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Walled Lake Planning & Wealth Management’s T-Mobile US TMUS Stock Holding History

Walled Lake 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
2026
Q1 		$332K Buy
1,580
+11
+0.7% +$2.26K 0.1% 101
2025
Q4 		$319K Buy
1,569
+29
+2% +$6.15K 0.1% 101
2025
Q3 		$369K Sell
1,540
-32
-2% -$7.75K 0.12% 94
2025
Q2 		$374K Sell
1,572
-28
-2% -$6.84K 0.12% 90
2025
Q1 		$427K Sell
1,600
-233
-13% -$57.4K 0.15% 79
2024
Q4 		$405K Buy
1,833
+6
+0.3% +$1.36K 0.15% 84
2024
Q3 		$377K Buy
1,827
+4
+0.2% +$766 0.14% 85
2024
Q2 		$321K Sell
1,823
-3
-0.2% -$503 0.13% 88
2024
Q1 		$298K Buy
1,826
+9
+0.5% +$1.47K 0.12% 86
2023
Q4 		$291K Buy
1,817
+57
+3% +$8.43K 0.14% 80
2023
Q3 		$246K Buy
1,760
+89
+5% +$12.3K 0.12% 80
2023
Q2 		$232K Buy
1,671
+18
+1% +$2.53K 0.11% 83
2023
Q1 		$239K Buy
+1,653
New +$239K 0.13% 74
2022
Q3 		– Sell
-1,493
Closed -$201K – 81
2022
Q2 		$201K Buy
+1,493
New +$195K 0.14% 71
2022
Q1 		– Sell
-3,887
Closed -$451K – 102
2021
Q4 		$451K Hold
3,887
– – 0.26% 49
2021
Q3 		$497K Hold
3,887
– – 0.31% 45
2021
Q2 		$563K Hold
3,887
– – 0.37% 40
2021
Q1 		$487K Hold
3,887
– – 0.34% 43
2020
Q4 		$524K Hold
3,887
– – 0.4% 38
2020
Q3 		$445K Hold
3,887
– – 0.36% 38
2020
Q2 		$405K Hold
3,887
– – 0.34% 37
2020
Q1 		$326K Hold
3,887
– – 0.3% 39
2019
Q4 		$305K Buy
+3,887
New +$306K 0.22% 47

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

Walled Lake Planning & Wealth Management's TMUS Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its T-Mobile US (TMUS) stake by 0.7% in Q1 2026, buying an estimated $2.26K and bringing the position to 1,580 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #101.

Walled Lake Planning & Wealth Management first reported a position in TMUS in Q4 2019 and has held it in 23 quarters since. The position peaked at $563K in Q2 2021. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 1,580 shares of T-Mobile US worth $332K as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 11 T-Mobile US shares in Q1 2026, an estimated $2.26K.
  • T-Mobile US made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Walled Lake Planning & Wealth Management first reported a position in T-Mobile US in Q4 2019 and has held it in 23 quarters since.
  • Walled Lake Planning & Wealth Management's T-Mobile US position peaked at $563K in Q2 2021.
  • 1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.