LWM Advisory Services’s T-Mobile US TMUS Stock Holding History

LWM Advisory Services’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	$374K	Sell	1,780 -197	-10%	-$40.5K	0.4%	57
2025 Q4	$401K	Sell	1,977 -460	-19%	-$97.5K	0.24%	59
2025 Q3	$575K	Sell	2,437 -323	-12%	-$78.2K	0.33%	47
2025 Q2	$658K	Buy	2,760 +247	+10%	+$60.3K	0.45%	39
2025 Q1	$672K	Hold	2,513	–	–	0.47%	39
2024 Q4	$553K	Sell	2,513 -62	-2%	-$14.1K	0.38%	41
2024 Q3	$531K	Buy	2,575 +941	+58%	+$180K	0.39%	44
2024 Q2	$288K	Sell	1,634 -2,007	-55%	-$337K	0.24%	66
2024 Q1	$594K	Sell	3,641 -76	-2%	-$12.4K	0.48%	37
2023 Q4	$596K	Hold	3,717	–	–	0.52%	35
2023 Q3	$520K	Sell	3,717 -689	-16%	-$95.5K	0.56%	31
2023 Q2	$612K	Sell	4,406 -86	-2%	-$12.1K	0.65%	29
2023 Q1	$653K	Buy	4,492 +54	+1%	+$7.82K	0.7%	29
2022 Q4	$628K	Sell	4,438 -4,544	-51%	-$653K	0.69%	29
2022 Q3	$1.22M	Sell	8,982 -15	-0.2%	-$2.11K	1.38%	13
2022 Q2	$1.22M	Buy	8,997 +1,164	+15%	+$152K	1.46%	13
2022 Q1	$1.01M	Buy	7,833 +1,190	+18%	+$142K	1.25%	13
2021 Q4	$770K	Buy	+6,643	New	+$782K	0.95%	30

Other funds holding TMUS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM