SWIM
CMCSA icon

Smallwood Wealth Investment Management’s Comcast CMCSA Stock Holding History

Smallwood Wealth Investment 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 		$170K Hold
6,915
– – 0.07% 105
2026
Q1 		$199K Sell
6,915
-1,430
-17% -$42.8K 0.1% 78
2025
Q4 		$249K Hold
8,345
– – 0.13% 74
2025
Q3 		$262K Sell
8,345
-25
-0.3% -$838 0.13% 73
2025
Q2 		$299K Sell
8,370
-159
-2% -$5.5K 0.17% 63
2025
Q1 		$315K Sell
8,529
-369
-4% -$13.3K 0.2% 60
2024
Q4 		$334K Sell
8,898
-65
-0.7% -$2.7K 0.23% 60
2024
Q3 		$374K Sell
8,963
-524
-6% -$20.7K 0.27% 53
2024
Q2 		$372K Buy
9,487
+225
+2% +$8.8K 0.29% 50
2024
Q1 		$402K Buy
9,262
+750
+9% +$32.4K 0.31% 47
2023
Q4 		$373K Hold
8,512
– – 0.31% 44
2023
Q3 		$377K Sell
8,512
-150
-2% -$6.7K 0.34% 43
2023
Q2 		$360K Buy
8,662
+1
+0% +$40 0.32% 43
2023
Q1 		$328K Sell
8,661
-2,842
-25% -$107K 0.31% 47
2022
Q4 		$402K Sell
11,503
-214
-2% -$7.08K 0.34% 50
2022
Q3 		$344K Buy
11,717
+106
+0.9% +$3.96K 0.31% 54
2022
Q2 		$456K Buy
11,611
+2,792
+32% +$120K 0.46% 40
2022
Q1 		$413K Buy
8,819
+108
+1% +$5.2K 0.39% 38
2021
Q4 		$438K Buy
+8,711
New +$454K 0.41% 38

Other funds holding CMCSA

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Smallwood Wealth Investment Management's CMCSA Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Comcast (CMCSA) position steady in Q2 2026 at 6,915 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #105.

Smallwood Wealth Investment Management first reported a position in CMCSA in Q4 2021 and has held it in 19 quarters since. The position peaked at $456K in Q2 2022. 643 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Smallwood Wealth Investment Management held 6,915 shares of Comcast worth $170K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Comcast share count unchanged in Q2 2026.
  • Comcast made up 0.07% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #105 holding.
  • Smallwood Wealth Investment Management first reported a position in Comcast in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Comcast position peaked at $456K in Q2 2022.
  • 643 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.