Wills Financial Group LLC MOG/A MOOG INC

Ownership history in Wills Financial Group LLC  ·  4 quarters on record

AI Ownership Summary

Wills Financial Group LLC reported MOOG INC (MOG/A) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.88% in 2026 Q1. The latest visible filing shows MOG/A at 1.88% 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 MOG/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wills Financial Group LLC's position in MOOG INC, 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

MOG/A was reported at 1.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

How Wills Financial Group LLC held MOG/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,245 -529 -3.2% 1.88% $5.0M 2026-05-14 $322.75
2025 Q4 UNCHANGED 16,774 0% 1.56% $4.1M 2026-02-11 $321.38
2025 Q3 ADDED 16,774 +98 +0.6% 1.43% $3.5M 2025-11-14 $200.99
2025 Q2 INITIATED 16,676 1.31% $3.0M 2025-08-13 $194.16

FAQ About Wills Financial Group LLC and MOG/A

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

How long has Wills Financial Group LLC reported owning MOG/A?

Wills Financial Group LLC reported MOG/A across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MOG/A position in Wills Financial Group LLC's portfolio?

The largest reported portfolio weight for MOG/A was 1.88% in 2026 Q1.

What is the latest reported MOG/A position on this page?

The most recent filing on this page is 2026 Q1, when Wills Financial Group LLC reported 16,245 shares, equal to 1.88% of portfolio, with an estimated market value of $5.0M.

What does the chart on this MOG/A ownership page compare?

The chart compares Wills Financial Group LLC's quarterly MOG/A 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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