Mark Sheptoff Financial Planning’s Comcast CMCSA Stock Holding History

Mark Sheptoff Financial Planning’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	$62.2K	Sell	2,352 -421	-15%	-$12.6K	0.03%	164
2025 Q4	$82.9K	Hold	2,773	–	–	0.04%	158
2025 Q3	$87.1K	Hold	2,773	–	–	0.04%	152
2025 Q2	$99K	Hold	2,773	–	–	0.05%	130
2025 Q1	$102K	Sell	2,773 -1,756	-39%	-$63.4K	0.06%	120
2024 Q4	$170K	Hold	4,529	–	–	0.09%	98
2024 Q3	$189K	Sell	4,529 -144	-3%	-$5.68K	0.1%	94
2024 Q2	$183K	Hold	4,673	–	–	0.1%	97
2024 Q1	$203K	Sell	4,673 -250	-5%	-$10.8K	0.11%	96
2023 Q4	$216K	Hold	4,923	–	–	0.13%	86
2023 Q3	$218K	Hold	4,923	–	–	0.14%	81
2023 Q2	$205K	Hold	4,923	–	–	0.12%	94
2023 Q1	$187K	Sell	4,923 -550	-10%	-$20.8K	0.11%	98
2022 Q4	$191K	Buy	5,473 +1,756	+47%	+$58.1K	0.11%	94
2022 Q3	$109K	Hold	3,717	–	–	0.07%	103
2022 Q2	$146K	Sell	3,717 -168	-4%	-$7.2K	0.08%	102
2022 Q1	$182K	Sell	3,885 -215	-5%	-$10.4K	0.09%	111
2021 Q4	$206K	Sell	4,100 -932	-19%	-$48.6K	0.1%	104
2021 Q3	$281K	Sell	5,032 -5,975	-54%	-$348K	0.15%	84
2021 Q2	$628K	Hold	11,007	–	–	0.34%	56
2021 Q1	$596K	Sell	11,007 -200	-2%	-$10.6K	0.34%	55
2020 Q4	$587K	Buy	11,207 +260	+2%	+$12.5K	0.33%	55
2020 Q3	$506K	Sell	10,947 -1,260	-10%	-$54.8K	0.31%	51
2020 Q2	$476K	Sell	12,207 -644	-5%	-$24.5K	0.31%	53
2020 Q1	$442K	Sell	12,851 -5,930	-32%	-$250K	0.33%	49
2019 Q4	$845K	Buy	18,781 +306	+2%	+$13.6K	0.53%	41
2019 Q3	$833K	Buy	18,475 +575	+3%	+$25.5K	0.56%	39
2019 Q2	$757K	Sell	17,900 -248	-1%	-$10.5K	0.52%	39
2019 Q1	$726K	Sell	18,148 -892	-5%	-$33.6K	0.52%	39
2018 Q4	$648K	Sell	19,040 -292	-2%	-$10.7K	0.54%	40
2018 Q3	$685K	Sell	19,332 -192	-1%	-$6.8K	0.47%	42
2018 Q2	$641K	Buy	19,524 +14,900	+322%	+$485K	0.47%	51
2018 Q1	$158K	Hold	4,624	–	–	0.11%	112
2017 Q4	$185K	Buy	4,624 +44	+1%	+$1.65K	0.12%	107
2017 Q3	$176K	Hold	4,580	–	–	0.12%	116
2017 Q2	$178K	Sell	4,580 -1	-0%	-$39	0.12%	112
2017 Q1	$172K	Sell	4,581 -357	-7%	-$13.2K	0.12%	113
2016 Q4	$170K	Hold	4,938	–	–	0.13%	110
2016 Q3	$164K	Hold	4,938	–	–	0.12%	106
2016 Q2	$161K	Hold	4,938	–	–	0.12%	101
2016 Q1	$151K	Hold	4,938	–	–	0.12%	99
2015 Q4	$139K	Buy	4,938 +1,240	+34%	+$37.3K	0.11%	112
2015 Q3	$105K	Buy	3,698 +112	+3%	+$3.33K	0.09%	128
2015 Q2	$108K	Hold	3,586	–	–	0.09%	139
2015 Q1	$101K	Hold	3,586	–	–	0.08%	137
2014 Q4	$104K	Hold	3,586	–	–	0.09%	130
2014 Q3	$96K	Sell	3,586 -482	-12%	-$13.2K	0.08%	146
2014 Q2	$109K	Hold	4,068	–	–	0.09%	136
2014 Q1	$102K	Buy	+4,068	New	+$106K	0.09%	145

Other funds holding CMCSA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mark Sheptoff Financial Planning's CMCSA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Comcast (CMCSA) stake by 15% in Q1 2026, selling an estimated $12.6K and leaving 2,352 shares worth $62.2K. The position accounts for 0.03% of the portfolio, ranked #164.

Mark Sheptoff Financial Planning first reported a position in CMCSA in Q1 2014 and has held it in 49 quarters since. The position peaked at $845K in Q4 2019. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Mark Sheptoff Financial Planning held 2,352 shares of Comcast worth $62.2K as of Q1 2026.
Mark Sheptoff Financial Planning sold 421 Comcast shares in Q1 2026, an estimated $12.6K.
Comcast made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #164 holding.
Mark Sheptoff Financial Planning first reported a position in Comcast in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Comcast position peaked at $845K in Q4 2019.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.