Balyasny Asset Management’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Sell |
53,560
-385,331
| -88% | -$11.5M | ﹤0.01% | 1902 |
|
|
2025
Q4 | $13.1M | Buy |
438,891
+399,690
| +1,020% | +$11.4M | 0.02% | 905 |
|
|
2025
Q3 | $1.23M | Sell |
39,201
-2,204,424
| -98% | -$73.9M | ﹤0.01% | 2032 |
|
|
2025
Q2 | $80.1M | Buy |
2,243,625
+1,513,332
| +207% | +$52.3M | 0.12% | 204 |
|
|
2025
Q1 | $26.9M | Sell |
730,293
-294,588
| -29% | -$10.6M | 0.04% | 490 |
|
|
2024
Q4 | $38.5M | Sell |
1,024,881
-1,678,197
| -62% | -$69.7M | 0.06% | 411 |
|
|
2024
Q3 | $113M | Buy |
2,703,078
+1,576,130
| +140% | +$62.2M | 0.18% | 107 |
|
|
2024
Q2 | $44.1M | Buy |
1,126,948
+1,085,349
| +2,609% | +$42.5M | 0.08% | 324 |
|
|
2024
Q1 | $1.8M | Sell |
41,599
-26,193
| -39% | -$1.13M | ﹤0.01% | 1573 |
|
|
2023
Q4 | $2.97M | Sell |
67,792
-1,530,666
| -96% | -$65.6M | 0.01% | 1321 |
|
|
2023
Q3 | $70.9M | Sell |
1,598,458
-709,670
| -31% | -$31.7M | 0.14% | 183 |
|
|
2023
Q2 | $95.9M | Sell |
2,308,128
-2,504,070
| -52% | -$99.5M | 0.21% | 108 |
|
|
2023
Q1 | $182M | Buy |
+4,812,198
| New | +$182M | 0.46% | 21 |
|
|
2022
Q4 | – | Sell |
-167,635
| Closed | -$5.54M | – | 2828 |
|
|
2022
Q3 | $4.92M | Buy |
167,635
+146,704
| +701% | +$5.49M | 0.02% | 1006 |
|
|
2022
Q2 | $821K | Buy |
20,931
+1,848
| +10% | +$79.2K | ﹤0.01% | 1830 |
|
|
2022
Q1 | $893K | Sell |
19,083
-829,822
| -98% | -$40M | ﹤0.01% | 1674 |
|
|
2021
Q4 | $42.7M | Buy |
+848,905
| New | +$44.2M | 0.15% | 171 |
|
|
2021
Q3 | – | Sell |
-916,553
| Closed | -$52.3M | – | 1984 |
|
|
2021
Q2 | $52.3M | Sell |
916,553
-420,412
| -31% | -$23.5M | 0.25% | 79 |
|
|
2021
Q1 | $72.3M | Buy |
1,336,965
+89,164
| +7% | +$4.71M | 0.36% | 47 |
|
|
2020
Q4 | $65.4M | Sell |
1,247,801
-671,509
| -35% | -$32.2M | 0.36% | 56 |
|
|
2020
Q3 | $88.8M | Buy |
1,919,310
+1,044,816
| +119% | +$45.4M | 0.65% | 13 |
|
|
2020
Q2 | $34.1M | Buy |
874,494
+333,382
| +62% | +$12.7M | 0.3% | 75 |
|
|
2020
Q1 | $18.6M | Sell |
541,112
-1,027,910
| -66% | -$43.4M | 0.22% | 131 |
|
|
2019
Q4 | $70.6M | Buy |
1,569,022
+957,757
| +157% | +$42.6M | 0.42% | 47 |
|
|
2019
Q3 | $27.6M | Buy |
611,265
+372,823
| +156% | +$16.5M | 0.19% | 159 |
|
|
2019
Q2 | $10.1M | Sell |
238,442
-237,019
| -50% | -$10M | 0.06% | 404 |
|
|
2019
Q1 | $19M | Sell |
475,461
-732,326
| -61% | -$27.6M | 0.13% | 235 |
|
|
2018
Q4 | $41.1M | Buy |
1,207,787
+847,242
| +235% | +$30.9M | 0.3% | 87 |
|
|
2018
Q3 | $12.8M | Sell |
360,545
-528,754
| -59% | -$18.7M | 0.06% | 411 |
|
|
2018
Q2 | $29.2M | Sell |
889,299
-802,749
| -47% | -$26.2M | 0.13% | 204 |
|
|
2018
Q1 | $57.8M | Sell |
1,692,048
-1,516,302
| -47% | -$58.8M | 0.24% | 93 |
|
|
2017
Q4 | $128M | Buy |
3,208,350
+3,132,583
| +4,134% | +$118M | 0.4% | 43 |
|
|
2017
Q3 | $2.92M | Sell |
75,767
-108,950
| -59% | -$4.29M | 0.01% | 868 |
|
|
2017
Q2 | $7.19M | Sell |
184,717
-71,228
| -28% | -$2.81M | 0.03% | 643 |
|
|
2017
Q1 | $9.62M | Buy |
255,945
+234,907
| +1,117% | +$8.72M | 0.04% | 506 |
|
|
2016
Q4 | $726K | Buy |
+21,038
| New | +$703K | ﹤0.01% | 1088 |
|
|
2016
Q2 | – | Sell |
-415,974
| Closed | -$12.7M | – | 1195 |
|
|
2016
Q1 | $12.7M | Sell |
415,974
-1,626,636
| -80% | -$46.7M | 0.08% | 337 |
|
|
2015
Q4 | $57.6M | Buy |
2,042,610
+269,210
| +15% | +$8.11M | 0.4% | 54 |
|
|
2015
Q3 | $50.4M | Buy |
1,773,400
+1,100,868
| +164% | +$32.7M | 0.37% | 68 |
|
|
2015
Q2 | $20.2M | Buy |
+672,532
| New | +$19.7M | 0.12% | 214 |
|
|
2014
Q4 | – | Sell |
-390,800
| Closed | -$10.5M | – | 674 |
|
|
2014
Q3 | $10.5M | Sell |
390,800
-41,400
| -10% | -$1.13M | 0.08% | 295 |
|
|
2014
Q2 | $11.6M | Sell |
432,200
-1,078,550
| -71% | -$27.7M | 0.13% | 203 |
|
|
2014
Q1 | $37.8M | Buy |
1,510,750
+664,990
| +79% | +$17.3M | 0.43% | 52 |
|
|
2013
Q4 | $21.8M | Buy |
+845,760
| New | +$20.4M | 0.28% | 91 |
|
Other funds holding CMCSA
VCM
VPM
Balyasny Asset Management's CMCSA Position: Q1 2026 in Review
Balyasny Asset Management reduced its Comcast (CMCSA) stake by 88% in Q1 2026, selling an estimated $11.5M and leaving 53,560 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.
Balyasny Asset Management first reported a position in CMCSA in Q4 2013 and has held it in 44 quarters since. The position peaked at $182M in Q1 2023. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.
- Balyasny Asset Management held 53,560 shares of Comcast worth $1.54M as of Q1 2026.
- Balyasny Asset Management sold 385,331 Comcast shares in Q1 2026, an estimated $11.5M.
- Comcast made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1902 holding.
- Balyasny Asset Management first reported a position in Comcast in Q4 2013 and has held it in 44 quarters since.
- Balyasny Asset Management's Comcast position peaked at $182M in Q1 2023.
- 2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.