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
Q2
$4.34M Buy
176,863
+8,540
+5% +$220K 0.34% 76
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
-223,000
Closed -$9.78M 121
2023
Q4
$9.78M Buy
223,000
+51,374
+30% +$2.2M 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

IBEX Wealth Advisors's CMCSA Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Comcast (CMCSA) stake by 5.1% in Q2 2026, buying an estimated $220K and bringing the position to 176,863 shares worth $4.34M. The position accounts for 0.34% of the portfolio, ranked #76.

IBEX Wealth Advisors first reported a position in CMCSA in Q3 2016 and has held it in 27 quarters since. The position peaked at $9.78M in Q4 2023. 1,893 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • IBEX Wealth Advisors held 176,863 shares of Comcast worth $4.34M as of Q2 2026.
  • IBEX Wealth Advisors bought 8,540 Comcast shares in Q2 2026, an estimated $220K.
  • Comcast made up 0.34% of IBEX Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • IBEX Wealth Advisors first reported a position in Comcast in Q3 2016 and has held it in 27 quarters since.
  • IBEX Wealth Advisors's Comcast position peaked at $9.78M in Q4 2023.
  • 1,893 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.