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LGWM
Litman Gregory Wealth Management’s
Comcast
CMCSA
Stock Holding History
Litman Gregory Wealth Management’s Portfolio
CMCSA Stock Details
CMCSA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
$359
Buy
+12
New
+$342
﹤0.01%
348
2021
Q2
–
Sell
-24
Closed
-$1K
–
89
2021
Q1
$1K
Hold
24
–
–
﹤0.01%
185
2020
Q4
$1K
Hold
24
–
–
﹤0.01%
185
2020
Q3
$1K
Hold
24
–
–
﹤0.01%
199
2020
Q2
$1K
Hold
24
–
–
﹤0.01%
165
2020
Q1
$1K
Sell
24
-53
-69%
-$2.24K
﹤0.01%
158
2019
Q4
$3K
Sell
77
-333
-81%
-$14.8K
﹤0.01%
189
2019
Q3
$18K
Sell
410
-335
-45%
-$14.8K
﹤0.01%
118
2019
Q2
$31K
Buy
+745
New
+$31.4K
0.01%
113
2019
Q1
–
Sell
-872
Closed
-$30K
–
136
2018
Q4
$30K
Buy
+872
New
+$31.8K
0.01%
85
2018
Q2
–
Sell
-1,800
Closed
-$62K
–
108
2018
Q1
$62K
Buy
+1,800
New
+$69.8K
0.03%
80
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
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
Norges Bank
Oslo, Norway
$935B AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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