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ARGA Investment Management’s Comcast CMCSA Stock Holding History

ARGA Investment Management’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 		$39M Buy
1,356,984
+1,349,909
+19,080% +$40.4M 1.28% 19
2025
Q4 		$211K Buy
+7,075
New +$202K 0.01% 106
2025
Q3 		– Sell
-39,313
Closed -$1.4M – 121
2025
Q2 		$1.4M Buy
+39,313
New +$1.36M 0.04% 59
2025
Q1 		– Sell
-477,589
Closed -$17.9M – 123
2024
Q4 		$17.9M Buy
477,589
+217,131
+83% +$9.01M 0.59% 22
2024
Q3 		$10.9M Buy
260,458
+81,636
+46% +$3.22M 0.36% 31
2024
Q2 		$7M Hold
178,822
– – 0.25% 33
2024
Q1 		$7.75M Sell
178,822
-673,527
-79% -$29.1M 0.26% 37
2023
Q4 		$37.4M Sell
852,349
-259
-0% -$11.1K 1.3% 22
2023
Q3 		$37.8M Sell
852,608
-229,256
-21% -$10.2M 1.54% 19
2023
Q2 		$45M Buy
1,081,864
+1,032,711
+2,101% +$41M 1.59% 18
2023
Q1 		$1.86M Buy
+49,153
New +$1.86M 0.07% 42
2022
Q3 		– Sell
-31,480
Closed -$1.24M – 115
2022
Q2 		$1.24M Hold
31,480
– – 0.07% 43
2022
Q1 		$1.47M Buy
31,480
+18,960
+151% +$913K 0.08% 40
2021
Q4 		$630K Hold
12,520
– – 0.04% 63
2021
Q3 		$700K Sell
12,520
-18,495
-60% -$1.08M 0.05% 63
2021
Q2 		$1.77M Buy
31,015
+6,705
+28% +$375K 0.14% 40
2021
Q1 		$1.31M Buy
24,310
+5,755
+31% +$304K 0.1% 42
2020
Q4 		$972K Buy
18,555
+5,693
+44% +$273K 0.06% 58
2020
Q3 		$595K Sell
12,862
-12,925
-50% -$562K 0.05% 68
2020
Q2 		$1M Buy
+25,787
New +$982K 0.11% 46

Other funds holding CMCSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ARGA Investment Management's CMCSA Position: Q1 2026 in Review

ARGA Investment Management increased its Comcast (CMCSA) stake by 19,080% in Q1 2026, buying an estimated $40.4M and bringing the position to 1,356,984 shares worth $39M. The position accounts for 1.28% of the portfolio, ranked #19.

ARGA Investment Management first reported a position in CMCSA in Q2 2020 and has held it in 20 quarters since. The position peaked at $45M in Q2 2023. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • ARGA Investment Management held 1,356,984 shares of Comcast worth $39M as of Q1 2026.
  • ARGA Investment Management bought 1,349,909 Comcast shares in Q1 2026, an estimated $40.4M.
  • Comcast made up 1.28% of ARGA Investment Management's portfolio in Q1 2026, its #19 holding.
  • ARGA Investment Management first reported a position in Comcast in Q2 2020 and has held it in 20 quarters since.
  • ARGA Investment Management's Comcast position peaked at $45M in Q2 2023.
  • 2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on ARGA Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.