WLPWM
TMUS icon

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
Q2 		$266K Buy
1,587
+7
+0.4% +$1.32K 0.07% 120
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TMUS Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its T-Mobile US (TMUS) stake by 0.44% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,587 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #120.

Walled Lake Planning & Wealth Management first reported a position in TMUS in Q4 2019 and has held it in 24 quarters since. The position peaked at $563K in Q2 2021. 1,657 funds tracked by Wall St. Rank hold TMUS as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,587 shares of T-Mobile US worth $266K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 7 T-Mobile US shares in Q2 2026, an estimated $1.32K.
  • T-Mobile US made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Walled Lake Planning & Wealth Management first reported a position in T-Mobile US in Q4 2019 and has held it in 24 quarters since.
  • Walled Lake Planning & Wealth Management's T-Mobile US position peaked at $563K in Q2 2021.
  • 1,657 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.