WJWM
CMTL icon

Williams Jones Wealth Management’s Comtech Telecommunications CMTL Stock Holding History

Williams Jones Wealth Management’s Portfolio CMTL Stock Details CMTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,000
Closed -$36.8K – 516
2025
Q2 		$36.8K Buy
15,000
+5,000
+50% +$9K ﹤0.01% 496
2025
Q1 		$16K Hold
10,000
– – ﹤0.01% 486
2024
Q4 		$40.1K Buy
+10,000
New +$35.7K ﹤0.01% 488

Other funds holding CMTL

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Williams Jones Wealth Management's CMTL Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of Comtech Telecommunications (CMTL) in Q3 2025, closing a stake of 15,000 shares — an estimated $36.8K sold.

Williams Jones Wealth Management first reported a position in CMTL in Q4 2024 and held it in 3 quarters. The position peaked at $40.1K in Q4 2024. 63 funds tracked by Wall St. Rank hold CMTL as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining Comtech Telecommunications position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 15,000 Comtech Telecommunications shares in Q3 2025, an estimated $36.8K.
  • Williams Jones Wealth Management first reported a position in Comtech Telecommunications in Q4 2024 and held it in 3 quarters.
  • Williams Jones Wealth Management's Comtech Telecommunications position peaked at $40.1K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Comtech Telecommunications as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.