MOODY LYNN LIEBERSON & WALKER, LLC

Position in MS — Morgan Stanley

CIK 938592 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$53,595,556

+$12,557,229 QoQ

Shares Held

256,389

+2.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#266

of 2,723 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $61,911,258 across 3 Capital Markets names. MS ranks #1 (86.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	256,389	$53,595,556
2	GS	Goldman Sachs Group Inc	7,888	$7,977,686
3	LPLA	LPL Financial Holdings Inc.	1,200	$338,016

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,595,556	256,389	+2.8%	Shares	Sole	2026-07-20
2026-03-31	$41,038,327	249,367	-4.9%	Shares	Sole	2026-04-13
2025-12-31	$46,567,006	262,305	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$41,579,485	261,572	+3.4%	Shares	Sole	2025-10-20
2025-06-30	$35,620,113	252,876	+2.5%	Shares	Sole	2025-07-17
2025-03-31	$28,791,122	246,774	+0.8%	Shares	Sole	2025-04-28
2024-12-31	$30,778,267	244,816	+15.8%	Shares	Sole	2025-01-21
2024-09-30	$22,044,675	211,480	-0.8%	Shares	Sole	2024-10-23
2024-06-30	$20,714,007	213,129	+1.2%	Shares	Sole	2024-07-25
2024-03-31	$19,833,014	210,631	-3.8%	Shares	Sole	2024-04-23
2023-12-31	$20,420,537	218,987	-23.0%	Shares	Sole	2024-01-24
2023-09-30	$23,227,029	284,401	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$24,272,985	284,227	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$24,923,259	283,864	-5.5%	Shares	Sole	2023-05-02
2022-12-31	$25,539,667	300,396	-2.0%	Shares	Sole	2023-02-01
2022-09-30	$24,229,048	306,658	+14.6%	Shares	Sole	2022-10-26
2022-06-30	$20,347,114	267,514	+13.2%	Shares	Sole	2022-07-28
2022-03-31	$20,661,622	236,403	-24.5%	Shares	Sole	2022-04-27
2021-12-31	$30,749,797	313,262	+1.4%	Shares	Sole	2022-01-26
2021-09-30	$30,068,108	308,993	+2.1%	Shares	Sole	2021-10-26
2021-06-30	$27,758,413	302,742	+3.0%	Shares	Sole	2021-07-28
2021-03-31	$22,836,621	294,059	+11.7%	Shares	Sole	2021-04-23
2020-12-31	$18,037,575	263,207	+1829.7%	Shares	Sole	2021-01-26
2020-06-30	$658,812	13,640	—	Shares	Sole	2020-07-24
No filing history on record for this holder in this stock.