MOODY LYNN & LIEBERSON, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$1.53B
Signature - Title
Brian Gowell - CCO
Location
One Boston Place, Boston, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 235 $1.53B +$159M -$93.5M +$65.9M NVDA, AVGO, MSFT, LLY, GOOGL 13F-HR 7/25/2024, 10:29 AM
Q1 2024 236 $1.49B +$101M -$85.1M +$15.6M MSFT, AVGO, NVDA, LLY, GOOGL 13F-HR 4/23/2024, 03:18 PM
Q4 2023 231 $1.31B +$95.8M -$85.3M +$10.5M MSFT, AVGO, AAPL, GOOGL, LLY 13F-HR 1/24/2024, 02:36 PM
Q3 2023 206 $1.17B +$55.2M -$80.9M -$25.7M MSFT, AAPL, GOOGL, LLY, AVGO 13F-HR 10/24/2023, 12:56 PM
Q2 2023 222 $1.24B +$110M -$82.4M +$27.6M MSFT, AAPL, AVGO, GOOGL, LLY 13F-HR 7/27/2023, 11:02 AM
Q1 2023 214 $1.11B +$76.6M -$111M -$34.4M MSFT, AAPL, GOOGL, AVGO, LLY 13F-HR 5/2/2023, 11:15 AM
Q4 2022 215 $1.09B +$119M -$137M -$18.1M MSFT, AAPL, LLY, GOOGL, BRKB 13F-HR 2/1/2023, 11:39 AM
Q3 2022 216 $1.04B +$94.4M -$100M -$5.76M AAPL, MSFT, GOOGL, LLY, TMO 13F-HR 10/26/2022, 10:55 AM
Q2 2022 219 $1.06B +$97.9M -$136M -$38.5M MSFT, AAPL, BX, LLY, TMO 13F-HR 7/28/2022, 10:50 AM
Q1 2022 228 $1.37B +$184M -$215M -$30.3M GOOGL, MSFT, AAPL, BX, GLD 13F-HR 4/27/2022, 12:24 PM
Q4 2021 235 $1.49B +$135M -$99.7M +$34.9M MSFT, GOOGL, BX, AAPL, TMO 13F-HR 1/26/2022, 11:54 AM
Q3 2021 220 $1.32B +$120M -$150M -$30.5M MSFT, GOOGL, BX, JPM, AAPL 13F-HR 10/26/2021, 04:14 PM
Q2 2021 216 $1.3B +$106M -$85M +$20.9M MSFT, GOOGL, JPM, BX, AAPL 13F-HR 7/28/2021, 02:35 PM
Q1 2021 217 $1.19B +$149M -$157M -$7.87M MSFT, JPM, GOOGL, AAPL, BX 13F-HR 4/23/2021, 01:39 PM
Q4 2020 203 $1.17B +$141M -$89.6M +$51.3M MSFT, AAPL, JPM, TMO, GOOGL 13F-HR 1/26/2021, 04:29 PM
Q3 2020 194 $1B +$127M -$112M +$15.5M MSFT, GLD, MA, TMO, AAPL 13F-HR 10/28/2020, 10:59 AM
Q2 2020 185 $921M +$201M -$97.1M +$104M MSFT, GLD, AMZN, MA, GOOGL 13F-HR 7/24/2020, 10:45 AM
Q1 2020 162 $674M +$92M -$274M -$182M MSFT, MA, GOOGL, TMO, JPM 13F-HR 4/30/2020, 11:56 AM
Q4 2019 207 $1.01B +$172M -$96.7M +$74.8M MSFT, MA, JPM, GOOGL, ABT 13F-HR 1/28/2020, 03:28 PM
Q3 2019 182 $864M +$118M -$145M -$26.8M MSFT, MA, JPM, ABT, GOOGL 13F-HR 10/28/2019, 12:00 PM
Q2 2019 190 $881M +$98.7M -$126M -$27.4M MSFT, MA, TMO, JPM, BRKB 13F-HR 7/23/2019, 04:10 PM
Q1 2019 185 $873M +$140M -$106M +$34.5M GLD, MSFT, MA, BRKB, TMO 13F-HR 4/23/2019, 11:42 AM
Q4 2018 188 $744M +$132M -$223M -$90.7M GLD, BRKB, MSFT, MA, ABT 13F-HR 1/29/2019, 01:23 PM
Q3 2018 204 $942M +$139M -$106M +$33.4M MA, MSFT, BRKB, BAC, RTN 13F-HR 10/29/2018, 12:01 PM
Q2 2018 204 $847M +$113M -$104M +$9.41M MA, MSFT, BAC, RTN, GOOGL 13F-HR 7/24/2018, 12:50 PM
Q1 2018 196 $828M +$82.1M -$141M -$58.8M BAC, RTN, JPM, MA, MSFT 13F-HR 4/27/2018, 11:39 AM
Q4 2017 207 $914M +$147M -$141M +$5.27M VWO, BAC, JPM, RTN, GOOGL 13F-HR 2/2/2018, 11:51 AM
Q3 2017 209 $822M +$143M -$124M +$19.6M RTN, BAC, GOOGL, MA, JPM 13F-HR 11/6/2017, 01:58 PM
Q2 2017 212 $761M +$191M -$168M +$23.1M GOOGL, RTN, MSFT, AAPL, BAC 13F-HR 7/26/2017, 11:43 AM
Q1 2017 169 $712M +$166M -$175M -$9.74M JPM, SPY, GOOGL, RTN, BAC 13F-HR 5/2/2017, 10:50 AM
Q4 2016 163 $696M +$260M -$179M +$81.1M SPY, JPM, BAC, IWN, CVX 13F-HR 1/25/2017, 03:08 PM
Q3 2016 164 $601M +$186M -$149M +$36.7M IAU, SPY, META, RTN, GOOGL 13F-HR 10/25/2016, 04:32 PM
Q2 2016 152 $558M +$113M -$203M -$89.8M IAU, GLD, META, RTN, CVX 13F-HR 7/29/2016, 12:04 PM
Q1 2016 158 $635M +$221M -$226M -$5.14M IAU, SPY, GOOGL, AAPL, META 13F-HR 5/2/2016, 12:58 PM
Q4 2015 172 $636M +$227M -$141M +$86M GOOGL, MA, VEA, RTN, META 13F-HR 1/28/2016, 11:20 AM
Q3 2015 160 $521M +$152M -$232M -$79.3M MA, GOOGL, HD, CELG, AGN 13F-HR 10/28/2015, 12:04 PM
Q2 2015 186 $622M +$171M -$170M +$515K MA, DIS, AAPL, VEA, CELG 13F-HR 8/25/2015, 12:04 PM
Q1 2015 181 $623M +$143M -$229M -$85.6M BIIB, AAPL, EWG, MA, AMGN 13F-HR 4/29/2015, 01:42 PM
Q4 2014 190 $702M +$190M -$184M +$5.58M BRKB, MSFT, AAPL, AMGN, CELG 13F-HR 1/28/2015, 02:59 PM
Q3 2014 188 $672M +$178M -$224M -$46.7M MSFT, BRKB, BAC, JNJ, UNP 13F-HR 10/28/2014, 01:19 PM
Q2 2014 195 $728M +$211M -$179M +$32.4M UNP, JNJ, AIG, WFC, BRKB 13F-HR 7/30/2014, 02:24 PM
Q1 2014 192 $679M +$183M -$225M -$41.6M MA, MSFT, AIG, JNJ, GOOGL 13F-HR 4/30/2014, 01:41 PM
Q4 2013 194 $710M $0 $0 AAPL, MMM, JNJ, GOOGL, PCLN 13F-HR 2/10/2014, 01:38 PM