Montag & Associates’s T-Mobile US TMUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6K Buy
75
+25
+50% +$4.73K ﹤0.01% 737
2026
Q1
$10.5K Hold
50
– – ﹤0.01% 753
2025
Q4
$10.2K Buy
50
+32
+178% +$6.78K ﹤0.01% 770
2025
Q3
$4.31K Buy
+18
New +$4.36K ﹤0.01% 836
2024
Q4
– Sell
-408
Closed -$84.2K – 1038
2024
Q3
$84.2K Hold
408
– – ﹤0.01% 529
2024
Q2
$71.9K Hold
408
– – ﹤0.01% 535
2024
Q1
$66.6K Hold
408
– – ﹤0.01% 544
2023
Q4
$65.4K Buy
+408
New +$60.4K ﹤0.01% 527
2023
Q3
– Sell
-1,000
Closed -$139K – 941
2023
Q2
$139K Hold
1,000
– – 0.01% 441
2023
Q1
$145K Sell
1,000
-68
-6% -$9.85K 0.01% 423
2022
Q4
$150K Buy
1,068
+68
+7% +$9.77K 0.01% 410
2022
Q3
$134K Hold
1,000
– – 0.01% 405
2022
Q2
$135K Hold
1,000
– – 0.01% 407
2022
Q1
$128K Hold
1,000
– – 0.01% 433
2021
Q4
$116K Sell
1,000
-200
-17% -$23.5K 0.01% 450
2021
Q3
$153K Buy
1,200
+200
+20% +$27.9K 0.01% 418
2021
Q2
$145K Hold
1,000
– – 0.01% 429
2021
Q1
$125K Sell
1,000
-925
-48% -$117K 0.01% 446
2020
Q4
$260K Hold
1,925
– – 0.02% 330
2020
Q3
$220K Sell
1,925
-586
-23% -$65K 0.02% 284
2020
Q2
$262K Buy
+2,511
New +$241K 0.02% 268

Other funds holding TMUS

Montag & Associates's TMUS Position: Q2 2026 in Review

Montag & Associates increased its T-Mobile US (TMUS) stake by 50% in Q2 2026, buying an estimated $4.73K and bringing the position to 75 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Montag & Associates first reported a position in TMUS in Q2 2020 and has held it in 21 quarters since. The position peaked at $262K in Q2 2020. 1,666 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Montag & Associates held 75 shares of T-Mobile US worth $12.6K as of Q2 2026.
  • Montag & Associates bought 25 T-Mobile US shares in Q2 2026, an estimated $4.73K.
  • T-Mobile US made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #737 holding.
  • Montag & Associates first reported a position in T-Mobile US in Q2 2020 and has held it in 21 quarters since.
  • Montag & Associates's T-Mobile US position peaked at $262K in Q2 2020.
  • 1,666 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.