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WealthPlan Investment Management’s Comcast CMCSA Stock Holding History

WealthPlan 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 		$246K Buy
10,030
+161
+2% +$4.16K 0.01% 423
2026
Q1 		$283K Buy
9,869
+744
+8% +$22.3K 0.02% 402
2025
Q4 		$273K Sell
9,125
-2,002
-18% -$57.1K 0.02% 324
2025
Q3 		$350K Buy
11,127
+865
+8% +$29K 0.02% 258
2025
Q2 		$366K Buy
10,262
+955
+10% +$33K 0.03% 269
2025
Q1 		$343K Buy
9,307
+859
+10% +$31K 0.03% 207
2024
Q4 		$317K Sell
8,448
-724
-8% -$30.1K 0.03% 212
2024
Q3 		$383K Buy
9,172
+75
+0.8% +$2.96K 0.04% 175
2024
Q2 		$356K Buy
9,097
+69
+0.8% +$2.7K 0.05% 139
2024
Q1 		$391K Buy
9,028
+57
+0.6% +$2.46K 0.06% 133
2023
Q4 		$393K Buy
8,971
+55
+0.6% +$2.36K 0.06% 135
2023
Q3 		$395K Buy
8,916
+2,693
+43% +$120K 0.07% 129
2023
Q2 		$259K Sell
6,223
-1,266
-17% -$50.3K 0.08% 121
2023
Q1 		$284K Sell
7,489
-8,054
-52% -$305K 0.05% 142
2022
Q4 		$608K Sell
15,543
-11
-0.1% -$364 0.04% 231
2022
Q3 		$539K Buy
+15,554
New +$582K 0.04% 236
2022
Q1 		$586K Buy
+14,742
New +$710K 0.04% 230

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

WealthPlan Investment Management's CMCSA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Comcast (CMCSA) stake by 1.6% in Q2 2026, buying an estimated $4.16K and bringing the position to 10,030 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #423.

WealthPlan Investment Management first reported a position in CMCSA in Q1 2022 and has held it in 17 quarters since. The position peaked at $608K in Q4 2022. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • WealthPlan Investment Management held 10,030 shares of Comcast worth $246K as of Q2 2026.
  • WealthPlan Investment Management bought 161 Comcast shares in Q2 2026, an estimated $4.16K.
  • Comcast made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #423 holding.
  • WealthPlan Investment Management first reported a position in Comcast in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Comcast position peaked at $608K in Q4 2022.
  • 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.