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Forum Financial Management’s T-Mobile US TMUS Stock Holding History

Forum Financial 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
Q1 		– Sell
-5,774
Closed -$1.17M – 927
2025
Q4 		$1.17M Sell
5,774
-7
-0.1% -$1.48K 0.02% 220
2025
Q3 		$1.38M Buy
5,781
+73
+1% +$17.7K 0.02% 184
2025
Q2 		$1.36M Buy
5,708
+71
+1% +$17.3K 0.02% 170
2025
Q1 		$1.5M Sell
5,637
-4
-0.1% -$986 0.02% 155
2024
Q4 		$1.25M Buy
5,641
+12
+0.2% +$2.73K 0.02% 173
2024
Q3 		$1.16M Sell
5,629
-7
-0.1% -$1.34K 0.02% 169
2024
Q2 		$993K Buy
5,636
+12
+0.2% +$2.01K 0.02% 180
2024
Q1 		$918K Sell
5,624
-8
-0.1% -$1.3K 0.02% 202
2023
Q4 		$903K Buy
5,632
+8
+0.1% +$1.18K 0.02% 179
2023
Q3 		$788K Sell
5,624
-1
-0% -$139 0.02% 188
2023
Q2 		$781K Buy
5,625
+83
+1% +$11.6K 0.02% 193
2023
Q1 		$803K Buy
5,542
+2
+0% +$290 0.02% 172
2022
Q4 		$776K Buy
5,540
+1
+0% +$144 0.03% 175
2022
Q3 		$743K Hold
5,539
– – 0.04% 149
2022
Q2 		$745K Hold
5,539
– – 0.04% 152
2022
Q1 		$710K Sell
5,539
-1,167
-17% -$139K 0.03% 178
2021
Q4 		$778K Buy
+6,706
New +$789K 0.04% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Forum Financial Management's TMUS Position: Q1 2026 in Review

Forum Financial Management sold out of T-Mobile US (TMUS) in Q1 2026, closing a stake of 5,774 shares — an estimated $1.17M sold.

Forum Financial Management first reported a position in TMUS in Q4 2021 and held it in 17 quarters. The position peaked at $1.5M in Q1 2025. 1,727 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Forum Financial Management reported no remaining T-Mobile US position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,774 T-Mobile US shares in Q1 2026, an estimated $1.17M.
  • Forum Financial Management first reported a position in T-Mobile US in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's T-Mobile US position peaked at $1.5M in Q1 2025.
  • 1,727 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.