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Amplius Wealth Advisors’s Comcast CMCSA Stock Holding History

Amplius Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
90,783
-52
-0.1% -$1.34K 0.16% 50
2026
Q1 		$2.61M Buy
90,835
+336
+0.4% +$10.1K 0.22% 44
2025
Q4 		$2.71M Sell
90,499
-1,756
-2% -$50.1K 0.23% 46
2025
Q3 		$2.9M Sell
92,255
-3,462
-4% -$116K 0.25% 45
2025
Q2 		$3.42M Sell
95,717
-447
-0.5% -$15.5K 0.32% 46
2025
Q1 		$3.55M Sell
96,164
-1,971
-2% -$71.1K 0.37% 41
2024
Q4 		$3.68M Sell
98,135
-273
-0.3% -$11.3K 0.38% 38
2024
Q3 		$4.11M Buy
98,408
+1,627
+2% +$64.2K 0.45% 36
2024
Q2 		$3.79M Sell
96,781
-60
-0.1% -$2.35K 0.42% 37
2024
Q1 		$4.2M Sell
96,841
-317
-0.3% -$13.7K 0.47% 36
2023
Q4 		$4.26M Sell
97,158
-103
-0.1% -$4.42K 0.51% 37
2023
Q3 		$4.31M Buy
97,261
+396
+0.4% +$17.7K 0.58% 35
2023
Q2 		$4.02M Sell
96,865
-131
-0.1% -$5.2K 0.54% 37
2023
Q1 		$3.68M Buy
96,996
+217
+0.2% +$8.21K 0.53% 35
2022
Q4 		$3.38M Sell
96,779
-1,189
-1% -$39.3K 0.54% 34
2022
Q3 		$2.87M Sell
97,968
-8,608
-8% -$322K 0.51% 36
2022
Q2 		$4.18M Sell
106,576
-2,379
-2% -$102K 0.68% 30
2022
Q1 		$5.1M Buy
108,955
+3,930
+4% +$189K 0.78% 27
2021
Q4 		$5.29M Buy
+105,025
New +$5.47M 0.73% 30

Other funds holding CMCSA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amplius Wealth Advisors's CMCSA Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Comcast (CMCSA) stake by 0.06% in Q2 2026, selling an estimated $1.34K and leaving 90,783 shares worth $2.23M. The position accounts for 0.16% of the portfolio, ranked #50.

Amplius Wealth Advisors first reported a position in CMCSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q4 2021. 527 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Amplius Wealth Advisors held 90,783 shares of Comcast worth $2.23M as of Q2 2026.
  • Amplius Wealth Advisors sold 52 Comcast shares in Q2 2026, an estimated $1.34K.
  • Comcast made up 0.16% of Amplius Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Amplius Wealth Advisors first reported a position in Comcast in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Comcast position peaked at $5.29M in Q4 2021.
  • 527 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.