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Walled Lake Planning & Wealth Management’s Comcast CMCSA Stock Holding History

Walled Lake Planning & 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
-7,560
Closed -$217K – 143
2026
Q1 		$217K Sell
7,560
-172
-2% -$5.15K 0.06% 123
2025
Q4 		$231K Sell
7,732
-154
-2% -$4.39K 0.07% 122
2025
Q3 		$248K Buy
7,886
+64
+0.8% +$2.15K 0.08% 120
2025
Q2 		$279K Buy
7,822
+66
+0.9% +$2.28K 0.09% 110
2025
Q1 		$286K Buy
7,756
+55
+0.7% +$1.98K 0.1% 104
2024
Q4 		$289K Sell
7,701
-810
-10% -$33.6K 0.11% 110
2024
Q3 		$356K Buy
+8,511
New +$336K 0.13% 88
2021
Q4 		– Sell
-2,143
Closed -$120K – 140
2021
Q3 		$120K Buy
2,143
+5
+0.2% +$292 0.07% 105
2021
Q2 		$122K Buy
2,138
+305
+17% +$17.1K 0.08% 99
2021
Q1 		$99K Buy
1,833
+5
+0.3% +$264 0.07% 108
2020
Q4 		$96K Buy
1,828
+5
+0.3% +$240 0.07% 103
2020
Q3 		$84K Buy
1,823
+6
+0.3% +$261 0.07% 101
2020
Q2 		$71K Buy
1,817
+6
+0.3% +$229 0.06% 98
2020
Q1 		$62K Buy
1,811
+5
+0.3% +$211 0.06% 93
2019
Q4 		$81K Buy
+1,806
New +$80.4K 0.06% 96

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

Walled Lake Planning & Wealth Management's CMCSA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 7,560 shares — an estimated $217K sold.

Walled Lake Planning & Wealth Management first reported a position in CMCSA in Q4 2019 and held it in 15 quarters. The position peaked at $356K in Q3 2024. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Walled Lake Planning & Wealth Management reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7,560 Comcast shares in Q2 2026, an estimated $217K.
  • Walled Lake Planning & Wealth Management first reported a position in Comcast in Q4 2019 and held it in 15 quarters.
  • Walled Lake Planning & Wealth Management's Comcast position peaked at $356K in Q3 2024.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.