Lake Street Private Wealth’s Comcast CMCSA Stock Holding History

Lake Street Private Wealth’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
2025 Q1	–	Sell	-67,623	Closed	-$2.54M	–	250
2024 Q4	$2.54M	Sell	67,623 -9,875	-13%	-$410K	0.41%	63
2024 Q3	$3.24M	Buy	77,498 +35	+0%	+$1.38K	0.52%	55
2024 Q2	$3.03M	Sell	77,463 -2,571	-3%	-$101K	0.39%	67
2024 Q1	$3.47M	Buy	80,034 +7,518	+10%	+$324K	0.48%	57
2023 Q4	$3.18M	Sell	72,516 -2,342	-3%	-$100K	0.5%	53
2023 Q3	$3.36M	Buy	74,858 +2,002	+3%	+$89.4K	0.6%	45
2023 Q2	$3.03M	Buy	72,856 +2,252	+3%	+$89.4K	0.53%	56
2023 Q1	$2.68M	Sell	70,604 -629	-0.9%	-$23.8K	0.5%	55
2022 Q4	$2.49M	Sell	71,233 -4,194	-6%	-$139K	0.52%	56
2022 Q3	$2.21M	Buy	75,427 +1,459	+2%	+$54.5K	0.51%	58
2022 Q2	$2.9M	Buy	73,968 +2,693	+4%	+$115K	0.61%	50
2022 Q1	$3.34M	Buy	71,275 +6,388	+10%	+$308K	0.6%	45
2021 Q4	$3.27M	Buy	64,887 +7,387	+13%	+$385K	0.57%	43
2021 Q3	$3.22M	Buy	57,500 +4,122	+8%	+$240K	0.78%	37
2021 Q2	$3.08M	Buy	53,378 +726	+1%	+$40.6K	0.78%	39
2021 Q1	$2.85M	Buy	52,652 +1,902	+4%	+$100K	0.79%	35
2020 Q4	$2.66M	Sell	50,750 -1,557	-3%	-$74.6K	0.77%	36
2020 Q3	$2.42M	Buy	52,307 +209	+0.4%	+$9.09K	0.81%	39
2020 Q2	$2.03M	Sell	52,098 -45	-0.1%	-$1.71K	0.75%	42
2020 Q1	$1.79M	Sell	52,143 -5,429	-9%	-$229K	0.82%	40
2019 Q4	$2.59M	Buy	57,572 +2,644	+5%	+$118K	0.99%	30
2019 Q3	$2.48M	Sell	54,928 -1,551	-3%	-$68.7K	1.13%	26
2019 Q2	$2.39M	Sell	56,479 -1,367	-2%	-$57.7K	1.41%	20
2019 Q1	$2.31M	Buy	+57,846	New	+$2.18M	1.59%	18

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Private Wealth's CMCSA Position: Q1 2025 in Review

Lake Street Private Wealth sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 67,623 shares — an estimated $2.54M sold.

Lake Street Private Wealth first reported a position in CMCSA in Q1 2019 and held it in 24 quarters. The position peaked at $3.47M in Q1 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Lake Street Private Wealth reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Lake Street Private Wealth sold 67,623 Comcast shares in Q1 2025, an estimated $2.54M.
Lake Street Private Wealth first reported a position in Comcast in Q1 2019 and held it in 24 quarters.
Lake Street Private Wealth's Comcast position peaked at $3.47M in Q1 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.