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SFMG Wealth Advisors’s Comcast CMCSA Stock Holding History

SFMG Wealth Advisors’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
Q2 		– Sell
-7,636
Closed -$282K – 286
2025
Q1 		$282K Sell
7,636
-13
-0.2% -$469 0.02% 208
2024
Q4 		$287K Sell
7,649
-17
-0.2% -$706 0.02% 204
2024
Q3 		$320K Sell
7,666
-95,844
-93% -$3.78M 0.03% 195
2024
Q2 		$4.05M Sell
103,510
-204
-0.2% -$7.98K 0.35% 39
2024
Q1 		$4.5M Buy
103,714
+2,692
+3% +$116K 0.39% 38
2023
Q4 		$4.43M Buy
101,022
+2,581
+3% +$111K 0.41% 33
2023
Q3 		$4.36M Buy
98,441
+3,880
+4% +$173K 0.45% 31
2023
Q2 		$3.93M Buy
94,561
+1,958
+2% +$77.8K 0.4% 32
2023
Q1 		$3.51M Buy
92,603
+7,115
+8% +$269K 0.38% 35
2022
Q4 		$2.99M Sell
85,488
-10,534
-11% -$348K 0.33% 44
2022
Q3 		$2.75M Buy
96,022
+6,439
+7% +$241K 0.32% 42
2022
Q2 		$3.52M Buy
89,583
+6,315
+8% +$271K 0.41% 34
2022
Q1 		$3.9M Buy
83,268
+8,633
+12% +$416K 0.39% 40
2021
Q4 		$3.76M Buy
74,635
+7,559
+11% +$394K 0.37% 40
2021
Q3 		$3.75M Buy
67,076
+7,368
+12% +$430K 0.42% 33
2021
Q2 		$3.4M Buy
59,708
+2,565
+4% +$143K 0.38% 35
2021
Q1 		$3.09M Buy
57,143
+4,138
+8% +$219K 0.36% 36
2020
Q4 		$2.78M Buy
53,005
+24,256
+84% +$1.16M 0.35% 40
2020
Q3 		$1.33M Buy
28,749
+794
+3% +$34.5K 0.18% 53
2020
Q2 		$1.09M Buy
27,955
+18,888
+208% +$719K 0.16% 54
2020
Q1 		$312K Buy
9,067
+3,222
+55% +$136K 0.05% 94
2019
Q4 		$263K Buy
5,845
+163
+3% +$7.26K 0.03% 139
2019
Q3 		$256K Buy
+5,682
New +$252K 0.03% 126

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

SFMG Wealth Advisors's CMCSA Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 7,636 shares — an estimated $282K sold.

SFMG Wealth Advisors first reported a position in CMCSA in Q3 2019 and held it in 23 quarters. The position peaked at $4.5M in Q1 2024. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 7,636 Comcast shares in Q2 2025, an estimated $282K.
  • SFMG Wealth Advisors first reported a position in Comcast in Q3 2019 and held it in 23 quarters.
  • SFMG Wealth Advisors's Comcast position peaked at $4.5M in Q1 2024.
  • 2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.