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Baldwin Investment Management’s Comcast CMCSA Stock Holding History

Baldwin Investment Management’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
Q1 		– Sell
-12,253
Closed -$366K – 211
2025
Q4 		$366K Sell
12,253
-1,665
-12% -$47.5K 0.04% 174
2025
Q3 		$437K Hold
13,918
– – 0.05% 161
2025
Q2 		$497K Hold
13,918
– – 0.06% 149
2025
Q1 		$514K Sell
13,918
-2,100
-13% -$75.8K 0.06% 147
2024
Q4 		$601K Sell
16,018
-709
-4% -$29.4K 0.08% 134
2024
Q3 		$699K Sell
16,727
-968
-5% -$38.2K 0.09% 132
2024
Q2 		$693K Sell
17,695
-8,400
-32% -$329K 0.09% 128
2024
Q1 		$1.13M Sell
26,095
-2,350
-8% -$101K 0.15% 101
2023
Q4 		$1.25M Sell
28,445
-350
-1% -$15K 0.2% 79
2023
Q3 		$1.28M Sell
28,795
-785
-3% -$35K 0.21% 74
2023
Q2 		$1.23M Buy
29,580
+75
+0.3% +$2.98K 0.2% 75
2023
Q1 		$1.12M Buy
29,505
+855
+3% +$32.3K 0.2% 79
2022
Q4 		$1M Sell
28,650
-18,277
-39% -$605K 0.18% 85
2022
Q3 		$1.38M Sell
46,927
-3,255
-6% -$122K 0.28% 63
2022
Q2 		$1.97M Buy
50,182
+855
+2% +$36.7K 0.37% 47
2022
Q1 		$2.31M Buy
49,327
+1,601
+3% +$77.1K 0.35% 43
2021
Q4 		$2.4M Sell
47,726
-125
-0.3% -$6.51K 0.38% 46
2021
Q3 		$2.68M Hold
47,851
– – 0.47% 37
2021
Q2 		$2.73M Buy
+47,851
New +$2.68M 0.46% 38

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Baldwin Investment Management's CMCSA Position: Q1 2026 in Review

Baldwin Investment Management sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 12,253 shares — an estimated $366K sold.

Baldwin Investment Management first reported a position in CMCSA in Q2 2021 and held it in 19 quarters. The position peaked at $2.73M in Q2 2021. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Baldwin Investment Management reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
  • Baldwin Investment Management sold 12,253 Comcast shares in Q1 2026, an estimated $366K.
  • Baldwin Investment Management first reported a position in Comcast in Q2 2021 and held it in 19 quarters.
  • Baldwin Investment Management's Comcast position peaked at $2.73M in Q2 2021.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.