What smart money is saying about T-Mobile US, Inc.
TMUS
No fund has written a full thesis on T-Mobile US, Inc. in our archive, but 4 fund letters report a position in it — most recently Brown Advisory Large-Cap Sustainable Value in March 2026.
4
Reported positions
0
Bought
1
Sold
4
Letters
Position history
Every position in T-Mobile US, Inc. on record in the archive was reported in Q1 2026, across 4 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 4 | 0 | 1 | 0 |
Fund activity · 4 positions · 1 move
- HoldsBrown Advisory Large-Cap Sustainable ValueMarch 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief to those that were concerned around intensifying competition within the cable and wireless space in 2026.”
Read the letterT-Mobile US, Inc. - ExitedFlexible Equity FundMarch 2026
“During the quarter, we added three new positions—NVIDIA Corporation (NVDA), SAP SE Sponsored ADR (SAP), and Watsco, Inc. (WSO)—while exiting T- Mobile (TMUS), Workday, Inc. (WDAY), and Uber Technologies (UBER)”
Read the letterT-Mobile US, Inc. - HoldsHardman Johnston Large Cap EquityMarch 2026
“Meta Platforms Inc. Class A United States 2.4 Interactive Media & Services T-Mobile US, Inc. United States 1.9 Wireless Telecommunication Services”
Read the letterT-Mobile US, Inc. - HoldsBrown Advisory U.S. Value FundMarch 2026
“Both T-Mobile (TMUS) and Comcast were positive contributors in the period as well as their fourth quarter results and 2026 outlooks provided some relief”
Read the letterT-Mobile US, Inc.
Read the letters behind these T-Mobile US, Inc. positions
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