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Executive Wealth Management’s Comcast CMCSA Stock Holding History

Executive 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
2024
Q4 		$271K Buy
7,229
+95
+1% +$3.94K 0.02% 223
2024
Q3 		$298K Buy
7,134
+34
+0.5% +$1.34K 0.02% 220
2024
Q2 		$278K Sell
7,100
-717
-9% -$28.1K 0.05% 104
2024
Q1 		$331K Sell
7,817
-238
-3% -$10.3K 0.03% 189
2023
Q4 		$353K Buy
+8,055
New +$345K 0.03% 163
2022
Q2 		– Sell
-4,353
Closed -$203K – 186
2022
Q1 		$203K Sell
4,353
-633
-13% -$30.5K 0.02% 181
2021
Q4 		$250K Buy
4,986
+382
+8% +$19.9K 0.02% 172
2021
Q3 		$257K Buy
4,604
+8
+0.2% +$466 0.03% 161
2021
Q2 		$262K Sell
4,596
-690
-13% -$38.6K 0.03% 166
2021
Q1 		$286K Buy
5,286
+146
+3% +$7.71K 0.03% 159
2020
Q4 		$269K Buy
5,140
+629
+14% +$30.1K 0.03% 148
2020
Q3 		$208K Buy
+4,511
New +$196K 0.03% 147
2020
Q1 		– Sell
-5,824
Closed -$261K – 126
2019
Q4 		$261K Buy
+5,824
New +$259K 0.04% 131
2019
Q3 		– Sell
-3,577
Closed -$151K – 254
2019
Q2 		$151K Buy
3,577
+621
+21% +$26.2K 0.02% 178
2019
Q1 		$118K Buy
2,956
+451
+18% +$17K 0.02% 182
2018
Q4 		$85K Buy
+2,505
New +$91.5K 0.02% 215

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's CMCSA Position: Q4 2024 in Review

Executive Wealth Management increased its Comcast (CMCSA) stake by 1.3% in Q4 2024, buying an estimated $3.94K and bringing the position to 7,229 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #223.

Executive Wealth Management first reported a position in CMCSA in Q4 2018 and has held it in 16 quarters since. The position peaked at $353K in Q4 2023. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

  • Executive Wealth Management held 7,229 shares of Comcast worth $271K as of Q4 2024.
  • Executive Wealth Management bought 95 Comcast shares in Q4 2024, an estimated $3.94K.
  • Comcast made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #223 holding.
  • Executive Wealth Management first reported a position in Comcast in Q4 2018 and has held it in 16 quarters since.
  • Executive Wealth Management's Comcast position peaked at $353K in Q4 2023.
  • 2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.