What did Thomas Russo actually do?

A source-backed history of material decisions from Gardner Russo & Quinn. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 5
Stocks observed: 2
Outcomes observed: 5

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 13, 2026
44d lag
JPMTRIM-83.4%
Thomas Russo · 0.5% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
35 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
JPMTRIM-71.9%
Thomas Russo · 1.8% of reported portfolio
Original SEC filing ↗
+17.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
JPMTRIM-45.0%
Thomas Russo · 2.9% of reported portfolio
Original SEC filing ↗
+1.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 13, 2025
43d lag
VTRIM-36.1%
Thomas Russo · 0.7% of reported portfolio
Original SEC filing ↗
-13.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 12, 2025
43d lag
VTRIM-22.9%
Thomas Russo · 0.7% of reported portfolio
Original SEC filing ↗
+3.7% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.