HWA
CMCSA icon

Heritage Wealth Advisors’s Comcast CMCSA Stock Holding History

Heritage Wealth Advisors’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 		$57K Sell
1,986
-1,033
-34% -$30.9K ﹤0.01% 310
2025
Q4 		$90.2K Sell
3,019
-770
-20% -$22K ﹤0.01% 271
2025
Q3 		$119K Sell
3,789
-1,256,237
-100% -$42.1M 0.01% 241
2025
Q2 		$45M Buy
1,260,026
+142,505
+13% +$4.93M 2.14% 17
2025
Q1 		$41.2M Sell
1,117,521
-82,615
-7% -$2.98M 2.09% 20
2024
Q4 		$45M Buy
1,200,136
+87,941
+8% +$3.65M 2.23% 18
2024
Q3 		$46.5M Buy
1,112,195
+9,255
+0.8% +$365K 2.18% 19
2024
Q2 		$43.2M Buy
1,102,940
+91,289
+9% +$3.57M 1.95% 18
2024
Q1 		$43.9M Buy
1,011,651
+80,535
+9% +$3.47M 2% 18
2023
Q4 		$40.8M Sell
931,116
-27,556
-3% -$1.18M 2.03% 16
2023
Q3 		$42.5M Buy
958,672
+22,910
+2% +$1.02M 2.32% 12
2023
Q2 		$38.9M Buy
935,762
+18,657
+2% +$741K 2.06% 19
2023
Q1 		$34.8M Buy
917,105
+54,974
+6% +$2.08M 1.94% 19
2022
Q4 		$30.1M Buy
862,131
+71,310
+9% +$2.36M 1.75% 18
2022
Q3 		$23.2M Buy
790,821
+70,870
+10% +$2.65M 1.68% 23
2022
Q2 		$28.3M Buy
719,951
+257,576
+56% +$11M 1.96% 16
2022
Q1 		$21.6M Buy
462,375
+75,755
+20% +$3.65M 1.2% 20
2021
Q4 		$19.5M Buy
386,620
+41,654
+12% +$2.17M 1.07% 21
2021
Q3 		$19.3M Buy
344,966
+17,350
+5% +$1.01M 1.18% 17
2021
Q2 		$18.7M Buy
327,616
+38,360
+13% +$2.14M 1.15% 14
2021
Q1 		$15.7M Buy
289,256
+28,233
+11% +$1.49M 0.94% 19
2020
Q4 		$13.7M Buy
261,023
+19,625
+8% +$940K 0.85% 18
2020
Q3 		$11.2M Buy
241,398
+3,580
+2% +$156K 1.44% 19
2020
Q2 		$9.27M Buy
237,818
+95,449
+67% +$3.64M 1.3% 22
2020
Q1 		$4.89M Buy
142,369
+124,545
+699% +$5.25M 0.88% 22
2019
Q4 		$802K Buy
17,824
+4,673
+36% +$208K 0.11% 75
2019
Q3 		$592K Buy
13,151
+7,181
+120% +$318K 0.09% 88
2019
Q2 		$252K Buy
5,970
+300
+5% +$12.7K 0.04% 129
2019
Q1 		$227K Sell
5,670
-236
-4% -$8.88K 0.04% 122
2018
Q4 		$201K Hold
5,906
– – 0.04% 121
2018
Q3 		$209K Buy
+5,906
New +$209K 0.04% 119
2018
Q2 		– Sell
-5,974
Closed -$203K – 117
2018
Q1 		$203K Buy
5,974
+105
+2% +$4.07K 0.08% 112
2017
Q4 		$233K Buy
5,869
+178
+3% +$6.69K 0.1% 106
2017
Q3 		$219K Buy
+5,691
New +$224K 0.11% 99
2016
Q4 		– Sell
-10,344
Closed -$342K – 86
2016
Q3 		$342K Sell
10,344
-7,800
-43% -$260K 0.24% 57
2016
Q2 		$590K Buy
18,144
+3,010
+20% +$93.5K 0.4% 36
2016
Q1 		$462K Hold
15,134
– – 0.36% 38
2015
Q4 		$426K Buy
15,134
+68
+0.5% +$2.05K 0.36% 42
2015
Q3 		$429K Buy
15,066
+400
+3% +$11.9K 0.37% 38
2015
Q2 		$440K Hold
14,666
– – 0.37% 51
2015
Q1 		$414K Sell
14,666
-1,100
-7% -$31.6K 0.34% 53
2014
Q4 		$457K Buy
+15,766
New +$432K 0.41% 52

Other funds holding CMCSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Wealth Advisors's CMCSA Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Comcast (CMCSA) stake by 34% in Q1 2026, selling an estimated $30.9K and leaving 1,986 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Heritage Wealth Advisors first reported a position in CMCSA in Q4 2014 and has held it in 42 quarters since. The position peaked at $46.5M in Q3 2024. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Heritage Wealth Advisors held 1,986 shares of Comcast worth $57K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,033 Comcast shares in Q1 2026, an estimated $30.9K.
  • Comcast made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #310 holding.
  • Heritage Wealth Advisors first reported a position in Comcast in Q4 2014 and has held it in 42 quarters since.
  • Heritage Wealth Advisors's Comcast position peaked at $46.5M in Q3 2024.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.