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Davis Capital Management’s T-Mobile US TMUS Stock Holding History

Davis Capital Management’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
Q2 		$311K Buy
1,852
+1,848
+46,200% +$350K 0.18% 69
2026
Q1 		$840 Sell
4
-1
-20% -$205 ﹤0.01% 350
2025
Q4 		$1.01K Sell
5
-1
-17% -$212 ﹤0.01% 331
2025
Q3 		$1.44K Buy
+6
New +$1.45K ﹤0.01% 320

Other funds holding TMUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Davis Capital Management's TMUS Position: Q2 2026 in Review

Davis Capital Management increased its T-Mobile US (TMUS) stake by 46,200% in Q2 2026, buying an estimated $350K and bringing the position to 1,852 shares worth $311K. The position accounts for 0.18% of the portfolio, ranked #69.

Davis Capital Management first reported a position in TMUS in Q3 2025 and has held it in 4 quarters since. 1,652 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Davis Capital Management held 1,852 shares of T-Mobile US worth $311K as of Q2 2026.
  • Davis Capital Management bought 1,848 T-Mobile US shares in Q2 2026, an estimated $350K.
  • T-Mobile US made up 0.18% of Davis Capital Management's portfolio in Q2 2026, its #69 holding.
  • Davis Capital Management first reported a position in T-Mobile US in Q3 2025 and has held it in 4 quarters since.
  • 1,652 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.