Argyle Capital Management’s Comcast CMCSA Stock Holding History

Argyle Capital 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	$1.89M	Buy	65,666 +4,480	+7%	+$134K	0.61%	59
2025 Q4	$1.83M	Hold	61,186	–	–	0.61%	54
2025 Q3	$1.92M	Hold	61,186	–	–	0.66%	52
2025 Q2	$2.18M	Buy	61,186 +300	+0.5%	+$10.4K	0.79%	48
2025 Q1	$2.25M	Buy	60,886 +4,500	+8%	+$162K	0.83%	46
2024 Q4	$2.12M	Buy	56,386 +6,350	+13%	+$264K	0.83%	47
2024 Q3	$2.09M	Buy	50,036 +1,666	+3%	+$65.8K	0.83%	50
2024 Q2	$1.89M	Buy	48,370 +1,300	+3%	+$50.9K	0.78%	50
2024 Q1	$2.04M	Buy	47,070 +8,214	+21%	+$354K	0.79%	52
2023 Q4	$1.7M	Sell	38,856 -14,100	-27%	-$604K	0.71%	53
2023 Q3	$2.35M	Sell	52,956 -136	-0.3%	-$6.07K	0.86%	47
2023 Q2	$2.21M	Sell	53,092 -6,000	-10%	-$238K	0.8%	49
2023 Q1	$2.24M	Hold	59,092	–	–	0.79%	50
2022 Q4	$2.07M	Hold	59,092	–	–	0.71%	57
2022 Q3	$1.73M	Hold	59,092	–	–	0.68%	56
2022 Q2	$2.32M	Hold	59,092	–	–	0.83%	47
2022 Q1	$2.77M	Sell	59,092 -3,000	-5%	-$144K	0.9%	45
2021 Q4	$3.13M	Sell	62,092 -3,770	-6%	-$196K	0.98%	44
2021 Q3	$3.68M	Hold	65,862	–	–	1.22%	38
2021 Q2	$3.75M	Hold	65,862	–	–	1.21%	36
2021 Q1	$3.56M	Sell	65,862 -300	-0.5%	-$15.8K	1.2%	36
2020 Q4	$3.47M	Sell	66,162 -2,600	-4%	-$125K	1.29%	34
2020 Q3	$3.18M	Hold	68,762	–	–	1.3%	30
2020 Q2	$2.68M	Hold	68,762	–	–	1.12%	37
2020 Q1	$2.36M	Buy	68,762 +300	+0.4%	+$12.7K	1.12%	37
2019 Q4	$3.08M	Hold	68,462	–	–	1.09%	40
2019 Q3	$3.09M	Hold	68,462	–	–	1.17%	37
2019 Q2	$2.9M	Hold	68,462	–	–	1.1%	40
2019 Q1	$2.74M	Hold	68,462	–	–	1.05%	41
2018 Q4	$2.33M	Hold	68,462	–	–	0.99%	44
2018 Q3	$2.42M	Hold	68,462	–	–	0.91%	44
2018 Q2	$2.25M	Hold	68,462	–	–	0.89%	49
2018 Q1	$2.34M	Buy	68,462 +156	+0.2%	+$6.05K	0.93%	46
2017 Q4	$2.74M	Sell	68,306 -600	-0.9%	-$22.6K	1.02%	44
2017 Q3	$2.65M	Sell	68,906 -2,600	-4%	-$102K	1.04%	44
2017 Q2	$2.78M	Hold	71,506	–	–	1.13%	39
2017 Q1	$2.69M	Hold	71,506	–	–	1.1%	43
2016 Q4	$2.47M	Sell	71,506 -434	-0.6%	-$14.5K	1.05%	42
2016 Q3	$2.39M	Sell	71,940 -1,000	-1%	-$33.3K	1.03%	44
2016 Q2	$2.38M	Hold	72,940	–	–	1.01%	45
2016 Q1	$2.23M	Sell	72,940 -1,400	-2%	-$40.2K	1.01%	44
2015 Q4	$2.1M	Buy	74,340 +870	+1%	+$26.2K	0.97%	48
2015 Q3	$2.09M	Sell	73,470 -5,792	-7%	-$172K	1.02%	43
2015 Q2	$2.38M	Buy	79,262 +280	+0.4%	+$8.22K	1.09%	40
2015 Q1	$2.23M	Sell	78,982 -2,482	-3%	-$71.4K	1%	43
2014 Q4	$2.36M	Hold	81,464	–	–	1.04%	40
2014 Q3	$2.19M	Sell	81,464 -6,000	-7%	-$164K	1.01%	43
2014 Q2	$2.35M	Hold	87,464	–	–	1.09%	41
2014 Q1	$2.19M	Sell	87,464 -1,700	-2%	-$44.3K	1.07%	42
2013 Q4	$2.32M	Sell	89,164 -4,000	-4%	-$96.3K	1.17%	37
2013 Q3	$2.1M	Hold	93,164	–	–	1.15%	39
2013 Q2	$1.95M	Buy	+93,164	New	+$1.92M	1.11%	36

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

Argyle Capital Management's CMCSA Position: Q1 2026 in Review

Argyle Capital Management increased its Comcast (CMCSA) stake by 7.3% in Q1 2026, buying an estimated $134K and bringing the position to 65,666 shares worth $1.89M. The position accounts for 0.61% of the portfolio, ranked #59.

Argyle Capital Management first reported a position in CMCSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.75M in Q2 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Argyle Capital Management held 65,666 shares of Comcast worth $1.89M as of Q1 2026.
Argyle Capital Management bought 4,480 Comcast shares in Q1 2026, an estimated $134K.
Comcast made up 0.61% of Argyle Capital Management's portfolio in Q1 2026, its #59 holding.
Argyle Capital Management first reported a position in Comcast in Q2 2013 and has held it in 52 quarters since.
Argyle Capital Management's Comcast position peaked at $3.75M in Q2 2021.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Argyle Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.