CMCSA — COMCAST CORP NEW

Ownership history in BAKER TILLY WEALTH MANAGEMENT, LLC  ·  22 quarters on record

AI Ownership Summary

BAKER TILLY WEALTH MANAGEMENT, LLC reported COMCAST CORP NEW (CMCSA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2024 Q3. The latest visible filing shows CMCSA at 0.23% 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 BAKER TILLY WEALTH MANAGEMENT, 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 Q1

CMCSA was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% 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
2023 Q4 to 2026 Q1

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 BAKER TILLY WEALTH MANAGEMENT, LLC fund profile BAKER TILLY WEALTH MANAGEMENT, LLC full holdings
How BAKER TILLY WEALTH MANAGEMENT, LLC held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,536 +1,495 +4.8% 0.23% $934K 2026-04-10 $28.04
2025 Q4 REDUCED 31,041 -1,154 -3.6% 0.23% $928K 2026-01-08 $27.56
2025 Q3 REDUCED 32,195 -774 -2.3% 0.23% $1.0M 2025-10-09 $27.54
2025 Q2 ADDED 32,969 +2,005 +6.5% 0.42% $1.2M 2025-07-10 $32.09
2025 Q1 ADDED 30,964 +10,038 +48.0% 0.45% $1.1M 2025-04-09 $31.59
2024 Q4 REDUCED 20,926 -5,362 -20.4% 0.31% $785K 2025-01-10 $32.35
2024 Q3 REDUCED 26,288 -358 -1.3% 0.49% $1.1M 2024-10-24 $36.75
2024 Q2 REDUCED 26,646 -30,648 -53.5% 0.43% $1.0M 2024-07-18 $35.15
2024 Q1 ADDED 57,294 +2,695 +4.9% 0.45% $2.5M 2024-05-09 $33.48
2023 Q4 REDUCED 54,599 -6,101 -10.1% 0.39% $2.4M 2024-01-10 $37.49
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMCSA

As of 2026 Q1 — sorted by position size

Pacific Capital Partners Ltd 3.41% CULLEN INVESTMENT GROUP, LTD. 1.15% Carolina Wealth Advisors, LLC 3Y 0.93% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 0.84% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 0.71% Meriwether Wealth & Planning, LLC 0.68% Red Spruce Capital, LLC 3Y 0.62% Somerset Trust Co 3Y 7Y 0.58% Piscataqua Savings Bank 3Y 0.42% Sculati Wealth Management, LLC 3Y 0.39%

FAQ About BAKER TILLY WEALTH MANAGEMENT, 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 BAKER TILLY WEALTH MANAGEMENT, LLC reported owning CMCSA?

BAKER TILLY WEALTH MANAGEMENT, LLC reported CMCSA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CMCSA position in BAKER TILLY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for CMCSA was 0.49% in 2024 Q3.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2026 Q1, when BAKER TILLY WEALTH MANAGEMENT, LLC reported 32,536 shares, equal to 0.23% of portfolio, with an estimated market value of $934K.

What does the chart on this CMCSA ownership page compare?

The chart compares BAKER TILLY WEALTH MANAGEMENT, 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.

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