IBEX Wealth Advisors’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 | $4.83M | Buy |
168,323
+15,941
| +10% | +$477K | 0.45% | 71 |
|
|
2025
Q4 | $4.55M | Buy |
+152,382
| New | +$4.35M | 0.45% | 72 |
|
|
2025
Q1 | – | Sell |
-191,555
| Closed | -$7.19M | – | 135 |
|
|
2024
Q4 | $7.19M | Buy |
+191,555
| New | +$7.95M | 0.85% | 37 |
|
|
2024
Q3 | – | Sell |
-180,007
| Closed | -$7.05M | – | 104 |
|
|
2024
Q2 | $7.05M | Buy |
+180,007
| New | +$7.04M | 1.1% | 25 |
|
|
2024
Q1 | – | Sell |
-223
| Closed | -$9.78K | – | 121 |
|
|
2023
Q4 | $9.78K | Sell |
223
-171,403
| -100% | -$7.35M | 2.13% | 9 |
|
|
2023
Q3 | $7.61M | Buy |
+171,626
| New | +$7.66M | 1.94% | 10 |
|
|
2023
Q1 | $5.01M | Buy |
+132,188
| New | +$5M | 1.3% | 31 |
|
|
2022
Q1 | – | Sell |
-154,713
| Closed | -$7.79M | – | 180 |
|
|
2021
Q4 | $7.79M | Buy |
154,713
+8,839
| +6% | +$461K | 1.38% | 16 |
|
|
2021
Q3 | $8.16M | Buy |
145,874
+2,547
| +2% | +$149K | 1.57% | 7 |
|
|
2021
Q2 | $8.17M | Buy |
143,327
+2,774
| +2% | +$155K | 1.63% | 9 |
|
|
2021
Q1 | $7.61M | Buy |
140,553
+2,088
| +2% | +$110K | 1.88% | 7 |
|
|
2020
Q4 | $7.26M | Sell |
138,465
-17,260
| -11% | -$827K | 1.9% | 10 |
|
|
2020
Q3 | $7.2M | Sell |
155,725
-418
| -0.3% | -$18.2K | 2.09% | 7 |
|
|
2020
Q2 | $6.09M | Sell |
156,143
-25,034
| -14% | -$953K | 1.96% | 10 |
|
|
2020
Q1 | $6.23M | Buy |
181,177
+22,176
| +14% | +$936K | 2.42% | 5 |
|
|
2019
Q4 | $7.15M | Buy |
159,001
+37,066
| +30% | +$1.65M | 2.19% | 11 |
|
|
2019
Q3 | $5.5M | Buy |
121,935
+1,031
| +0.9% | +$45.7K | 1.82% | 13 |
|
|
2019
Q2 | $5.11M | Buy |
120,904
+14,023
| +13% | +$592K | 1.47% | 15 |
|
|
2019
Q1 | $4.27M | Buy |
106,881
+83,506
| +357% | +$3.14M | 1.5% | 17 |
|
|
2018
Q4 | $796K | Buy |
+23,375
| New | +$853K | 0.36% | 63 |
|
|
2018
Q1 | – | Sell |
-134,618
| Closed | -$5.45M | – | 95 |
|
|
2017
Q4 | $5.45M | Buy |
134,618
+2,037
| +2% | +$76.6K | 2.41% | 10 |
|
|
2017
Q3 | $5.01M | Buy |
132,581
+2,930
| +2% | +$115K | 1.86% | 12 |
|
|
2017
Q2 | $5.03M | Buy |
129,651
+8,459
| +7% | +$333K | 1.98% | 11 |
|
|
2017
Q1 | $4.53M | Buy |
121,192
+3,606
| +3% | +$134K | 2.79% | 5 |
|
|
2016
Q4 | $4.33M | Buy |
117,586
+10,012
| +9% | +$334K | 2.07% | 6 |
|
|
2016
Q3 | $3.57M | Buy |
+107,574
| New | +$3.58M | 1.96% | 12 |
|
Other funds holding CMCSA
VCM
VPM
IBEX Wealth Advisors's CMCSA Position: Q1 2026 in Review
IBEX Wealth Advisors increased its Comcast (CMCSA) stake by 10% in Q1 2026, buying an estimated $477K and bringing the position to 168,323 shares worth $4.83M. The position accounts for 0.45% of the portfolio, ranked #71.
IBEX Wealth Advisors first reported a position in CMCSA in Q3 2016 and has held it in 26 quarters since. The position peaked at $8.17M in Q2 2021. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.
- IBEX Wealth Advisors held 168,323 shares of Comcast worth $4.83M as of Q1 2026.
- IBEX Wealth Advisors bought 15,941 Comcast shares in Q1 2026, an estimated $477K.
- Comcast made up 0.45% of IBEX Wealth Advisors's portfolio in Q1 2026, its #71 holding.
- IBEX Wealth Advisors first reported a position in Comcast in Q3 2016 and has held it in 26 quarters since.
- IBEX Wealth Advisors's Comcast position peaked at $8.17M in Q2 2021.
- 2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.