Walter & Keenan Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$347K Sell
12,098
-3,765
-24% -$113K 0.1% 126
2025
Q4
$474K Sell
15,863
-12,789
-45% -$365K 0.13% 107
2025
Q3
$900K Sell
28,652
-3,007
-9% -$101K 0.25% 79
2025
Q2
$1.13M Sell
31,659
-3,422
-10% -$118K 0.33% 66
2025
Q1
$1.29M Sell
35,081
-4,356
-11% -$157K 0.39% 65
2024
Q4
$1.48M Sell
39,437
-49,206
-56% -$2.04M 0.45% 59
2024
Q3
$3.7M Sell
88,643
-4,873
-5% -$192K 1.12% 22
2024
Q2
$3.66M Sell
93,516
-1,592
-2% -$62.3K 1.17% 21
2024
Q1
$4.12M Sell
95,108
-2
-0% -$86 1.35% 20
2023
Q4
$4.17M Buy
95,110
+150
+0.2% +$6.43K 1.49% 18
2023
Q3
$4.21M Buy
94,960
+153
+0.2% +$6.83K 1.64% 16
2023
Q2
$3.94M Sell
94,807
-1,833
-2% -$72.8K 1.45% 18
2023
Q1
$3.66M Sell
96,640
-13,339
-12% -$504K 1.39% 20
2022
Q4
$3.85M Buy
109,979
+3,565
+3% +$118K 1.51% 20
2022
Q3
$3.12M Buy
106,414
+647
+0.6% +$24.2K 1.32% 22
2022
Q2
$4.15M Buy
105,767
+4,772
+5% +$205K 1.64% 17
2022
Q1
$4.73M Buy
100,995
+2,275
+2% +$110K 1.61% 19
2021
Q4
$4.97M Sell
98,720
-2,500
-2% -$130K 1.61% 17
2021
Q3
$5.66M Sell
101,220
-1,686
-2% -$98.3K 1.92% 14
2021
Q2
$5.87M Sell
102,906
-135
-0.1% -$7.55K 2.02% 13
2021
Q1
$5.58M Sell
103,041
-8,928
-8% -$472K 1.97% 13
2020
Q4
$5.87M Buy
111,969
+493
+0.4% +$23.6K 2.12% 13
2020
Q3
$5.16M Sell
111,476
-7,040
-6% -$306K 2.04% 14
2020
Q2
$4.62M Buy
+118,516
New +$4.51M 1.87% 16
2020
Q1
Sell
-113,226
Closed -$5.09M 129
2019
Q4
$5.09M Buy
113,226
+10,570
+10% +$471K 1.96% 15
2019
Q3
$4.63M Buy
102,656
+10,378
+11% +$460K 1.76% 18
2019
Q2
$3.9M Hold
92,278
1.72% 19
2019
Q1
$3.69M Sell
92,278
-565
-0.6% -$21.3K 1.62% 19
2018
Q4
$3.16M Buy
92,843
+2,500
+3% +$91.3K 1.42% 23
2018
Q3
$3.2K Sell
90,343
-2,020
-2% -$71.5K 0.96% 22
2018
Q2
$3.03M Buy
92,363
+37,545
+68% +$1.22M 1.3% 23
2018
Q1
$1.87M Buy
54,818
+2,700
+5% +$105K 0.81% 38
2017
Q4
$2.09M Hold
52,118
0.88% 34
2017
Q3
$2.01M Hold
52,118
0.93% 32
2017
Q2
$2.03M Hold
52,118
1.02% 30
2017
Q1
$1.96M Sell
52,118
-5,160
-9% -$191K 1.02% 31
2016
Q4
$1.98M Hold
57,278
1.05% 31
2016
Q3
$1.9M Hold
57,278
1.05% 31
2016
Q2
$1.87M Sell
57,278
-224
-0.4% -$6.96K 1.04% 34
2016
Q1
$1.76M Sell
57,502
-10,000
-15% -$287K 1.01% 32
2015
Q4
$1.91M Sell
67,502
-9,564
-12% -$288K 1.11% 31
2015
Q3
$2.19M Buy
77,066
+224
+0.3% +$6.65K 1.35% 23
2015
Q2
$2.31M Hold
76,842
1.34% 25
2015
Q1
$2.17M Hold
76,842
1.23% 26
2014
Q4
$2.23M Sell
76,842
-224
-0.3% -$6.14K 1.27% 26
2014
Q3
$2.07M Hold
77,066
1.21% 22
2014
Q2
$2.07M Hold
77,066
1.08% 28
2014
Q1
$1.93M Buy
+77,066
New +$2.01M 1.06% 31

Other funds holding CMCSA

Walter & Keenan Wealth Management's CMCSA Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Comcast (CMCSA) stake by 24% in Q1 2026, selling an estimated $113K and leaving 12,098 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #126.

Walter & Keenan Wealth Management first reported a position in CMCSA in Q1 2014 and has held it in 48 quarters since. The position peaked at $5.87M in Q2 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Walter & Keenan Wealth Management held 12,098 shares of Comcast worth $347K as of Q1 2026.
  • Walter & Keenan Wealth Management sold 3,765 Comcast shares in Q1 2026, an estimated $113K.
  • Comcast made up 0.1% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Walter & Keenan Wealth Management first reported a position in Comcast in Q1 2014 and has held it in 48 quarters since.
  • Walter & Keenan Wealth Management's Comcast position peaked at $5.87M in Q2 2021.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.