MLL
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Moody Lynn & Lieberson’s Enterprise Products Partners EPD Stock Holding History

Moody Lynn & Lieberson’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$638K Buy
17,365
+75
+0.4% +$2.83K 0.03% 157
2026
Q1 		$654K Hold
17,290
– – 0.04% 156
2025
Q4 		$554K Buy
17,290
+550
+3% +$17.4K 0.03% 170
2025
Q3 		$523K Buy
16,740
+563
+3% +$17.8K 0.03% 170
2025
Q2 		$502K Hold
16,177
– – 0.03% 172
2025
Q1 		$552K Buy
16,177
+302
+2% +$10.1K 0.04% 167
2024
Q4 		$498K Buy
15,875
+925
+6% +$28.4K 0.03% 168
2024
Q3 		$435K Sell
14,950
-120
-0.8% -$3.5K 0.03% 186
2024
Q2 		$437K Hold
15,070
– – 0.03% 176
2024
Q1 		$440K Hold
15,070
– – 0.03% 173
2023
Q4 		$397K Sell
15,070
-28
-0.2% -$746 0.03% 177
2023
Q3 		$413K Buy
15,098
+198
+1% +$5.3K 0.04% 155
2023
Q2 		$393K Buy
+14,900
New +$389K 0.03% 167
2015
Q3 		– Sell
-9,068
Closed -$271K – 170
2015
Q2 		$271K Sell
9,068
-40,020
-82% -$1.31M 0.04% 166
2015
Q1 		$1.62M Sell
49,088
-104
-0.2% -$3.48K 0.26% 78
2014
Q4 		$1.78M Sell
49,192
-2,036
-4% -$75.3K 0.25% 84
2014
Q3 		$2.06M Sell
51,228
-976
-2% -$38.3K 0.31% 81
2014
Q2 		$2.04M Sell
52,204
-318
-0.6% -$11.7K 0.28% 85
2014
Q1 		$1.82M Sell
52,522
-200
-0.4% -$6.63K 0.26% 95
2013
Q4 		$1.75M Sell
52,722
-2,170
-4% -$67.6K 0.24% 100
2013
Q3 		$1.68M Sell
54,892
-200
-0.4% -$6.12K 0.26% 97
2013
Q2 		$1.71M Buy
+55,092
New +$1.67M 0.3% 86

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody Lynn & Lieberson's EPD Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Enterprise Products Partners (EPD) stake by 0.43% in Q2 2026, buying an estimated $2.83K and bringing the position to 17,365 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #157.

Moody Lynn & Lieberson first reported a position in EPD in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.06M in Q3 2014. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Moody Lynn & Lieberson held 17,365 shares of Enterprise Products Partners worth $638K as of Q2 2026.
  • Moody Lynn & Lieberson bought 75 Enterprise Products Partners shares in Q2 2026, an estimated $2.83K.
  • Enterprise Products Partners made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #157 holding.
  • Moody Lynn & Lieberson first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 22 quarters since.
  • Moody Lynn & Lieberson's Enterprise Products Partners position peaked at $2.06M in Q3 2014.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.