Carson Wealth (CWM LLC)’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$28.4M Buy
988,050
+121,485
+14% +$3.64M 0.07% 249
2025
Q4
$25.9M Buy
866,565
+3,973
+0.5% +$113K 0.07% 247
2025
Q3
$27.1M Buy
862,592
+780
+0.1% +$26.1K 0.08% 207
2025
Q2
$30.8M Sell
861,812
-177,549
-17% -$6.14M 0.11% 166
2025
Q1
$38.4M Buy
1,039,361
+60,566
+6% +$2.19M 0.15% 127
2024
Q4
$36.7M Buy
978,795
+47,144
+5% +$1.96M 0.15% 123
2024
Q3
$38.9M Buy
931,651
+37,829
+4% +$1.49M 0.17% 118
2024
Q2
$35M Buy
893,822
+151,641
+20% +$5.93M 0.17% 126
2024
Q1
$32.2M Buy
742,181
+21,389
+3% +$923K 0.16% 136
2023
Q4
$31.6M Sell
720,792
-32,057
-4% -$1.37M 0.17% 118
2023
Q3
$33.4M Sell
752,849
-21,252
-3% -$949K 0.2% 97
2023
Q2
$32.2M Sell
774,101
-10,804
-1% -$429K 0.2% 94
2023
Q1
$29.8M Buy
784,905
+35,464
+5% +$1.34M 0.2% 99
2022
Q4
$26.2M Buy
749,441
+153,787
+26% +$5.09M 0.19% 113
2022
Q3
$17.5M Buy
595,654
+53,662
+10% +$2.01M 0.14% 140
2022
Q2
$21.3M Buy
541,992
+47,842
+10% +$2.05M 0.16% 117
2022
Q1
$23.1M Buy
494,150
+23,820
+5% +$1.15M 0.16% 125
2021
Q4
$23.7M Buy
+470,330
New +$24.5M 0.17% 126
2021
Q2
$2.47M Hold
43,287
0.02% 378
2021
Q1
$2.47M Hold
43,287
0.02% 378
2020
Q4
$2.47M Hold
43,287
0.02% 378
2020
Q3
$2.47M Hold
43,287
0.02% 378
2020
Q2
$2.47M Hold
43,287
0.02% 378
2020
Q1
$2.47M Hold
43,287
0.02% 378
2019
Q4
$2.47M Hold
43,287
0.02% 378
2019
Q3
$2.47M Hold
43,287
0.02% 378
2019
Q2
$2.47M Hold
43,287
0.02% 378
2019
Q1
$2.47M Sell
43,287
-42,424
-49% -$1.6M 0.02% 378
2018
Q4
$2.92M Buy
85,711
+55,391
+183% +$2.02M 0.07% 230
2018
Q3
$1.07M Buy
30,320
+13,299
+78% +$471K 0.03% 313
2018
Q2
$558K Buy
17,021
+3,218
+23% +$105K 0.02% 325
2018
Q1
$472K Buy
13,803
+4,422
+47% +$172K 0.02% 283
2017
Q4
$376K Buy
9,381
+33
+0.4% +$1.24K 0.02% 288
2017
Q3
$360K Buy
9,348
+1,446
+18% +$57K 0.02% 280
2017
Q2
$308K Sell
7,902
-3,742
-32% -$147K 0.02% 275
2017
Q1
$438K Sell
11,644
-1,178
-9% -$43.7K 0.02% 241
2016
Q4
$443K Buy
12,822
+8,344
+186% +$279K 0.03% 220
2016
Q3
$149K Buy
4,478
+376
+9% +$12.5K 0.01% 288
2016
Q2
$134K Buy
4,102
+822
+25% +$25.5K 0.01% 274
2016
Q1
$100K Buy
3,280
+1,884
+135% +$54.1K 0.01% 281
2015
Q4
$39K Buy
1,396
+80
+6% +$2.41K ﹤0.01% 340
2015
Q3
$37K Buy
+1,316
New +$39.1K ﹤0.01% 310
2014
Q1
Sell
-1,570
Closed -$41K 214
2013
Q4
$41K Buy
1,570
+828
+112% +$19.9K 0.01% 286
2013
Q3
$17K Buy
+742
New +$16.2K ﹤0.01% 282

Other funds holding CMCSA

Carson Wealth (CWM LLC)'s CMCSA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Comcast (CMCSA) stake by 14% in Q1 2026, buying an estimated $3.64M and bringing the position to 988,050 shares worth $28.4M. The position accounts for 0.07% of the portfolio, ranked #249.

Carson Wealth (CWM LLC) first reported a position in CMCSA in Q3 2013 and has held it in 44 quarters since. The position peaked at $38.9M in Q3 2024. 2,053 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 988,050 shares of Comcast worth $28.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 121,485 Comcast shares in Q1 2026, an estimated $3.64M.
  • Comcast made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #249 holding.
  • Carson Wealth (CWM LLC) first reported a position in Comcast in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Comcast position peaked at $38.9M in Q3 2024.
  • 2,053 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.