Forum Financial 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
Q1
Sell
-47,729
Closed -$1.43M 469
2025
Q4
$1.43M Sell
47,729
-6,770
-12% -$193K 0.02% 183
2025
Q3
$1.71M Sell
54,499
-4,523
-8% -$152K 0.02% 152
2025
Q2
$2.11M Buy
59,022
+6,059
+11% +$210K 0.03% 120
2025
Q1
$1.95M Sell
52,963
-7,186
-12% -$259K 0.03% 122
2024
Q4
$2.26M Buy
60,149
+2,338
+4% +$97K 0.04% 103
2024
Q3
$2.41M Sell
57,811
-485
-0.8% -$19.1K 0.04% 88
2024
Q2
$2.28M Sell
58,296
-210
-0.4% -$8.22K 0.04% 83
2024
Q1
$2.54M Sell
58,506
-261
-0.4% -$11.3K 0.04% 93
2023
Q4
$2.58M Buy
58,767
+1,379
+2% +$59.1K 0.05% 74
2023
Q3
$2.54M Buy
57,388
+247
+0.4% +$11K 0.06% 68
2023
Q2
$2.37M Buy
57,141
+2,359
+4% +$93.7K 0.05% 72
2023
Q1
$2.08M Buy
54,782
+1,621
+3% +$61.3K 0.06% 74
2022
Q4
$1.86M Buy
53,161
+9,073
+21% +$300K 0.06% 78
2022
Q3
$1.29M Sell
44,088
-5,194
-11% -$194K 0.06% 88
2022
Q2
$1.93M Sell
49,282
-5,504
-10% -$236K 0.1% 61
2022
Q1
$2.56M Sell
54,786
-680
-1% -$32.8K 0.12% 47
2021
Q4
$2.79M Buy
+55,466
New +$2.89M 0.14% 47

Other funds holding CMCSA

Forum Financial Management's CMCSA Position: Q1 2026 in Review

Forum Financial Management sold out of Comcast (CMCSA) in Q1 2026, closing a stake of 47,729 shares — an estimated $1.43M sold.

Forum Financial Management first reported a position in CMCSA in Q4 2021 and held it in 17 quarters. The position peaked at $2.79M in Q4 2021. 2,054 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Forum Financial Management reported no remaining Comcast position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 47,729 Comcast shares in Q1 2026, an estimated $1.43M.
  • Forum Financial Management first reported a position in Comcast in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Comcast position peaked at $2.79M in Q4 2021.
  • 2,054 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.