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Iams Wealth Management’s Comcast CMCSA Stock Holding History

Iams 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
2023
Q3 		– Sell
-78,912
Closed -$3.27M – 130
2023
Q2 		$3.27M Buy
+78,912
New +$3.13M 1.19% 20

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

Iams Wealth Management reduced its Comcast (CMCSA) stake by 19% in Q2 2026, selling an estimated $324K and leaving 53,839 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #73.

Iams Wealth Management first reported a position in CMCSA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q1 2025. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Iams Wealth Management held 53,839 shares of Comcast worth $1.32M as of Q2 2026.
  • Iams Wealth Management sold 12,536 Comcast shares in Q2 2026, an estimated $324K.
  • Comcast made up 0.4% of Iams Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Iams Wealth Management first reported a position in Comcast in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Comcast position peaked at $2.05M in Q1 2025.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.