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Marcum Wealth’s T-Mobile US TMUS Stock Holding History

Marcum Wealth’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
2025
Q1 		$715K Sell
2,679
-97
-3% -$23.9K 0.06% 150
2024
Q4 		$613K Buy
2,776
+77
+3% +$17.5K 0.05% 167
2024
Q3 		$557K Buy
2,699
+74
+3% +$14.2K 0.05% 177
2024
Q2 		$462K Buy
2,625
+39
+2% +$6.54K 0.05% 209
2024
Q1 		$422K Buy
2,586
+445
+21% +$72.4K 0.04% 219
2023
Q4 		$343K Buy
+2,141
New +$317K 0.04% 229

Other funds holding TMUS

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marcum Wealth's TMUS Position: Q1 2025 in Review

Marcum Wealth reduced its T-Mobile US (TMUS) stake by 3.5% in Q1 2025, selling an estimated $23.9K and leaving 2,679 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #150.

Marcum Wealth first reported a position in TMUS in Q4 2023 and has held it in 6 quarters since. 1,767 funds tracked by Wall St. Rank hold TMUS as of Q1 2025.

  • Marcum Wealth held 2,679 shares of T-Mobile US worth $715K as of Q1 2025.
  • Marcum Wealth sold 97 T-Mobile US shares in Q1 2025, an estimated $23.9K.
  • T-Mobile US made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #150 holding.
  • Marcum Wealth first reported a position in T-Mobile US in Q4 2023 and has held it in 6 quarters since.
  • 1,767 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.