Tom Russo Reduced Holdings in Q2 2025

Gardner Russo & Quinn LLC

  • $7.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-33
- 1.99%
$725400.0 - $809350.0 $23.9M - $26.7M
1.62K $1.18B
JPM
Jpmorgan Chase & CO

Financial Services
-470K
- 45.01%
$210.28 - $289.91 $98.8M - $136M
574K $166M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26K
- 2.21%
$483.48 - $539.8 $12.6M - $14.1M
1.15M $561M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-129K
- 2.1%
$97.38 - $108.84 $12.6M - $14M
6.01M $597M
CMCSA
Comcast Corp

Communication Services
-58.8K
- 2.25%
$32.84 - $36.72 $1.93M - $2.16M
2.56M $91.3M
MO
Altria Group, Inc.

Consumer Defensive
-55.2K
- 22.38%
$55.56 - $60.91 $3.07M - $3.36M
191K $11.2M
WFC
Wells Fargo & Company

Financial Services
-40.1K
- 63.68%
$60.98 - $80.12 $2.44M - $3.21M
22.8K $1.83M
VMC
Vulcan Materials CO

Basic Materials
-8.58K
- 45.77%
$226.49 - $276.01 $1.94M - $2.37M
10.2K $2.65M
V
Visa Inc.

Financial Services
-3.76K
- 2.87%
$308.27 - $373.31 $1.16M - $1.4M
127K $45.1M
HRL
Hormel Foods Corp

Consumer Defensive
-10.5K
- 22.79%
$29.11 - $31.44 $306K - $330K
35.6K $1.08M
CVX
Chevron Corp

Energy
-1.55K
- 36.68%
$133.73 - $168.51 $207K - $261K
2.67K $382K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-8.5K
- 26.15%
$26.94 - $34.72 $229K - $295K
24K $756K
GNRC
Generac Holdings Inc.

Industrials
-2.6K
- 31.52%
$101.92 - $143.21 $265K - $372K
5.65K $809K
H
Hyatt Hotels Corp

Consumer Cyclical
-3K
- 25.7%
$104.22 - $139.65 $313K - $419K
8.68K $1.21M
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.17%
$128.02 - $151.37 $2.43K - $2.88K
11K $1.45M
LEVI
Levi Strauss & CO

Consumer Cyclical
-20K
- 29.53%
$12.42 - $18.62 $248K - $372K
47.7K $882K
HRI
Herc Holdings Inc

Industrials
-1K
- 10.58%
$102.34 - $142.19 $102K - $142K
8.45K $1.11M
PG
Procter & Gamble CO

Consumer Defensive
-80
- 0.73%
$157.66 - $172.39 $12.6K - $13.8K
10.9K $1.74M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1K
- 20.2%
$149.76 - $186.42 $150K - $186K
3.95K $736K
AAPL
Apple Inc.

Technology
-100
- 1.91%
$172.42 - $223.89 $17.2K - $22.4K
5.15K $1.06M
FULT
Fulton Financial Corp

Financial Services
-1.5K
- 2.15%
$15.13 - $18.4 $22.7K - $27.6K
68.2K $1.23M
Lotus Bakeries
-15
- 11.54%
N/A
115 $0
TFC
Truist Financial Corp

Financial Services
-412
- 4.25%
$34.79 - $42.99 $14.3K - $17.7K
9.28K $398K
Loreal Sa
-36
- 0.88%
N/A
4.05K $0
LISN.SW
Chocoladefabriken Lindt & Sprüngli Ag

Consumer Defensive
-1
- 6.25%
N/A
15 $0
HMSB.DE
H & M Hennes & Mauritz Ab (Publ)

Consumer Cyclical
-24K
- 27.27%
N/A
64K $0
Davide Campari Milano Nv
-758
- 0.32%
N/A
234K $0
Anheuser Busch In Bev Sa
-42.4K
- 12.51%
N/A
296K $0
Pernod Ricard
-58K
- 2.01%
N/A
2.82M $0
BFA
Brown Forman Corp Cl A
-43.8K
- 2.34%
N/A
1.83M $0
CFR.SW
Compagnie Financière Richemont Sa

Consumer Cyclical
-60.3K
- 1.59%
N/A
3.73M $0
BFB
Brown Forman Corp Cl B
-42.3K
- 5.15%
N/A
779K $0
Crane Company
-950
- 1.58%
N/A
59.4K $0
Fb Bancorp Inc
-15K
- 21.43%
N/A
55K $0
Outfront Media Inc
-2.02K
- 11.39%
N/A
15.7K $0
FMX
Mexican Economic Development Inc

Consumer Defensive
-30
- 0.88%
$92.5 - $107.84 $2.78K - $3.24K
3.37K $346K
DIS
Walt Disney CO

Communication Services
-125
- 4.25%
$81.72 - $124.01 $10.2K - $15.5K
2.82K $349K
DOV
Dover Corp

Industrials
-400
- 1.82%
$151.14 - $186.7 $60.5K - $74.7K
21.6K $3.95M
WMT
Walmart Inc.

Consumer Defensive
-75
- 0.73%
$81.79 - $99.98 $6.13K - $7.5K
10.2K $993K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.09%
$908.13 - $1056.85 $3.63K - $4.23K
4.63K $4.59M
MSFT
Microsoft Corp

Technology
-380
- 8.23%
$354.56 - $497.45 $135K - $189K
4.24K $2.11M
AXP
American Express CO

Financial Services
-24
- 0.18%
$231.39 - $318.98 $5.55K - $7.66K
13.6K $4.35M
MKL
Markel Corp

Financial Services
-133
- 1.61%
$1678.5 - $1997.36 $223K - $266K
8.14K $16.3M
MA
Mastercard Inc

Financial Services
-33.3K
- 1.94%
$479.92 - $590.74 $16M - $19.7M
1.68M $946M
MLM
Martin Marietta Materials Inc

Basic Materials
-1.47K
- 0.21%
$452.51 - $568.19 $667K - $837K
713K $391M
PM
Philip Morris International Inc.

Consumer Defensive
-143K
- 2.86%
$149.23 - $184.95 $21.4M - $26.5M
4.87M $888M
GOOG
Alphabet Inc.

Communication Services
-16.3K
- 0.32%
$146.58 - $180.01 $2.39M - $2.93M
5.09M $903M
NFLX
Netflix Inc

Communication Services
-16.1K
- 2.88%
$855.86 - $1339.13 $13.8M - $21.5M
542K $726M
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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