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Apollo Management Holdings’s Comcast CMCSA Stock Holding History

Apollo Management Holdings’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
Q2 		$49.3M Sell
2,007,700
-2,327,972
-54% -$60.1M 0.55% 22
2026
Q1 		$124M Buy
4,335,672
+2,101,072
+94% +$62.9M 1.64% 16
2025
Q4 		$66.8M Buy
+2,234,600
New +$63.8M 0.55% 22

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Apollo Management Holdings's CMCSA Position: Q2 2026 in Review

Apollo Management Holdings reduced its Comcast (CMCSA) stake by 54% in Q2 2026, selling an estimated $60.1M and leaving 2,007,700 shares worth $49.3M. The position accounts for 0.55% of the portfolio, ranked #22.

Apollo Management Holdings first reported a position in CMCSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $124M in Q1 2026. 1,890 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Apollo Management Holdings held 2,007,700 shares of Comcast worth $49.3M as of Q2 2026.
  • Apollo Management Holdings sold 2,327,972 Comcast shares in Q2 2026, an estimated $60.1M.
  • Comcast made up 0.55% of Apollo Management Holdings's portfolio in Q2 2026, its #22 holding.
  • Apollo Management Holdings first reported a position in Comcast in Q4 2025 and has held it in 3 quarters since.
  • Apollo Management Holdings's Comcast position peaked at $124M in Q1 2026.
  • 1,890 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Apollo Management Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.