Xcel Wealth Management’s T-Mobile US TMUS Stock Holding History

Xcel 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	–	Sell	-1,542	Closed	-$313K	–	144
2025 Q4	$313K	Hold	1,542	–	–	0.08%	128
2025 Q3	$369K	Buy	1,542 +42	+3%	+$10.2K	0.1%	116
2025 Q2	$357K	Hold	1,500	–	–	0.1%	106
2025 Q1	$400K	Hold	1,500	–	–	0.12%	103
2024 Q4	$331K	Hold	1,500	–	–	0.09%	105
2024 Q3	$310K	Hold	1,500	–	–	0.09%	104
2024 Q2	$264K	Hold	1,500	–	–	0.08%	111
2024 Q1	$245K	Hold	1,500	–	–	0.08%	113
2023 Q4	$240K	Hold	1,500	–	–	0.08%	102
2023 Q3	$210K	Sell	1,500 -1	-0.1%	-$139	0.08%	102
2023 Q2	$208K	Buy	1,501 +1	+0.1%	+$140	0.07%	129
2023 Q1	$217K	Hold	1,500	–	–	0.08%	119
2022 Q4	$210K	Hold	1,500	–	–	0.08%	122
2022 Q3	$201K	Hold	1,500	–	–	0.07%	116
2022 Q2	$202K	Sell	1,500 -1,000	-40%	-$130K	0.07%	118
2022 Q1	$321K	Sell	2,500 -2,765	-53%	-$329K	0.09%	120
2021 Q4	$611K	Buy	5,265 +250	+5%	+$29.4K	0.16%	94
2021 Q3	$641K	Hold	5,015	–	–	0.19%	85
2021 Q2	$726K	Sell	5,015 -16	-0.3%	-$2.21K	0.22%	80
2021 Q1	$630K	Buy	5,031 +31	+0.6%	+$3.91K	0.22%	78
2020 Q4	$674K	Hold	5,000	–	–	0.29%	68
2020 Q3	$571K	Hold	5,000	–	–	0.29%	68
2020 Q2	$520K	Hold	5,000	–	–	0.32%	60
2020 Q1	$419K	Hold	5,000	–	–	0.38%	54
2019 Q4	$392K	Buy	+5,000	New	+$393K	0.33%	53

Other funds holding TMUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Xcel Wealth Management's TMUS Position: Q1 2026 in Review

Xcel Wealth Management sold out of T-Mobile US (TMUS) in Q1 2026, closing a stake of 1,542 shares — an estimated $313K sold.

Xcel Wealth Management first reported a position in TMUS in Q4 2019 and held it in 25 quarters. The position peaked at $726K in Q2 2021. 1,719 funds tracked by Wall St. Rank hold TMUS as of Q1 2026.

Xcel Wealth Management reported no remaining T-Mobile US position as of Q1 2026 after selling out during the quarter.
Xcel Wealth Management sold 1,542 T-Mobile US shares in Q1 2026, an estimated $313K.
Xcel Wealth Management first reported a position in T-Mobile US in Q4 2019 and held it in 25 quarters.
Xcel Wealth Management's T-Mobile US position peaked at $726K in Q2 2021.
1,719 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.