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Rockline Wealth Management’s Comcast CMCSA Stock Holding History

Rockline 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
Q2 		– Sell
-8,113
Closed -$233K – 109
2026
Q1 		$233K Sell
8,113
-386
-5% -$11.6K 0.05% 94
2025
Q4 		$254K Hold
8,499
– – 0.05% 84
2025
Q3 		$267K Sell
8,499
-385
-4% -$12.9K 0.06% 84
2025
Q2 		$317K Sell
8,884
-22
-0.2% -$761 0.08% 80
2025
Q1 		$329K Hold
8,906
– – 0.09% 77
2024
Q4 		$334K Sell
8,906
-22
-0.2% -$913 0.09% 80
2024
Q3 		$373K Hold
8,928
– – 0.11% 75
2024
Q2 		$350K Buy
8,928
+1,489
+20% +$58.3K 0.11% 77
2024
Q1 		$322K Hold
7,439
– – 0.11% 78
2023
Q4 		$326K Buy
+7,439
New +$319K 0.14% 75

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rockline Wealth Management's CMCSA Position: Q2 2026 in Review

Rockline Wealth Management sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 8,113 shares — an estimated $233K sold.

Rockline Wealth Management first reported a position in CMCSA in Q4 2023 and held it in 10 quarters. The position peaked at $373K in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Rockline Wealth Management reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 8,113 Comcast shares in Q2 2026, an estimated $233K.
  • Rockline Wealth Management first reported a position in Comcast in Q4 2023 and held it in 10 quarters.
  • Rockline Wealth Management's Comcast position peaked at $373K in Q3 2024.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.