What did Thomas Russo buy in Q4 2025?

Thomas Russo opened 3 new positions (AMZN, IBM, JNJ) and added to 2 existing holdings in the Q4 2025 13F.

What did Thomas Russo sell in Q4 2025?

Thomas Russo exited 2 positions (TFC, FMX) and trimmed 4.

What Thomas Russo bought and sold in Q4 2025

In Q4 2025, Thomas Russo (Gardner Russo & Quinn) opened 3 new positions — including AMZN (<0.1%), IBM (<0.1%), JNJ (<0.1%), added to 2, trimmed 4, exited 2 (TFC, FMX). The book stood at $9.26B across 87 positions, filed Feb 12, 2026.

3New2Added4Trimmed2Exited

Share𝕏 in

New positions (3)

AMZNAmazon.com Inc<0.1% · $240K
IBMIntl Business Machines Corp<0.1% · $222K
JNJJohnson & Johnson<0.1% · $202K

Added to (2)

NFLXNetflix Inc+873% shares · 5.1% · $469M
MCDMcdonald's Corp+28% shares · <0.1% · $277K

Trimmed (4)

VMCVulcan Materials CO-20% shares · <0.1% · $2M
SWZTotal Return Securities Fund-66% shares · <0.1% · $910K
WFCWells Fargo & CO-22% shares · <0.1% · $742K
CATCaterpillar Inc-21% shares · <0.1% · $315K

Exited (2)

TFCTruist Financial Corpwas <0.1% of book
FMXFomento Economico Mex-sp Adrwas <0.1% of book

Thomas Russo's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Thomas Russo's full portfolio →The whole cohort in Q4 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.