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Fortem Financial Group’s Comcast CMCSA Stock Holding History

Fortem Financial Group’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 		– Sell
-17,083
Closed -$511K – 176
2025
Q4 		$511K Sell
17,083
-3,935
-19% -$112K 0.14% 116
2025
Q3 		$660K Sell
21,018
-2,465
-10% -$82.6K 0.19% 97
2025
Q2 		$838K Buy
23,483
+462
+2% +$16K 0.27% 81
2025
Q1 		$849K Buy
23,021
+2,487
+12% +$89.7K 0.33% 84
2024
Q4 		$771K Sell
20,534
-80
-0.4% -$3.32K 0.3% 96
2024
Q3 		$861K Buy
20,614
+10,670
+107% +$421K 0.35% 86
2024
Q2 		$389K Sell
9,944
-544
-5% -$21.3K 0.17% 123
2024
Q1 		$455K Buy
10,488
+825
+9% +$35.6K 0.2% 121
2023
Q4 		$424K Buy
9,663
+174
+2% +$7.46K 0.21% 114
2023
Q3 		$421K Buy
9,489
+647
+7% +$28.9K 0.25% 105
2023
Q2 		$367K Buy
+8,842
New +$351K 0.22% 112

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

Fortem Financial Group's CMCSA Position: Q1 2026 in Review

Fortem Financial Group sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 17,083 shares — an estimated $511K sold.

Fortem Financial Group first reported a position in CMCSA in Q2 2023 and held it in 11 quarters. The position peaked at $861K in Q3 2024. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Fortem Financial Group reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
  • Fortem Financial Group sold 17,083 Comcast shares in Q1 2026, an estimated $511K.
  • Fortem Financial Group first reported a position in Comcast in Q2 2023 and held it in 11 quarters.
  • Fortem Financial Group's Comcast position peaked at $861K in Q3 2024.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.