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Summit Financial’s T-Mobile US TMUS Stock Holding History

Summit Financial’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 		$3.57M Buy
16,989
+11,559
+213% +$2.37M 0.05% 409
2025
Q4 		$1.1M Sell
5,430
-2,335
-30% -$495K 0.02% 632
2025
Q3 		$1.86M Buy
7,765
+2,108
+37% +$510K 0.03% 493
2025
Q2 		$1.35M Buy
5,657
+656
+13% +$160K 0.03% 357
2025
Q1 		$1.33M Buy
5,001
+1,416
+39% +$349K 0.04% 321
2024
Q4 		$791K Buy
3,585
+238
+7% +$54.1K 0.03% 361
2024
Q3 		$691K Buy
3,347
+536
+19% +$103K 0.03% 321
2024
Q2 		$495K Buy
+2,811
New +$471K 0.02% 326

Other funds holding TMUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
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
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
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
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Summit Financial's TMUS Position: Q1 2026 in Review

Summit Financial increased its T-Mobile US (TMUS) stake by 213% in Q1 2026, buying an estimated $2.37M and bringing the position to 16,989 shares worth $3.57M. The position accounts for 0.05% of the portfolio, ranked #409.

Summit Financial first reported a position in TMUS in Q2 2024 and has held it in 8 quarters since. 1,720 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Summit Financial held 16,989 shares of T-Mobile US worth $3.57M as of Q1 2026.
  • Summit Financial bought 11,559 T-Mobile US shares in Q1 2026, an estimated $2.37M.
  • T-Mobile US made up 0.05% of Summit Financial's portfolio in Q1 2026, its #409 holding.
  • Summit Financial first reported a position in T-Mobile US in Q2 2024 and has held it in 8 quarters since.
  • 1,720 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.