Significant Portfolio Shifts by Moody Lynn Lieberson & Walker in Q2 2026

Quarterly Portfolio Adjustments

This quarter, Moody Lynn Lieberson & Walker, Llc (MLLW) made several noteworthy adjustments to its portfolio. The firm's holdings experienced significant changes across various sectors, reflecting strategic decisions regarding certain stocks and ETFs.

Notable Sales This Quarter

The most prominent sale occurred with Wells Fargo (WFC). The position saw a substantial reduction, with shares decreasing by 142,131 (-72.33%) and its portfolio allocation dropping to 0.24%. This significant divestment suggests the firm is strategically reducing exposure in this area.

Another major exit was from PepsiCo (PEP). The sale resulted in a 51.99% reduction (-54,544 shares), indicating that the firm has decided to step aside from this consumer staple company.

Substantial Purchases Observed

The data indicates several large purchases by MLLW during Q2 2026. The firm significantly increased its stake in Merck & Co (MRK), acquiring an additional 60,711 shares (+121.82%) and boosting the allocation to 0.75%. Similarly, a major acquisition was noted for American Electric Power (AEP), adding 53,326 shares (+164.95%) and raising its position to 0.62%.

LLW also demonstrated strong buying interest in Cisco Systems (CSCO), acquiring +31,882 shares (+86.8%) to reach a 0.43% allocation.

Other Significant Acquisitions

Beyond the large buys mentioned above, MLLW also showed significant interest in other areas this quarter:

• Nestlé (NSRGY), acquiring +49,083 shares (+862.92%) to reach a modest but notable position of 0.3%.
• The firm significantly increased its allocation for the Vanguard FTSE Emerging Markets ETF (VWO) by +70,814 shares (915.26%), bringing it to a total value of $4,688,709.
• LLC also purchased a significant number of Hitachi Ltd ADR (HTHIY), adding +58,936 shares (+10.34%) to reach an allocation of 0.92%.

Investment Focus and Strategy

The observed buying activity points towards a potential focus on companies with strong recent performance or specific sectors like utilities, healthcare, and technology (though Technology already has substantial holdings). Acquisitions in Merck, AEP, and the Emerging Markets ETF (VWO) suggest diversification or confidence in these areas.

Conversely, the large sell positions indicate a clear exit strategy from certain sectors. The decision to divest Wells Fargo (WFC), despite its previous inclusion, highlights a significant shift in investment thesis or risk appetite.

Conclusion

In summary, Moody Lynn Lieberson & Walker's portfolio experienced considerable turnover this quarter. The firm engaged in substantial buying activities for specific stocks and an ETF while simultaneously exiting major positions like Wells Fargo and PepsiCo. These actions, detailed in the holdings data for MLLW, provide insight into their dynamic investment approach during Q2 2026.