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Jeppson Wealth Management’s Comcast CMCSA Stock Holding History

Jeppson 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
2026
Q1 		$273K Sell
9,522
-374
-4% -$11.2K 0.09% 186
2025
Q4 		$296K Sell
9,896
-6,188
-38% -$177K 0.09% 169
2025
Q3 		$505K Sell
16,084
-951
-6% -$31.9K 0.16% 120
2025
Q2 		$608K Sell
17,035
-1,333
-7% -$46.1K 0.21% 105
2025
Q1 		$678K Sell
18,368
-57
-0.3% -$2.06K 0.25% 92
2024
Q4 		$691K Sell
18,425
-786
-4% -$32.6K 0.25% 89
2024
Q3 		$802K Buy
19,211
+201
+1% +$7.93K 0.29% 85
2024
Q2 		$744K Sell
19,010
-124
-0.6% -$4.85K 0.28% 84
2024
Q1 		$829K Sell
19,134
-331
-2% -$14.3K 0.32% 80
2023
Q4 		$854K Sell
19,465
-8
-0% -$343 0.35% 79
2023
Q3 		$863K Buy
19,473
+150
+0.8% +$6.7K 0.4% 70
2023
Q2 		$803K Sell
19,323
-226
-1% -$8.98K 0.35% 75
2023
Q1 		$741K Sell
19,549
-618
-3% -$23.4K 0.32% 75
2022
Q4 		$705K Buy
20,167
+7,766
+63% +$257K 0.3% 76
2022
Q3 		$364K Buy
12,401
+3,157
+34% +$118K 0.17% 122
2022
Q2 		$363K Buy
9,244
+2,228
+32% +$95.5K 0.16% 122
2022
Q1 		$328K Buy
7,016
+799
+13% +$38.5K 0.15% 122
2021
Q4 		$313K Buy
6,217
+1,747
+39% +$91.1K 0.15% 120
2021
Q3 		$250K Hold
4,470
– – 0.13% 129
2021
Q2 		$254K Sell
4,470
-100
-2% -$5.59K 0.14% 126
2021
Q1 		$247K Hold
4,570
– – 0.15% 123
2020
Q4 		$239K Hold
4,570
– – 0.16% 119
2020
Q3 		$211K Buy
+4,570
New +$199K 0.17% 109

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

Jeppson Wealth Management's CMCSA Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Comcast (CMCSA) stake by 3.8% in Q1 2026, selling an estimated $11.2K and leaving 9,522 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #186.

Jeppson Wealth Management first reported a position in CMCSA in Q3 2020 and has held it in 23 quarters since. The position peaked at $863K in Q3 2023. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Jeppson Wealth Management held 9,522 shares of Comcast worth $273K as of Q1 2026.
  • Jeppson Wealth Management sold 374 Comcast shares in Q1 2026, an estimated $11.2K.
  • Comcast made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Jeppson Wealth Management first reported a position in Comcast in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Comcast position peaked at $863K in Q3 2023.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.