What Thomas Russo bought and sold in Q2 2026
In Q2 2026, Thomas Russo (Gardner Russo & Quinn) opened 1 new position — including XOM (0.3%), trimmed 7, exited 2 (XOM, GNRC). The book stood at $8.93B across 85 positions, filed Aug 13, 2026.
1New0Added7Trimmed2Exited
New positions (1)
Trimmed (7)
- JPMJpmorgan Chase & CO-83% shares · 0.1% · $8M
- COSTCostco Wholesale Corp-26% shares · <0.1% · $3M
- AXPAmerican Express CO-21% shares · <0.1% · $2M
- PGProcter & Gamble Co/the-29% shares · <0.1% · $961K
- ORCLOracle Corp-25% shares · <0.1% · $398K
- CATCaterpillar Inc-41% shares · <0.1% · $282K
- MRKMerck & Co. Inc.-23% shares · <0.1% · $211K
Exited (2)
Thomas Russo's other filings
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.