Drake & Associates, LLC TMUS β€” T-MOBILE US INC

Ownership history in Drake & Associates, LLC  Β·  4 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported T-MOBILE US INC (TMUS) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 0.65% in 2025 Q2. The latest visible filing shows TMUS at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TMUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drake & Associates, LLC's position in T-MOBILE US INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

TMUS was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMUS stock page Drake & Associates, LLC fund profile Drake & Associates, LLC full holdings
How Drake & Associates, LLC held TMUS β€” position size vs. price
% of Fund (quarterly)    TMUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 11,141 +3,554 +46.8% 0.65% $2.7M 2025-07-23 $230.85
2025 Q1 ADDED β€” β€” β€” 7,587 +1,242 +19.6% 0.57% $2.0M 2025-04-29 $237.53
2024 Q4 ADDED β€” β€” β€” 6,345 +3,113 +96.3% 0.44% $1.6M 2025-02-10 $250.69
2024 Q3 INITIATED β€” β€” β€” 3,232 β€” β€” 0.22% $667K 2024-10-16 $214.57

🏒 Other funds also holding TMUS

As of 2026 Q1 β€” sorted by position size

Overbrook Management Corp 3Y 7Y 3.07% Baker Chad R 3Y 7Y 2.89% Leibman Financial Services, Inc. 2.88% AVAII WEALTH MANAGEMENT, LLC 3Y 2.65% Advanced Asset Management Advisors Inc 3Y 7Y 2.48% Stillwater Capital Advisors, LLC 3Y 7Y 2.22% Reynders McVeigh Capital Management, LLC 3Y 7Y 2.18% CONSCIOUS WEALTH INVESTMENTS, LLC 1.92% TICINO WEALTH 1.9% Sandro Wealth Management LLC 1.8%

FAQ About Drake & Associates, LLC and TMUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Drake & Associates, LLC reported owning TMUS?

Drake & Associates, LLC reported TMUS across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported TMUS position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for TMUS was 0.65% in 2025 Q2.

What is the latest reported TMUS position on this page?

The most recent filing on this page is 2025 Q2, when Drake & Associates, LLC reported 11,141 shares, equal to 0.65% of portfolio, with an estimated market value of $2.7M.

What does the chart on this TMUS ownership page compare?

The chart compares Drake & Associates, LLC's quarterly TMUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Drake & Associates, LLC time their TMUS position?

Based on 13F filing dates vs. subsequent TMUS price moves, Drake & Associates, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TMUS relative to SPY over the holding period was -2.8%.

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