Evermay Wealth Management’s Comcast CMCSA Stock Holding History

Evermay 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 Q2	$259K	Sell	10,541 -864	-8%	-$22.3K	0.03%	184
2026 Q1	$327K	Sell	11,405 -100	-0.9%	-$2.99K	0.04%	152
2025 Q4	$344K	Sell	11,505 -1,954	-15%	-$55.8K	0.04%	151
2025 Q3	$423K	Buy	13,459 +550	+4%	+$18.4K	0.05%	140
2025 Q2	$461K	Hold	12,909	–	–	0.06%	132
2025 Q1	$476K	Sell	12,909 -637	-5%	-$23K	0.06%	126
2024 Q4	$508K	Sell	13,546 -500	-4%	-$20.8K	0.08%	124
2024 Q3	$587K	Sell	14,046 -259	-2%	-$10.2K	0.09%	115
2024 Q2	$560K	Hold	14,305	–	–	0.09%	122
2024 Q1	$620K	Buy	14,305 +138	+1%	+$5.95K	0.09%	114
2023 Q4	$621K	Sell	14,167 -16	-0.1%	-$686	0.11%	94
2023 Q3	$629K	Sell	14,183 -300	-2%	-$13.4K	0.13%	81
2023 Q2	$602K	Sell	14,483 -200	-1%	-$7.94K	0.12%	89
2023 Q1	$557K	Sell	14,683 -363	-2%	-$13.7K	0.11%	90
2022 Q4	$526K	Buy	15,046 +2,574	+21%	+$85.1K	0.11%	94
2022 Q3	$366K	Sell	12,472 -986	-7%	-$36.9K	0.07%	115
2022 Q2	$528K	Sell	13,458 -80	-0.6%	-$3.43K	0.1%	84
2022 Q1	$634K	Sell	13,538 -4,255	-24%	-$205K	0.11%	91
2021 Q4	$896K	Buy	17,793 +660	+4%	+$34.4K	0.16%	50
2021 Q3	$958K	Sell	17,133 -653	-4%	-$38.1K	0.19%	46
2021 Q2	$1.01M	Hold	17,786	–	–	0.19%	49
2021 Q1	$962K	Sell	17,786 -256	-1%	-$13.5K	0.19%	50
2020 Q4	$945K	Sell	18,042 -1,560	-8%	-$74.7K	0.21%	48
2020 Q3	$907K	Sell	19,602 -768	-4%	-$33.4K	0.22%	45
2020 Q2	$794K	Sell	20,370 -800	-4%	-$30.5K	0.21%	51
2020 Q1	$728K	Sell	21,170 -1,725	-8%	-$72.8K	0.22%	50
2019 Q4	$1.03M	Buy	22,895 +75	+0.3%	+$3.34K	0.25%	44
2019 Q3	$1.03M	Buy	22,820 +865	+4%	+$38.3K	0.28%	43
2019 Q2	$928K	Sell	21,955 -1,000	-4%	-$42.2K	0.26%	45
2019 Q1	$918K	Buy	22,955 +1,650	+8%	+$62.1K	0.26%	47
2018 Q4	$725K	Buy	21,305 +1,261	+6%	+$46K	0.23%	46
2018 Q3	$710K	Sell	20,044 -1,182	-6%	-$41.8K	0.22%	50
2018 Q2	$696K	Sell	21,226 -197	-0.9%	-$6.42K	0.23%	49
2018 Q1	$732K	Buy	21,423 +3,858	+22%	+$150K	0.25%	50
2017 Q4	$703K	Buy	17,565 +2,765	+19%	+$104K	0.26%	47
2017 Q3	$570K	Buy	14,800 +890	+6%	+$35.1K	0.25%	36
2017 Q2	$541K	Hold	13,910	–	–	0.24%	36
2017 Q1	$523K	Sell	13,910 -150	-1%	-$5.57K	0.23%	39
2016 Q4	$485K	Hold	14,060	–	–	0.24%	35
2016 Q3	$466K	Sell	14,060 -1,930	-12%	-$64.2K	0.23%	36
2016 Q2	$521K	Hold	15,990	–	–	0.27%	35
2016 Q1	$488K	Hold	15,990	–	–	0.27%	34
2015 Q4	$451K	Sell	15,990 -4,730	-23%	-$142K	0.27%	36
2015 Q3	$589K	Sell	20,720 -2	-0%	-$59	0.35%	31
2015 Q2	$623K	Sell	20,722 -300	-1%	-$8.81K	0.37%	30
2015 Q1	$594K	Buy	21,022 +2,400	+13%	+$69K	0.35%	31
2014 Q4	$540K	Sell	18,622 -1,498	-7%	-$41K	0.35%	35
2014 Q3	$541K	Sell	20,120 -100	-0.5%	-$2.74K	0.46%	31
2014 Q2	$543K	Buy	+20,220	New	+$520K	0.47%	29

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Evermay Wealth Management reduced its Comcast (CMCSA) stake by 7.6% in Q2 2026, selling an estimated $22.3K and leaving 10,541 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #184.

Evermay Wealth Management first reported a position in CMCSA in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.03M in Q4 2019. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Evermay Wealth Management held 10,541 shares of Comcast worth $259K as of Q2 2026.
Evermay Wealth Management sold 864 Comcast shares in Q2 2026, an estimated $22.3K.
Comcast made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #184 holding.
Evermay Wealth Management first reported a position in Comcast in Q2 2014 and has held it in 49 quarters since.
Evermay Wealth Management's Comcast position peaked at $1.03M in Q4 2019.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.