MOODY LYNN LIEBERSON & WALKER, LLC HACAX — HARBOR FUNDS CAP APPREC INST

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  11 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported HARBOR FUNDS CAP APPREC INST (HACAX) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows HACAX at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HACAX 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 HARBOR FUNDS CAP APPREC INST, 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
2026 Q1

HACAX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

HACAX stock page MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC held HACAX — position size vs. price
% of Fund (quarterly)    HACAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,790 — 0% 0.02% $290K 2026-04-13 $110.85
2025 Q4 UNCHANGED — — — 2,790 — 0% 0.02% $325K 2026-01-15 $116.15
2025 Q3 UNCHANGED — — — 2,790 — 0% 0.02% $358K 2025-10-20 $116.88
2025 Q2 UNCHANGED — — — 2,790 — 0% 0.02% $341K 2025-07-17 $111.06
2025 Q1 UNCHANGED — — — 2,790 — 0% 0.02% $285K 2025-04-28 $94.10
2024 Q4 UNCHANGED — — — 2,790 — 0% 0.02% $317K 2025-01-21 $105.01
2024 Q3 UNCHANGED — — — 2,790 — 0% 0.02% $331K 2024-10-23 $97.09
2024 Q2 UNCHANGED — — — 2,790 — 0% 0.02% $326K 2024-07-25 $89.52
2024 Q1 UNCHANGED — — — 2,790 — 0% 0.02% $306K 2024-04-23 $85.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HACAX

As of 2026 Q1 — sorted by position size

Fairfield Financial Advisors, LTD 0.68% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.01%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and HACAX

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 HACAX?

MOODY LYNN LIEBERSON & WALKER, LLC reported HACAX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for HACAX was 0.02% in 2024 Q2.

What is the latest reported HACAX position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 2,790 shares, equal to 0.02% of portfolio, with an estimated market value of $290K.

What does the chart on this HACAX ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly HACAX 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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