Beta Wealth Group’s Comcast CMCSA Stock Holding History

Beta Wealth Group’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	$247K	Buy	8,608 +1,208	+16%	+$36.1K	0.1%	107
2025 Q4	$221K	Buy	+7,400	New	+$211K	0.09%	111
2023 Q1	–	Sell	-6,000	Closed	-$210K	–	102
2022 Q4	$210K	Buy	+6,000	New	+$198K	0.14%	95
2022 Q3	–	Sell	-5,400	Closed	-$212K	–	91
2022 Q2	$212K	Buy	5,400 +100	+2%	+$4.29K	0.14%	84
2022 Q1	$248K	Buy	+5,300	New	+$255K	0.17%	79
2021 Q3	–	Sell	-4,200	Closed	-$240K	–	64
2021 Q2	$240K	Buy	4,200 +268	+7%	+$15K	0.17%	57
2021 Q1	$213K	Buy	+3,932	New	+$208K	0.15%	56

Other funds holding CMCSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beta Wealth Group's CMCSA Position: Q1 2026 in Review

Beta Wealth Group increased its Comcast (CMCSA) stake by 16% in Q1 2026, buying an estimated $36.1K and bringing the position to 8,608 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #107.

Beta Wealth Group first reported a position in CMCSA in Q1 2021 and has held it in 7 quarters since. The position peaked at $248K in Q1 2022. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Beta Wealth Group held 8,608 shares of Comcast worth $247K as of Q1 2026.
Beta Wealth Group bought 1,208 Comcast shares in Q1 2026, an estimated $36.1K.
Comcast made up 0.1% of Beta Wealth Group's portfolio in Q1 2026, its #107 holding.
Beta Wealth Group first reported a position in Comcast in Q1 2021 and has held it in 7 quarters since.
Beta Wealth Group's Comcast position peaked at $248K in Q1 2022.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.