Wallace Advisory Group’s Comcast CMCSA Stock Holding History

Wallace Advisory Group’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 Q1	–	Sell	-4,877	Closed	-$204K	–	189
2024 Q4	$204K	Buy	+4,877	New	+$202K	0.14%	172
2024 Q2	–	Sell	-4,672	Closed	-$205K	–	180
2024 Q1	$205K	Sell	4,672 -1,125	-19%	-$48.5K	0.15%	162
2023 Q4	$257K	Buy	5,797 +8	+0.1%	+$343	0.2%	122
2023 Q3	$241K	Buy	5,789 +285	+5%	+$12.7K	0.17%	143
2023 Q2	$209K	Hold	5,504	–	–	0.16%	158
2023 Q1	$209K	Buy	+5,504	New	+$208K	0.16%	158

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wallace Advisory Group's CMCSA Position: Q1 2025 in Review

Wallace Advisory Group sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 4,877 shares — an estimated $204K sold.

Wallace Advisory Group first reported a position in CMCSA in Q1 2023 and held it in 6 quarters. The position peaked at $257K in Q4 2023. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Wallace Advisory Group reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Wallace Advisory Group sold 4,877 Comcast shares in Q1 2025, an estimated $204K.
Wallace Advisory Group first reported a position in Comcast in Q1 2023 and held it in 6 quarters.
Wallace Advisory Group's Comcast position peaked at $257K in Q4 2023.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Wallace Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.