Forza Wealth Management’s Comcast CMCSA Stock Holding History

Forza 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	$342K	Buy	13,933 +392	+3%	+$10.1K	0.1%	162
2026 Q1	$389K	Hold	13,541	–	–	0.14%	149
2025 Q4	$405K	Sell	13,541 -5,638	-29%	-$161K	0.15%	138
2025 Q3	$603K	Hold	19,179	–	–	0.23%	103
2025 Q2	$684K	Buy	19,179 +1,600	+9%	+$55.3K	0.28%	87
2025 Q1	$649K	Hold	17,579	–	–	0.29%	85
2024 Q4	$660K	Buy	17,579 +2,050	+13%	+$85.1K	0.3%	85
2024 Q3	$649K	Sell	15,529 -1	-0%	-$39	0.3%	87
2024 Q2	$608K	Buy	15,530 +305	+2%	+$11.9K	0.31%	87
2024 Q1	$660K	Hold	15,225	–	–	0.34%	81
2023 Q4	$668K	Hold	15,225	–	–	0.37%	75
2023 Q3	$675K	Hold	15,225	–	–	0.35%	87
2023 Q2	$633K	Hold	15,225	–	–	0.32%	94
2023 Q1	$577K	Buy	15,225 +2,056	+16%	+$77.7K	0.3%	100
2022 Q4	$461K	Buy	+13,169	New	+$436K	0.31%	89

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

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

Forza Wealth Management increased its Comcast (CMCSA) stake by 2.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 13,933 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #162.

Forza Wealth Management first reported a position in CMCSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $684K in Q2 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Forza Wealth Management held 13,933 shares of Comcast worth $342K as of Q2 2026.
Forza Wealth Management bought 392 Comcast shares in Q2 2026, an estimated $10.1K.
Comcast made up 0.1% of Forza Wealth Management's portfolio in Q2 2026, its #162 holding.
Forza Wealth Management first reported a position in Comcast in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Comcast position peaked at $684K in Q2 2025.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.