Archon Partners’s Comcast CMCSA Stock Holding History

Archon Partners’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
2025 Q1	–	Sell	-130,000	Closed	-$4.88M	–	39
2024 Q4	$4.88M	Sell	130,000 -50,000	-28%	-$2.08M	0.57%	35
2024 Q3	$7.52M	Sell	180,000 -10,000	-5%	-$395K	0.87%	34
2024 Q2	$7.44M	Sell	190,000 -20,000	-10%	-$783K	0.96%	32
2024 Q1	$9.1M	Hold	210,000	–	–	1.11%	33
2023 Q4	$9.21M	Hold	210,000	–	–	1.27%	29
2023 Q3	$9.31M	Hold	210,000	–	–	1.46%	27
2023 Q2	$8.73M	Hold	210,000	–	–	1.31%	30
2023 Q1	$7.96M	Sell	210,000 -86,000	-29%	-$3.25M	1.33%	28
2022 Q4	$10.4M	Sell	296,000 -10,000	-3%	-$331K	1.87%	21
2022 Q3	$8.97M	Hold	306,000	–	–	1.7%	24
2022 Q2	$12M	Hold	306,000	–	–	2.11%	21
2022 Q1	$14.3M	Hold	306,000	–	–	1.9%	21
2021 Q4	$15.4M	Hold	306,000	–	–	1.88%	23
2021 Q3	$17.1M	Hold	306,000	–	–	2.15%	21
2021 Q2	$17.4M	Hold	306,000	–	–	2.18%	20
2021 Q1	$16.6M	Hold	306,000	–	–	2.31%	18
2020 Q4	$16M	Hold	306,000	–	–	2.15%	20
2020 Q3	$14.2M	Hold	306,000	–	–	2.23%	18
2020 Q2	$11.9M	Hold	306,000	–	–	2.17%	17
2020 Q1	$10.5M	Buy	306,000 +10,000	+3%	+$422K	2.28%	19
2019 Q4	$13.3M	Hold	296,000	–	–	2.27%	20
2019 Q3	$13.3M	Hold	296,000	–	–	2.59%	16
2019 Q2	$12.5M	Hold	296,000	–	–	2.48%	19
2019 Q1	$11.8M	Hold	296,000	–	–	2.49%	17
2018 Q4	$10.1M	Hold	296,000	–	–	2.51%	19
2018 Q3	$10.5M	Hold	296,000	–	–	2.14%	22
2018 Q2	$9.71M	Hold	296,000	–	–	2.1%	23
2018 Q1	$10.1M	Hold	296,000	–	–	2.21%	23
2017 Q4	$11.9M	Hold	296,000	–	–	2.58%	13
2017 Q3	$11.4M	Hold	296,000	–	–	2.65%	13
2017 Q2	$11.5M	Hold	296,000	–	–	2.68%	10
2017 Q1	$11.1M	Hold	296,000	–	–	2.61%	16
2016 Q4	$10.2M	Hold	296,000	–	–	2.67%	15
2016 Q3	$9.82M	Hold	296,000	–	–	2.6%	14
2016 Q2	$9.65M	Hold	296,000	–	–	2.63%	15
2016 Q1	$9.04M	Hold	296,000	–	–	2.49%	19
2015 Q4	$8.35M	Buy	+296,000	New	+$8.91M	2.26%	19

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archon Partners's CMCSA Position: Q1 2025 in Review

Archon Partners sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 130,000 shares — an estimated $4.88M sold.

Archon Partners first reported a position in CMCSA in Q4 2015 and held it in 37 quarters. The position peaked at $17.4M in Q2 2021. 2,359 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Archon Partners reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Archon Partners sold 130,000 Comcast shares in Q1 2025, an estimated $4.88M.
Archon Partners first reported a position in Comcast in Q4 2015 and held it in 37 quarters.
Archon Partners's Comcast position peaked at $17.4M in Q2 2021.
2,359 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Archon Partners's 13F filing for Q1 2025, filed 15 May 2025.