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Cherry Tree Wealth Management’s Comcast CMCSA Stock Holding History

Cherry Tree Wealth 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 		$26.8K Hold
934
– – 0.01% 324
2025
Q4 		$27.9K Sell
934
-293
-24% -$8.36K 0.01% 318
2025
Q3 		$38.6K Hold
1,227
– – 0.01% 276
2025
Q2 		$43.8K Sell
1,227
-122
-9% -$4.22K 0.01% 265
2025
Q1 		$49.8K Buy
1,349
+597
+79% +$21.5K 0.01% 257
2024
Q4 		$28.2K Hold
752
– – 0.01% 298
2024
Q3 		$31.4K Hold
752
– – 0.01% 297
2024
Q2 		$29.4K Buy
752
+37
+5% +$1.45K 0.01% 294
2024
Q1 		$31K Sell
715
-138
-16% -$5.95K 0.01% 284
2023
Q4 		$37.4K Hold
853
– – 0.01% 258
2023
Q3 		$37.8K Buy
853
+293
+52% +$13.1K 0.01% 248
2023
Q2 		$23.3K Buy
+560
New +$22.2K 0.01% 278

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

Cherry Tree Wealth Management's CMCSA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Comcast (CMCSA) position steady in Q1 2026 at 934 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #324.

Cherry Tree Wealth Management first reported a position in CMCSA in Q2 2023 and has held it in 12 quarters since. The position peaked at $49.8K in Q1 2025. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Cherry Tree Wealth Management held 934 shares of Comcast worth $26.8K as of Q1 2026.
  • Cherry Tree Wealth Management left its Comcast share count unchanged in Q1 2026.
  • Comcast made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Cherry Tree Wealth Management first reported a position in Comcast in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Comcast position peaked at $49.8K in Q1 2025.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.