IFWM
TMUS icon

Institute for Wealth Management’s T-Mobile US TMUS Stock Holding History

Institute for Wealth 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 		$274K Buy
1,632
+48
+3% +$9.09K 0.02% 446
2026
Q1 		$333K Sell
1,584
-129
-8% -$26.5K 0.04% 402
2025
Q4 		$348K Sell
1,713
-66
-4% -$14K 0.04% 397
2025
Q3 		$426K Sell
1,779
-276
-13% -$66.8K 0.04% 364
2025
Q2 		$490K Hold
2,055
– – 0.05% 320
2025
Q1 		$548K Sell
2,055
-25
-1% -$6.16K 0.07% 277
2024
Q4 		$459K Hold
2,080
– – 0.06% 304
2024
Q3 		$429K Hold
2,080
– – 0.05% 329
2024
Q2 		$366K Sell
2,080
-246
-11% -$41.3K 0.05% 346
2024
Q1 		$380K Hold
2,326
– – 0.05% 337
2023
Q4 		$373K Hold
2,326
– – 0.06% 328
2023
Q3 		$326K Sell
2,326
-5
-0.2% -$693 0.06% 332
2023
Q2 		$324K Hold
2,331
– – 0.05% 349
2023
Q1 		$338K Buy
2,331
+14
+0.6% +$2.03K 0.06% 324
2022
Q4 		$324K Sell
2,317
-19
-0.8% -$2.73K 0.07% 334
2022
Q3 		$313K Hold
2,336
– – 0.07% 329
2022
Q2 		$314K Buy
2,336
+50
+2% +$6.52K 0.06% 382
2022
Q1 		$293K Sell
2,286
-10
-0.4% -$1.19K 0.05% 433
2021
Q4 		$266K Hold
2,296
– – 0.04% 405
2021
Q3 		$293K Hold
2,296
– – 0.05% 384
2021
Q2 		$333K Sell
2,296
-60
-3% -$8.27K 0.06% 347
2021
Q1 		$295K Buy
2,356
+160
+7% +$20.2K 0.06% 365
2020
Q4 		$296K Buy
2,196
+71
+3% +$8.77K 0.06% 350
2020
Q3 		$243K Buy
+2,125
New +$236K 0.06% 361

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

Institute for Wealth Management's TMUS Position: Q2 2026 in Review

Institute for Wealth Management increased its T-Mobile US (TMUS) stake by 3% in Q2 2026, buying an estimated $9.09K and bringing the position to 1,632 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #446.

Institute for Wealth Management first reported a position in TMUS in Q3 2020 and has held it in 24 quarters since. The position peaked at $548K in Q1 2025. 1,654 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Institute for Wealth Management held 1,632 shares of T-Mobile US worth $274K as of Q2 2026.
  • Institute for Wealth Management bought 48 T-Mobile US shares in Q2 2026, an estimated $9.09K.
  • T-Mobile US made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Institute for Wealth Management first reported a position in T-Mobile US in Q3 2020 and has held it in 24 quarters since.
  • Institute for Wealth Management's T-Mobile US position peaked at $548K in Q1 2025.
  • 1,654 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.