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Capital Planning Advisors’s T-Mobile US TMUS Stock Holding History

Capital Planning Advisors’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
1,163
+16
+1% +$3.29K 0.04% 137
2025
Q4 		$233K Sell
1,147
-82
-7% -$17.4K 0.03% 149
2025
Q3 		$294K Sell
1,229
-73
-6% -$17.7K 0.04% 125
2025
Q2 		$310K Sell
1,302
-77
-6% -$18.8K 0.05% 115
2025
Q1 		$368K Sell
1,379
-86
-6% -$21.2K 0.06% 111
2024
Q4 		$323K Sell
1,465
-97
-6% -$22.1K 0.05% 116
2024
Q3 		$322K Buy
1,562
+3
+0.2% +$574 0.05% 114
2024
Q2 		$275K Sell
1,559
-181
-10% -$30.4K 0.05% 119
2024
Q1 		$284K Sell
1,740
-451
-21% -$73.4K 0.05% 121
2023
Q4 		$351K Sell
2,191
-17
-0.8% -$2.52K 0.07% 108
2023
Q3 		$309K Buy
2,208
+17
+0.8% +$2.35K 0.06% 104
2023
Q2 		$304K Sell
2,191
-151
-6% -$21.2K 0.06% 112
2023
Q1 		$339K Sell
2,342
-100
-4% -$14.5K 0.07% 101
2022
Q4 		$342K Sell
2,442
-492
-17% -$70.7K 0.08% 99
2022
Q3 		$394K Hold
2,934
– – 0.11% 92
2022
Q2 		$395K Sell
2,934
-24,624
-89% -$3.21M 0.1% 97
2022
Q1 		$3.54M Sell
27,558
-2,357
-8% -$281K 0.76% 35
2021
Q4 		$3.47M Buy
29,915
+450
+2% +$53K 0.66% 43
2021
Q3 		$3.76M Buy
29,465
+346
+1% +$48.2K 0.78% 33
2021
Q2 		$4.22M Sell
29,119
-1,241
-4% -$171K 0.87% 30
2021
Q1 		$3.8M Buy
30,360
+677
+2% +$85.3K 0.85% 33
2020
Q4 		$4M Sell
29,683
-1,223
-4% -$151K 0.98% 32
2020
Q3 		$3.53M Buy
30,906
+1,419
+5% +$157K 0.97% 29
2020
Q2 		$3.07M Buy
29,487
+3,300
+13% +$316K 0.91% 30
2020
Q1 		$2.2M Buy
+26,187
New +$2.22M 0.82% 44

Other funds holding TMUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Capital Planning Advisors's TMUS Position: Q1 2026 in Review

Capital Planning Advisors increased its T-Mobile US (TMUS) stake by 1.4% in Q1 2026, buying an estimated $3.29K and bringing the position to 1,163 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #137.

Capital Planning Advisors first reported a position in TMUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.22M in Q2 2021. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Capital Planning Advisors held 1,163 shares of T-Mobile US worth $244K as of Q1 2026.
  • Capital Planning Advisors bought 16 T-Mobile US shares in Q1 2026, an estimated $3.29K.
  • T-Mobile US made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #137 holding.
  • Capital Planning Advisors first reported a position in T-Mobile US in Q1 2020 and has held it in 25 quarters since.
  • Capital Planning Advisors's T-Mobile US position peaked at $4.22M in Q2 2021.
  • 1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.