13F Insight
DOSSIER · 13F-HR · Q3 2026

MOODY LYNN & LIEBERSON, LLC

$1.9B in tracked AUM across 265 positions as of Q3 2026.

ML
CIK 0000938592 · last filed Sep 30, 2026
Total AUM
$1.9B
as of Q3 2026
Holdings
265
+1 QoQ
positions
Whale Score
62
62
tracked
Activity
197
+16 new, −15 sold
changes this Q
AI Analysis · Q3 2026

MOODY LYNN & LIEBERSON, LLC filed its latest 13F-HR for Q3 2026. 197 position changes this quarter — 16 new, 15 exited, 70 added, 96 trimmed.

Quarter at a glance — Q3 2026

197 material changes this filing.

ADD
MSFTMICROSOFT CORP
+5K sh
+$29M
5.1%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+121K sh
+$20M
1.0%
ADD
NVDANVIDIA CORPORATION
+8K sh
+$20M
7.6%
TRIM
GEVGE VERNOVA INC
-5K sh
$-16M
2.2%
EXIT
XOMEXXON MOBIL CORP
-102K sh
$-14M
—
ADD
AAPLAPPLE INC
+1K sh
+$13M
4.9%
TRIM
AEPAMERICAN ELECTRIC POWER CO INC
-82K sh
$-11M
0.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$147M642K7.6%02
GOOGL
ALPHABET INC CAP STOCK CL A
$133M385K6.9%03
AVGO
BROADCOM INC
$106M303K5.5%04
MSFT
MICROSOFT CORP
$98M191K5.1%05
AAPL
APPLE INC
$94M284K4.9%06
LLY
LILLY ELI & CO
$94M82K4.9%07
JPM
JPMORGAN CHASE & CO
$68M204K3.5%08
AMZN
AMAZON.COM INC
$66M265K3.4%09
GLD
SPDR GOLD SHARES
$58M153K3.0%10
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
$48M96K2.5%

Filing history

2026Q3Sep 30
$1.9B▲ 1.7%
265 positionsView →2026Q2Jun 30
$1.9B▲ 6.4%
264 positionsView →2026Q1Mar 31
$1.8B▼ 5.6%
250 positionsView →2025Q4Dec 31
$1.9B▲ 82.6%
265 positionsView →2025Q3Sep 30
$1.0B▲ 11.2%
105 positionsLocked2025Q2Jun 30
$929M▲ 17.0%
101 positionsLocked2025Q1Mar 31
$794M▼ 51.3%
98 positionsLocked2024Q4Dec 31
$1.6B▲ 0.6%
246 positionsLocked2024Q3Sep 30
$1.6B▲ 6.2%
255 positionsLocked2024Q2Jun 30
$1.5B▲ 2.7%
235 positionsLocked2024Q1Mar 31
$1.5B▲ 13.2%
236 positionsLocked2023Q4Dec 31
$1.3B▲ 12.6%
231 positionsLocked
Showing 12 of 100