Godshalk Welsh Capital Management’s Comcast CMCSA Stock Holding History

Godshalk Welsh Capital 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
2025 Q4	–	Sell	-6,434	Closed	-$202K	–	133
2025 Q3	$202K	Sell	6,434 -1,450	-18%	-$48.6K	0.12%	128
2025 Q2	$281K	Hold	7,884	–	–	0.17%	112
2025 Q1	$291K	Sell	7,884 -4,870	-38%	-$176K	0.19%	105
2024 Q4	$479K	Sell	12,754 -500	-4%	-$20.8K	0.31%	85
2024 Q3	$554K	Sell	13,254 -6,976	-34%	-$275K	0.35%	82
2024 Q2	$792K	Sell	20,230 -3,544	-15%	-$139K	0.53%	60
2024 Q1	$1.03M	Sell	23,774 -326	-1%	-$14.1K	0.69%	49
2023 Q4	$1.06M	Sell	24,100 -1,800	-7%	-$77.2K	0.76%	43
2023 Q3	$1.15M	Buy	25,900 +175	+0.7%	+$7.81K	0.87%	40
2023 Q2	$1.07M	Hold	25,725	–	–	0.74%	46
2023 Q1	$975K	Buy	25,725 +250	+1%	+$9.45K	0.69%	50
2022 Q4	$891K	Buy	25,475 +465	+2%	+$15.4K	0.65%	58
2022 Q3	$734K	Sell	25,010 -515	-2%	-$19.3K	0.54%	62
2022 Q2	$1M	Sell	25,525 -468	-2%	-$20.1K	0.72%	49
2022 Q1	$1.22M	Sell	25,993 -300	-1%	-$14.4K	0.75%	47
2021 Q4	$1.32M	Buy	26,293 +768	+3%	+$40K	0.75%	47
2021 Q3	$1.43M	Buy	25,525 +725	+3%	+$42.3K	0.89%	40
2021 Q2	$1.43M	Buy	24,800 +600	+2%	+$33.5K	0.89%	39
2021 Q1	$1.31M	Buy	24,200 +3,600	+17%	+$190K	0.91%	40
2020 Q4	$1.08M	Buy	20,600 +900	+5%	+$43.1K	0.8%	47
2020 Q3	$911K	Buy	19,700 +750	+4%	+$32.6K	0.77%	48
2020 Q2	$739K	Buy	18,950 +250	+1%	+$9.52K	0.69%	56
2020 Q1	$643K	Hold	18,700	–	–	0.7%	59
2019 Q4	$841K	Buy	18,700 +900	+5%	+$40.1K	0.69%	56
2019 Q3	$802K	Hold	17,800	–	–	0.71%	55
2019 Q2	$753K	Buy	17,800 +300	+2%	+$12.7K	0.7%	55
2019 Q1	$700K	Buy	17,500 +4,050	+30%	+$152K	0.67%	57
2018 Q4	$458K	Hold	13,450	–	–	0.51%	72
2018 Q3	$476K	Sell	13,450 -650	-5%	-$23K	0.46%	73
2018 Q2	$463K	Hold	14,100	–	–	0.48%	76
2018 Q1	$482K	Hold	14,100	–	–	0.52%	70
2017 Q4	$565K	Hold	14,100	–	–	0.57%	70
2017 Q3	$543K	Sell	14,100 -100	-0.7%	-$3.94K	0.55%	71
2017 Q2	$553K	Hold	14,200	–	–	0.55%	69
2017 Q1	$534K	Hold	14,200	–	–	0.52%	70
2016 Q4	$490K	Sell	14,200 -1,100	-7%	-$36.7K	0.5%	74
2016 Q3	$508K	Sell	15,300 -628	-4%	-$20.9K	0.52%	73
2016 Q2	$519K	Sell	15,928 -800	-5%	-$24.8K	0.55%	74
2016 Q1	$511K	Sell	16,728 -200	-1%	-$5.74K	0.53%	76
2015 Q4	$478K	Sell	16,928 -100	-0.6%	-$3.01K	0.5%	82
2015 Q3	$484K	Buy	17,028 +200	+1%	+$5.94K	0.53%	74
2015 Q2	$506K	Buy	+16,828	New	+$494K	0.51%	76
2015 Q1	–	Sell	-17,928	Closed	-$520K	–	155
2014 Q4	$520K	Buy	+17,928	New	+$491K	0.47%	74

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Godshalk Welsh Capital Management's CMCSA Position: Q4 2025 in Review

Godshalk Welsh Capital Management sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 6,434 shares — an estimated $202K sold.

Godshalk Welsh Capital Management first reported a position in CMCSA in Q4 2014 and held it in 43 quarters. The position peaked at $1.43M in Q2 2021. 2,100 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

Godshalk Welsh Capital Management reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
Godshalk Welsh Capital Management sold 6,434 Comcast shares in Q4 2025, an estimated $202K.
Godshalk Welsh Capital Management first reported a position in Comcast in Q4 2014 and held it in 43 quarters.
Godshalk Welsh Capital Management's Comcast position peaked at $1.43M in Q2 2021.
2,100 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.