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Asset Planning Inc’s Comcast CMCSA Stock Holding History

Asset Planning Inc’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 		$49.5K Buy
2,015
+378
+23% +$9.76K 0.03% 158
2026
Q1 		$47K Buy
1,637
+12
+0.7% +$359 0.03% 153
2025
Q4 		$48.6K Buy
1,625
+13
+0.8% +$371 0.03% 147
2025
Q3 		$50.6K Buy
1,612
+11
+0.7% +$369 0.04% 146
2025
Q2 		$57.2K Buy
1,601
+10
+0.6% +$346 0.04% 138
2025
Q1 		$58.7K Buy
1,591
+10
+0.6% +$361 0.05% 135
2024
Q4 		$59.3K Buy
+1,581
New +$65.6K 0.05% 133

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's CMCSA Position: Q2 2026 in Review

Asset Planning Inc increased its Comcast (CMCSA) stake by 23% in Q2 2026, buying an estimated $9.76K and bringing the position to 2,015 shares worth $49.5K. The position accounts for 0.03% of the portfolio, ranked #158.

Asset Planning Inc first reported a position in CMCSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.3K in Q4 2024. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Asset Planning Inc held 2,015 shares of Comcast worth $49.5K as of Q2 2026.
  • Asset Planning Inc bought 378 Comcast shares in Q2 2026, an estimated $9.76K.
  • Comcast made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #158 holding.
  • Asset Planning Inc first reported a position in Comcast in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Comcast position peaked at $59.3K in Q4 2024.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.