.0 | -6,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TOST
TOAST INC CL A
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #244) |
0.0 | -6,461 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #246) |
0.0 | -433 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMCR
AMCOR PLC
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #250) |
0.0 | -25,985 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FDSVX
FIDELITY GROWTH...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #252) |
0.0 | -3,006 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #253) |
0.0 | -410 | -100.0% |
CLOSED
|
— | $— | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #257) |
0.0 | -670 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #258) |
0.0 | -7,502 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-25 of 275 holdings