180 WEALTH ADVISORS, LLC CMCSA — COMCAST CORP NEW

Ownership history in 180 WEALTH ADVISORS, LLC  ·  35 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported COMCAST CORP NEW (CMCSA) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.84% in 2024 Q3. The latest visible filing shows CMCSA at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in COMCAST CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMCSA was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMCSA stock page 180 WEALTH ADVISORS, LLC fund profile 180 WEALTH ADVISORS, LLC full holdings
How 180 WEALTH ADVISORS, LLC held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 50,586 -11,516 -18.5% 0.12% $1.2M 2026-07-07 $23.41
2026 Q1 REDUCED 13.7% -14.7% ✅ 62,102 -9,881 -13.7% 0.20% $1.8M 2026-05-01 $26.82
2025 Q4 REDUCED 52.3% +3.7% ❌ 71,983 -79,079 -52.3% 0.24% $2.2M 2026-01-09 $27.35
2025 Q3 ADDED — — — 151,062 +5,871 +4.0% 0.58% $4.7M 2025-10-16 $26.43
2025 Q2 ADDED — — — 145,191 +2,997 +2.1% 0.72% $5.2M 2025-07-31 $29.70
2025 Q1 ADDED — — — 142,194 +8,255 +6.2% 0.84% $5.2M 2025-04-09 $31.16
2024 Q4 ADDED — — — 133,939 +5,618 +4.4% 0.79% $5.0M 2025-01-14 $31.94
2024 Q3 ADDED — — — 128,321 +2,925 +2.3% 0.84% $5.4M 2024-11-01 $37.92
2024 Q2 ADDED — — — 125,396 +22,151 +21.5% 0.77% $4.7M 2024-07-16 $34.22
2024 Q1 REDUCED — — — 103,245 -3,371 -3.2% 0.80% $4.5M 2024-04-16 $33.53
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMCSA

As of 2026 Q2 — sorted by position size

Somerset Trust Co 3Y 7Y 0.46% Red Spruce Capital, LLC 3Y 0.46% Greenfield Savings Bank 3Y 0.4% Trust Asset Management LLC 3Y 7Y 0.24% Grant Private Wealth Management Inc 0.18% First Nebraska Trust Co 0.16% Central Pacific Bank - Trust Division 0.13% Balefire, LLC 3Y 7Y 0.12% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.08% Westmount Partners, LLC 0.07%

FAQ About 180 WEALTH ADVISORS, LLC and CMCSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning CMCSA?

180 WEALTH ADVISORS, LLC reported CMCSA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CMCSA position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for CMCSA was 0.84% in 2024 Q3.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 50,586 shares, equal to 0.12% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CMCSA ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly CMCSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their CMCSA position?

Based on 13F filing dates vs. subsequent CMCSA price moves, 180 WEALTH ADVISORS, LLC correctly timed 16 out of 33 reported position changes (48%). The annualised alpha on CMCSA relative to SPY over the holding period was -15.1%.

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