SPWM
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Spartan Planning & Wealth Management’s T-Mobile US TMUS Stock Holding History

Spartan Planning & 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
2025
Q2 		– Sell
-884
Closed -$236K – 86
2025
Q1 		$236K Sell
884
-143
-14% -$35.2K 0.23% 60
2024
Q4 		$227K Buy
+1,027
New +$234K 0.21% 67
2023
Q4 		$95.4K Buy
595
+593
+29,650% +$87.7K 0.1% 98
2023
Q3 		$280 Buy
+2
New +$277 ﹤0.01% 137
2022
Q4 		$22.1K Sell
158
-186
-54% -$26.7K 0.03% 109
2022
Q3 		$46K Sell
344
-132
-28% -$18.5K 0.06% 48
2022
Q2 		$64K Buy
476
+144
+43% +$18.8K 0.09% 55
2022
Q1 		$43K Buy
+332
New +$39.5K 0.05% 93

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 $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return