Institute for Wealth Management’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 | $552K | Sell |
22,490
-7,157
| -24% | -$185K | 0.05% | 306 |
|
|
2026
Q1 | $851K | Sell |
29,647
-254
| -0.8% | -$7.6K | 0.09% | 223 |
|
|
2025
Q4 | $894K | Sell |
29,901
-1,534
| -5% | -$43.8K | 0.09% | 217 |
|
|
2025
Q3 | $988K | Buy |
31,435
+2,885
| +10% | +$96.7K | 0.1% | 200 |
|
|
2025
Q2 | $1.02M | Sell |
28,550
-451
| -2% | -$15.6K | 0.11% | 192 |
|
|
2025
Q1 | $1.07M | Sell |
29,001
-245
| -0.8% | -$8.84K | 0.14% | 172 |
|
|
2024
Q4 | $1.1M | Sell |
29,246
-431
| -1% | -$17.9K | 0.14% | 156 |
|
|
2024
Q3 | $1.24M | Sell |
29,677
-109
| -0.4% | -$4.3K | 0.16% | 147 |
|
|
2024
Q2 | $1.17M | Sell |
29,786
-509
| -2% | -$19.9K | 0.16% | 144 |
|
|
2024
Q1 | $1.31M | Sell |
30,295
-92
| -0.3% | -$3.97K | 0.17% | 129 |
|
|
2023
Q4 | $1.33M | Sell |
30,387
-388
| -1% | -$16.6K | 0.22% | 114 |
|
|
2023
Q3 | $1.36M | Sell |
30,775
-586
| -2% | -$26.2K | 0.25% | 99 |
|
|
2023
Q2 | $1.3M | Buy |
31,361
+45
| +0.1% | +$1.79K | 0.22% | 114 |
|
|
2023
Q1 | $1.19M | Sell |
31,316
-493
| -2% | -$18.6K | 0.23% | 115 |
|
|
2022
Q4 | $1.11M | Sell |
31,809
-3,025
| -9% | -$100K | 0.23% | 118 |
|
|
2022
Q3 | $1.02M | Sell |
34,834
-12,218
| -26% | -$457K | 0.23% | 114 |
|
|
2022
Q2 | $1.85M | Buy |
47,052
+8,000
| +20% | +$343K | 0.36% | 65 |
|
|
2022
Q1 | $1.83M | Buy |
39,052
+4,610
| +13% | +$222K | 0.3% | 83 |
|
|
2021
Q4 | $1.73M | Sell |
34,442
-87
| -0.3% | -$4.53K | 0.28% | 86 |
|
|
2021
Q3 | $1.93M | Buy |
34,529
+437
| +1% | +$25.5K | 0.34% | 73 |
|
|
2021
Q2 | $1.94M | Sell |
34,092
-160
| -0.5% | -$8.95K | 0.34% | 71 |
|
|
2021
Q1 | $1.85M | Buy |
34,252
+285
| +0.8% | +$15.1K | 0.35% | 74 |
|
|
2020
Q4 | $1.78M | Buy |
33,967
+513
| +2% | +$24.6K | 0.35% | 70 |
|
|
2020
Q3 | $1.55M | Sell |
33,454
-936
| -3% | -$40.7K | 0.35% | 72 |
|
|
2020
Q2 | $1.34M | Buy |
34,390
+1,231
| +4% | +$46.9K | 0.33% | 82 |
|
|
2020
Q1 | $1.14M | Buy |
33,159
+4,998
| +18% | +$211K | 0.35% | 76 |
|
|
2019
Q4 | $1.27M | Buy |
28,161
+2,149
| +8% | +$95.7K | 0.29% | 92 |
|
|
2019
Q3 | $1.17M | Sell |
26,012
-2,713
| -9% | -$120K | 0.3% | 94 |
|
|
2019
Q2 | $1.21M | Sell |
28,725
-1,270
| -4% | -$53.6K | 0.27% | 102 |
|
|
2019
Q1 | $1.2M | Buy |
29,995
+913
| +3% | +$34.4K | 0.26% | 107 |
|
|
2018
Q4 | $990K | Buy |
29,082
+4,418
| +18% | +$161K | 0.41% | 74 |
|
|
2018
Q3 | $873K | Buy |
24,664
+1,230
| +5% | +$43.5K | 0.29% | 114 |
|
|
2018
Q2 | $768K | Buy |
23,434
+3,533
| +18% | +$115K | 0.24% | 130 |
|
|
2018
Q1 | $624K | Buy |
19,901
+633
| +3% | +$24.6K | 0.18% | 171 |
|
|
2017
Q4 | $759K | Sell |
19,268
-2,863
| -13% | -$108K | 0.18% | 169 |
|
|
2017
Q3 | $847K | Buy |
22,131
+2,629
| +13% | +$104K | 0.28% | 128 |
|
|
2017
Q2 | $758K | Buy |
+19,502
| New | +$769K | 0.21% | 153 |
|
|
2013
Q3 | – | Sell |
-44
| Closed | -$1K | – | 75 |
|
|
2013
Q2 | $1K | Buy |
+44
| New | +$909 | ﹤0.01% | 115 |
|
Other funds holding CMCSA
Institute for Wealth Management's CMCSA Position: Q2 2026 in Review
Institute for Wealth Management reduced its Comcast (CMCSA) stake by 24% in Q2 2026, selling an estimated $185K and leaving 22,490 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #306.
Institute for Wealth Management first reported a position in CMCSA in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.94M in Q2 2021. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.
- Institute for Wealth Management held 22,490 shares of Comcast worth $552K as of Q2 2026.
- Institute for Wealth Management sold 7,157 Comcast shares in Q2 2026, an estimated $185K.
- Comcast made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #306 holding.
- Institute for Wealth Management first reported a position in Comcast in Q2 2013 and has held it in 38 quarters since.
- Institute for Wealth Management's Comcast position peaked at $1.94M in Q2 2021.
- 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.