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Marcum Wealth’s Comcast CMCSA Stock Holding History

Marcum 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 		$1.28M Buy
34,716
+1,713
+5% +$61.8K 0.11% 91
2024
Q4 		$1.24M Sell
33,003
-1,518
-4% -$63K 0.11% 91
2024
Q3 		$1.44M Sell
34,521
-1,090
-3% -$43K 0.13% 80
2024
Q2 		$1.39M Sell
35,611
-188
-0.5% -$7.36K 0.14% 79
2024
Q1 		$1.55M Sell
35,799
-4,243
-11% -$183K 0.16% 68
2023
Q4 		$1.76M Buy
40,042
+146
+0.4% +$6.26K 0.19% 58
2023
Q3 		$1.77M Sell
39,896
-123
-0.3% -$5.49K 0.21% 50
2023
Q2 		$1.66M Sell
40,019
-307
-0.8% -$12.2K 0.2% 54
2023
Q1 		$1.53M Buy
40,326
+9,543
+31% +$361K 0.19% 61
2022
Q4 		$1.08M Sell
30,783
-12,413
-29% -$411K 0.14% 78
2022
Q3 		$1.27M Buy
43,196
+243
+0.6% +$9.09K 0.19% 61
2022
Q2 		$1.69M Buy
42,953
+2,609
+6% +$112K 0.25% 48
2022
Q1 		$1.89M Buy
40,344
+2,660
+7% +$128K 0.26% 46
2021
Q4 		$1.9M Sell
37,684
-787
-2% -$41K 0.26% 48
2021
Q3 		$2.15M Buy
38,471
+2,675
+7% +$156K 0.34% 34
2021
Q2 		$2.04M Sell
35,796
-1,375
-4% -$76.9K 0.33% 33
2021
Q1 		$2.01M Buy
37,171
+26,555
+250% +$1.4M 0.33% 35
2020
Q4 		$556K Buy
10,616
+3,693
+53% +$177K 0.13% 59
2020
Q3 		$320K Sell
6,923
-117
-2% -$5.09K 0.1% 77
2020
Q2 		$274K Sell
7,040
-216
-3% -$8.23K 0.08% 90
2020
Q1 		$249K Buy
7,256
+2,000
+38% +$84.4K 0.1% 74
2019
Q4 		$236K Buy
+5,256
New +$234K 0.09% 90

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's CMCSA Position: Q1 2025 in Review

Marcum Wealth increased its Comcast (CMCSA) stake by 5.2% in Q1 2025, buying an estimated $61.8K and bringing the position to 34,716 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #91.

Marcum Wealth first reported a position in CMCSA in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.15M in Q3 2021. 2,356 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

  • Marcum Wealth held 34,716 shares of Comcast worth $1.28M as of Q1 2025.
  • Marcum Wealth bought 1,713 Comcast shares in Q1 2025, an estimated $61.8K.
  • Comcast made up 0.11% of Marcum Wealth's portfolio in Q1 2025, its #91 holding.
  • Marcum Wealth first reported a position in Comcast in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Comcast position peaked at $2.15M in Q3 2021.
  • 2,356 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.