Wallace Hart LLC TMUS — T-MOBILE US INC

Ownership history in Wallace Hart LLC  ·  8 quarters on record

AI Ownership Summary

Wallace Hart LLC reported T-MOBILE US INC (TMUS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.29% in 2025 Q1. The latest visible filing shows TMUS at 0.22% 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 Wallace Hart 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 Q4

TMUS was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Wallace Hart LLC fund profile Wallace Hart LLC full holdings
How Wallace Hart LLC held TMUS — position size vs. price
% of Fund (quarterly)    TMUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 1,444 — 0% 0.22% $293K 2026-02-14 (Est.) $218.45
2025 Q3 UNCHANGED — — — 1,444 — 0% 0.25% $346K 2025-11-04 $204.29
2025 Q2 REDUCED 81.7% +0.2% ❌ 1,444 -6,440 -81.7% 0.27% $344K 2025-08-14 $247.01
2025 Q1 ADDED — — — 7,884 +6,043 +328.2% 5.29% $2.1M 2025-05-14 $231.34
2024 Q4 REDUCED 62.7% +21.2% ❌ 1,841 -3,100 -62.7% 0.32% $406K 2025-02-07 $241.30
2024 Q3 ADDED — — — 4,941 +1,266 +34.4% 0.77% $1.0M 2024-11-12 $233.36
2024 Q2 UNCHANGED — — — 3,675 — 0% 0.50% $647K 2024-08-13 $190.10
2024 Q1 INITIATED — — — 3,675 — — 0.50% $600K 2024-05-15 $157.72

🏢 Other funds also holding TMUS

As of 2026 Q1 — sorted by position size

Act Two Investors LLC 3Y 7Y 7.03% 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% HOERTKORN RICHARD CHARLES 3Y 7Y 2.29% Stillwater Capital Advisors, LLC 3Y 7Y 2.22% Reynders McVeigh Capital Management, LLC 3Y 7Y 2.18% Illumine Investment Management, LLC 2.14%

FAQ About Wallace Hart 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 Wallace Hart LLC reported owning TMUS?

Wallace Hart LLC reported TMUS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TMUS position in Wallace Hart LLC's portfolio?

The largest reported portfolio weight for TMUS was 5.29% in 2025 Q1.

What is the latest reported TMUS position on this page?

The most recent filing on this page is 2025 Q4, when Wallace Hart LLC reported 1,444 shares, equal to 0.22% of portfolio, with an estimated market value of $293K.

What does the chart on this TMUS ownership page compare?

The chart compares Wallace Hart 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 Wallace Hart LLC time their TMUS position?

Based on 13F filing dates vs. subsequent TMUS price moves, Wallace Hart LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on TMUS relative to SPY over the holding period was +3.0%.

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