Evercore Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$561K Sell
22,852
-9,166
-29% -$237K 0.01% 277
2026
Q1
$919K Sell
32,018
-2,734
-8% -$81.8K 0.01% 224
2025
Q4
$1.04M Sell
34,752
-2,351
-6% -$67.1K 0.02% 211
2025
Q3
$1.17M Buy
37,103
+1,154
+3% +$38.7K 0.02% 205
2025
Q2
$1.28M Buy
35,949
+316
+0.9% +$10.9K 0.02% 191
2025
Q1
$1.31M Sell
35,633
-6,266
-15% -$226K 0.02% 201
2024
Q4
$1.57M Sell
41,899
-768
-2% -$31.9K 0.02% 180
2024
Q3
$1.78M Sell
42,667
-794
-2% -$31.3K 0.03% 168
2024
Q2
$1.7M Sell
43,461
-1,859
-4% -$72.7K 0.03% 172
2024
Q1
$1.96M Sell
45,320
-1,078
-2% -$46.5K 0.03% 164
2023
Q4
$2.03M Sell
46,398
-611
-1% -$26.2K 0.03% 161
2023
Q3
$2.08M Buy
47,009
+880
+2% +$39.3K 0.04% 149
2023
Q2
$1.92M Buy
46,129
+17,955
+64% +$713K 0.04% 163
2023
Q1
$1.07M Sell
28,174
-2,972
-10% -$112K 0.02% 208
2022
Q4
$1.09M Sell
31,146
-12,334
-28% -$408K 0.02% 200
2022
Q3
$1.27M Sell
43,480
-7,742
-15% -$289K 0.03% 177
2022
Q2
$2.01M Sell
51,222
-1,429
-3% -$61.3K 0.04% 144
2022
Q1
$2.47M Sell
52,651
-7,935
-13% -$382K 0.04% 149
2021
Q4
$3.05M Sell
60,586
-1,250
-2% -$65.1K 0.05% 134
2021
Q3
$3.46M Sell
61,836
-580
-0.9% -$33.8K 0.06% 127
2021
Q2
$3.56M Sell
62,416
-2,793
-4% -$156K 0.07% 127
2021
Q1
$3.53M Sell
65,209
-2,201
-3% -$116K 0.07% 124
2020
Q4
$3.53M Buy
67,410
+6,312
+10% +$302K 0.08% 118
2020
Q3
$2.83M Buy
61,098
+688
+1% +$29.9K 0.07% 118
2020
Q2
$2.35M Sell
60,410
-8,751
-13% -$333K 0.06% 132
2020
Q1
$2.38M Buy
69,161
+10,703
+18% +$452K 0.08% 117
2019
Q4
$2.63M Buy
58,458
+173
+0.3% +$7.7K 0.07% 135
2019
Q3
$2.63M Buy
58,285
+3,544
+6% +$157K 0.08% 132
2019
Q2
$2.31M Buy
54,741
+1,120
+2% +$47.2K 0.07% 138
2019
Q1
$2.14M Sell
53,621
-14,092
-21% -$530K 0.07% 139
2018
Q4
$2.31M Sell
67,713
-4,307
-6% -$157K 0.09% 123
2018
Q3
$2.55M Buy
72,020
+2,247
+3% +$79.5K 0.08% 126
2018
Q2
$2.29M Buy
69,773
+11,110
+19% +$362K 0.08% 128
2018
Q1
$2M Sell
58,663
-1,721
-3% -$66.8K 0.08% 132
2017
Q4
$2.42M Sell
60,384
-1,300
-2% -$48.9K 0.09% 123
2017
Q3
$2.37M Sell
61,684
-596
-1% -$23.5K 0.09% 122
2017
Q2
$2.42M Sell
62,280
-1,946
-3% -$76.7K 0.09% 123
2017
Q1
$2.42M Sell
64,226
-3,748
-6% -$139K 0.09% 122
2016
Q4
$2.35M Buy
67,974
+4,478
+7% +$150K 0.1% 121
2016
Q3
$2.11M Buy
63,496
+380
+0.6% +$12.6K 0.09% 128
2016
Q2
$2.06M Sell
63,116
-344
-0.5% -$10.7K 0.09% 126
2016
Q1
$1.94M Buy
63,460
+1,406
+2% +$40.4K 0.09% 126
2015
Q4
$1.75M Buy
62,054
+43,970
+243% +$1.32M 0.08% 137
2015
Q3
$514K Buy
18,084
+300
+2% +$8.91K 0.02% 251
2015
Q2
$535K Sell
17,784
-8,760
-33% -$257K 0.02% 264
2015
Q1
$748K Buy
26,544
+3,754
+16% +$108K 0.03% 220
2014
Q4
$661K Buy
22,790
+2,822
+14% +$77.3K 0.03% 209
2014
Q3
$537K Sell
19,968
-1,978
-9% -$54.2K 0.03% 255
2014
Q2
$588K Buy
21,946
+1,432
+7% +$36.8K 0.03% 250
2014
Q1
$514K Sell
20,514
-1,342
-6% -$35K 0.03% 255
2013
Q4
$568K Buy
21,856
+9,830
+82% +$237K 0.03% 250
2013
Q3
$272K Buy
12,026
+2,774
+30% +$60.4K 0.02% 368
2013
Q2
$192K Buy
+9,252
New +$191K 0.01% 401

Other funds holding CMCSA

Evercore Wealth Management's CMCSA Position: Q2 2026 in Review

Evercore Wealth Management reduced its Comcast (CMCSA) stake by 29% in Q2 2026, selling an estimated $237K and leaving 22,852 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #277.

Evercore Wealth Management first reported a position in CMCSA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.56M in Q2 2021. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Evercore Wealth Management held 22,852 shares of Comcast worth $561K as of Q2 2026.
  • Evercore Wealth Management sold 9,166 Comcast shares in Q2 2026, an estimated $237K.
  • Comcast made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Evercore Wealth Management first reported a position in Comcast in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's Comcast position peaked at $3.56M in Q2 2021.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.