Alan B. Lancz & Associates’s Comcast CMCSA Stock Holding History

Alan B. Lancz & Associates’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 Q1	$814K	Sell	28,337 -3,700	-12%	-$111K	0.79%	30
2025 Q4	$958K	Sell	32,037 -1,800	-5%	-$51.4K	0.84%	26
2025 Q3	$1.06M	Buy	33,837 +1,300	+4%	+$43.6K	0.96%	23
2025 Q2	$1.16M	Hold	32,537	–	–	1.16%	19
2025 Q1	$1.2M	Hold	32,537	–	–	1.28%	16
2024 Q4	$1.22M	Sell	32,537 -1,200	-4%	-$49.8K	1.24%	18
2024 Q3	$1.41M	Hold	33,737	–	–	1.29%	16
2024 Q2	$1.32M	Buy	+33,737	New	+$1.32M	1.31%	17
2023 Q4	$1.46M	Hold	33,374	–	–	1.54%	15
2023 Q3	$1.48M	Sell	33,374 -1,600	-5%	-$71.4K	1.68%	11
2023 Q2	$1.45M	Hold	34,974	–	–	1.55%	14
2023 Q1	$1.33M	Hold	34,974	–	–	1.37%	15
2022 Q4	$1.36M	Hold	34,974	–	–	1.38%	14
2022 Q3	$1.03M	Hold	34,974	–	–	1.22%	17
2022 Q2	$1.31M	Sell	34,974 -2,678	-7%	-$115K	1.3%	16
2022 Q1	$1.76M	Sell	37,652 -400	-1%	-$19.3K	1.56%	12
2021 Q4	$1.92M	Buy	+38,052	New	+$1.98M	1.67%	12

Other funds holding CMCSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alan B. Lancz & Associates's CMCSA Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Comcast (CMCSA) stake by 12% in Q1 2026, selling an estimated $111K and leaving 28,337 shares worth $814K. The position accounts for 0.79% of the portfolio, ranked #30.

Alan B. Lancz & Associates first reported a position in CMCSA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.92M in Q4 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Alan B. Lancz & Associates held 28,337 shares of Comcast worth $814K as of Q1 2026.
Alan B. Lancz & Associates sold 3,700 Comcast shares in Q1 2026, an estimated $111K.
Comcast made up 0.79% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #30 holding.
Alan B. Lancz & Associates first reported a position in Comcast in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Comcast position peaked at $1.92M in Q4 2021.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.