Discipline Wealth Solutions 13F: New $254K Stake in CMCSA

Discipline Wealth Solutions opened a new position in Comcast Corporation (NasdaqGS: CMCSA), picking up 11,668 shares valued at roughly $253,892. The investment was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at the end of a previous quarter, this filing reflects holdings from that point and may not represent the fund's current stance.

Inside Discipline Wealth Solutions's Comcast Trade

The newly disclosed stake gives the wealth management firm a fresh footprint in the telecom and media provider. Discipline Wealth Solutions started from zero shares and bought 11,668 shares, totaling $253,892 in reported value.

Other Institutional Activity in Comcast

Other major institutional managers made substantial adjustments to their Comcast holdings during the reporting period. Blackrock Inc. reduced its holdings by 1,763,866 shares, ending with 313,212,228 shares worth about $6,859,347,673. Vanguard Capital Management LLC trimmed its stake by 512,949 shares, leaving it with 232,458,94 volts--pardon, 232,645,894 shares valued at $5,094,944,989. On the buying side, State Street Corporation grew its holdings by 12,316,851 shares, ending with 195,059,449 shares worth about $4,271,801,858 for a 6.7% increase. Charles Schwab Investment Management, Inc. added 11,535,961 shares, lifting its stake 9.5% to 133,095,082 shares valued at $2,914,782,245. Invesco Ltd. grew its holdings by 5,319,423 shares, ending with 125,126,243 shares worth about $2,740,264,673, marking a 4.4% increase.

Comcast Corporation Stock Up 1.0%

Comcast shares recently traded around $22.00 as of October 16, 2026. The stock sits below its 50-day moving average of $24.18 and below its 200-day moving average of $26.40. Over the past 52 weeks, the shares have traded as low as $20.48 and as high as $32.86.

Recent Earnings

Comcast reported trailing-twelve-month revenue of $124,903,997,440 alongside trailing earnings per share of $3.10. The company generated a net profit margin of 9.0% and a return on equity of 11.5%, while revenue decreased 1.2% year-over-year. Its next earnings report is scheduled for October 22, 2026.

Dividend

Comcast pays an annual dividend rate of $1.32 per share, translating to a dividend yield of 6.06%. The company's payout ratio stands at 42.6%.

Insider Buying and Selling at Comcast Corporation

Company insiders executed share sales earlier in the year. Michael J. Cavanagh, Chief Executive Officer, sold 57,947 shares on February 11, 2026, at an average price of $32.66 for a total value of $1,892,549. Jason S Armstrong, Chief Financial Officer, sold 4,494 shares on March 5, 2026, at an average price of $31.74 for a total value of $142,617.

Analysts Set New Price Targets

Wall Street firms updated their views on Comcast through late September and early October. On September 24, 2026, Citigroup maintained a Buy rating and lowered its price target from $30.00 to $27.50. Keybanc downgraded the stock to Underweight with an $18.00 price target on September 25, 2026. Morgan Stanley maintained an Equal-Weight rating on September 28, 2026, dropping its target from $29.00 to $27.00. Barclays maintained an Equal-Weight rating on September 29, 2026, reducing its target from $26.00 to $24.00. Scotiabank maintained a Sector Perform rating on October 2, 2026, cutting its target from $29.00 to $27.50. Across the broader analyst community, the stock holds a consensus recommendation of hold with a mean price target of $28.63.

About Comcast

Comcast Corporation operates as a media and technology company worldwide through segments that include residential connectivity, business services, media, studios, and theme parks. The company delivers broadband, wireless services, video networks, and entertainment programming to millions of customers.

Bottom Line

Investors tracking Discipline Wealth Solutions will want to watch Comcast's upcoming earnings report on October 22, 2026, to gauge the company's financial momentum. Remember that institutional filings only look backward, so future disclosures will show if the firm builds on this initial stake. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.