Mowery & Schoenfeld Wealth Management’s Comcast CMCSA Stock Holding History

Mowery & Schoenfeld 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	$106K	Hold	3,689	–	–	0.16%	87
2025 Q4	$110K	Sell	3,689 -162	-4%	-$4.62K	0.16%	86
2025 Q3	$121K	Hold	3,851	–	–	0.21%	71
2025 Q2	$137K	Sell	3,851 -1,658	-30%	-$57.4K	0.21%	58
2025 Q1	$203K	Buy	5,509 +857	+18%	+$30.9K	0.4%	46
2024 Q4	$175K	Buy	4,652 +557	+14%	+$23.1K	0.34%	49
2024 Q3	$171K	Sell	4,095 -1,061	-21%	-$41.9K	0.27%	41
2024 Q2	$202K	Buy	5,156 +245	+5%	+$9.59K	0.29%	36
2024 Q1	$213K	Hold	4,911	–	–	0.41%	29
2023 Q4	$215K	Buy	+4,911	New	+$210K	0.44%	33

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

Mowery & Schoenfeld Wealth Management's CMCSA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Comcast (CMCSA) position steady in Q1 2026 at 3,689 shares worth $106K. The position accounts for 0.16% of the portfolio, ranked #87.

Mowery & Schoenfeld Wealth Management first reported a position in CMCSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $215K in Q4 2023. 2,045 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 3,689 shares of Comcast worth $106K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its Comcast share count unchanged in Q1 2026.
Comcast made up 0.16% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #87 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Comcast in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Comcast position peaked at $215K in Q4 2023.
2,045 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.