Balanced Rock Investment Advisors’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$433K Buy
17,636
+4,342
+33% +$112K 0.27% 69
2026
Q1
$382K Buy
13,294
+954
+8% +$28.5K 0.27% 72
2025
Q4
$369K Sell
12,340
-1,236
-9% -$35.3K 0.26% 73
2025
Q3
$427K Buy
13,576
+582
+4% +$19.5K 0.31% 67
2025
Q2
$464K Buy
12,994
+1,897
+17% +$65.6K 0.36% 59
2025
Q1
$409K Buy
11,097
+410
+4% +$14.8K 0.33% 58
2024
Q4
$401K Sell
10,687
-99
-0.9% -$4.11K 0.32% 60
2024
Q3
$451K Sell
10,786
-374
-3% -$14.8K 0.35% 58
2024
Q2
$437K Sell
11,160
-161
-1% -$6.3K 0.37% 56
2024
Q1
$491K Sell
11,321
-1,365
-11% -$58.9K 0.42% 52
2023
Q4
$556K Buy
+12,686
New +$544K 0.49% 49

Other funds holding CMCSA

Balanced Rock Investment Advisors's CMCSA Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its Comcast (CMCSA) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 17,636 shares worth $433K. The position accounts for 0.27% of the portfolio, ranked #69.

Balanced Rock Investment Advisors first reported a position in CMCSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $556K in Q4 2023. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Balanced Rock Investment Advisors held 17,636 shares of Comcast worth $433K as of Q2 2026.
  • Balanced Rock Investment Advisors bought 4,342 Comcast shares in Q2 2026, an estimated $112K.
  • Comcast made up 0.27% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Balanced Rock Investment Advisors first reported a position in Comcast in Q4 2023 and has held it in 11 quarters since.
  • Balanced Rock Investment Advisors's Comcast position peaked at $556K in Q4 2023.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.