SEC 13F Intelligence

Moody Lynn Lieberson & Walker, LLC / DWD

Moody Lynn Lieberson & Walker, LLC’s Morgan Stanley Position

Does Moody Lynn Lieberson & Walker, LLC own Morgan Stanley (DWD)? Yes — 249.4K shares worth $41M (+2.30% of its 13F portfolio) as of Q1 2026, down from 262.3K shares the prior filed quarter.

Position Value
$41M
Q1 2026
Shares
249.4K
% of Portfolio
+2.30%
Quarters Held
23
currently held

Position History DWD

Reported value by quarter
Q2 ’20: $659,000Q2 ’20Q4 ’20: $18MQ1 ’21: $23MQ2 ’21: $28MQ2 ’21Q3 ’21: $30MQ4 ’21: $31MQ1 ’22: $21MQ1 ’22Q2 ’22: $20MQ3 ’22: $24MQ4 ’22: $25,539Q4 ’22Q1 ’23: $25MQ2 ’23: $24MQ3 ’23: $23MQ3 ’23Q4 ’23: $20MQ1 ’24: $20MQ2 ’24: $21MQ2 ’24Q3 ’24: $22MQ4 ’24: $31MQ1 ’25: $29MQ1 ’25Q2 ’25: $36MQ3 ’25: $42MQ4 ’25: $47MQ4 ’25Q1 ’26: $41Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026249.4K$41M+2.30%
Q4 2025262.3K$47M+2.47%
Q3 2025261.6K$42M+2.24%
Q2 2025252.9K$36M+2.06%
Q1 2025246.8K$29M+1.85%
Q4 2024244.8K$31M+1.89%
Q3 2024211.5K$22M+1.36%
Q2 2024213.1K$21M+1.36%
Q1 2024210.6K$20M+1.33%
Q4 2023219.0K$20M+1.55%
Q3 2023284.4K$23M+1.99%
Q2 2023284.2K$24M+1.96%
Q1 2023283.9K$25M+2.24%
Q4 2022300.4K$25,539+2.34%
Q3 2022306.7K$24M+2.34%
Q2 2022267.5K$20M+1.83%
Q1 2022236.4K$21M+1.51%
Q4 2021313.3K$31M+2.06%
Q3 2021309.0K$30M+2.25%
Q2 2021302.7K$28M+2.09%
Q1 2021294.1K$23M+1.90%
Q4 2020263.2K$18M+1.55%
Q2 202013.6K$659,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moody Lynn Lieberson & Walker, LLC’s full portfolio or all institutional holders of DWD.