MOODY LYNN LIEBERSON & WALKER, LLC OAYMX β€” HARRIS ASSOC INV TR OAKMARK AD

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  Β·  2 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported HARRIS ASSOC INV TR OAKMARK AD (OAYMX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows OAYMX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OAYMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in HARRIS ASSOC INV TR OAKMARK AD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OAYMX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held OAYMX β€” position size vs. price
% of Fund (quarterly)    OAYMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,504 β€” 0% 0.01% $259K 2026-01-15 $174.88
2025 Q3 INITIATED β€” β€” β€” 1,504 β€” β€” 0.01% $250K 2025-10-20 $162.69

🏒 Other funds also holding OAYMX

As of 2026 Q1 β€” sorted by position size

Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.0%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and OAYMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning OAYMX?

MOODY LYNN LIEBERSON & WALKER, LLC reported OAYMX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported OAYMX position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for OAYMX was 0.01% in 2025 Q4.

What is the latest reported OAYMX position on this page?

The most recent filing on this page is 2025 Q4, when MOODY LYNN LIEBERSON & WALKER, LLC reported 1,504 shares, equal to 0.01% of portfolio, with an estimated market value of $259K.

What does the chart on this OAYMX ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly OAYMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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