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Boltwood Capital Management’s Comcast CMCSA Stock Holding History

Boltwood Capital 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
2025
Q4 		– Sell
-14,618
Closed -$459K – 184
2025
Q3 		$459K Buy
14,618
+429
+3% +$14.4K 0.12% 132
2025
Q2 		$506K Sell
14,189
-185
-1% -$6.4K 0.14% 125
2025
Q1 		$530K Sell
14,374
-755
-5% -$27.2K 0.16% 113
2024
Q4 		$568K Buy
15,129
+50
+0.3% +$2.08K 0.17% 103
2024
Q3 		$630K Sell
15,079
-1,584
-10% -$62.5K 0.19% 101
2024
Q2 		$653K Sell
16,663
-487
-3% -$19.1K 0.2% 99
2024
Q1 		$743K Buy
17,150
+401
+2% +$17.3K 0.23% 93
2023
Q4 		$734K Buy
16,749
+510
+3% +$21.9K 0.24% 92
2023
Q3 		$720K Buy
16,239
+240
+2% +$10.7K 0.27% 87
2023
Q2 		$665K Hold
15,999
– – 0.24% 92
2023
Q1 		$607K Sell
15,999
-31
-0.2% -$1.17K 0.23% 95
2022
Q4 		$561K Sell
16,030
-5,555
-26% -$184K 0.23% 98
2022
Q3 		$633K Sell
21,585
-3,725
-15% -$139K 0.29% 86
2022
Q2 		$993K Sell
25,310
-2,060
-8% -$88.3K 0.43% 67
2022
Q1 		$1.28M Sell
27,370
-930
-3% -$44.8K 0.49% 62
2021
Q4 		$1.42M Buy
28,300
+200
+0.7% +$10.4K 0.53% 61
2021
Q3 		$1.57M Sell
28,100
-235
-0.8% -$13.7K 0.63% 48
2021
Q2 		$1.62M Sell
28,335
-510
-2% -$28.5K 0.67% 49
2021
Q1 		$1.56M Sell
28,845
-215
-0.7% -$11.4K 0.69% 49
2020
Q4 		$1.52M Sell
29,060
-505
-2% -$24.2K 0.74% 46
2020
Q3 		$1.37M Sell
29,565
-1,045
-3% -$45.4K 0.76% 44
2020
Q2 		$1.19M Sell
30,610
-250
-0.8% -$9.52K 0.72% 46
2020
Q1 		$1.06M Buy
30,860
+13,710
+80% +$578K 0.75% 44
2019
Q4 		$771K Buy
17,150
+700
+4% +$31.2K 0.43% 78
2019
Q3 		$742K Buy
+16,450
New +$729K 0.47% 75

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boltwood Capital Management's CMCSA Position: Q4 2025 in Review

Boltwood Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 14,618 shares — an estimated $459K sold.

Boltwood Capital Management first reported a position in CMCSA in Q3 2019 and held it in 25 quarters. The position peaked at $1.62M in Q2 2021. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

  • Boltwood Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
  • Boltwood Capital Management sold 14,618 Comcast shares in Q4 2025, an estimated $459K.
  • Boltwood Capital Management first reported a position in Comcast in Q3 2019 and held it in 25 quarters.
  • Boltwood Capital Management's Comcast position peaked at $1.62M in Q2 2021.
  • 2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Boltwood Capital Management's 13F filing for Q4 2025, filed 2 Jan 2026.