Balyasny Asset Management
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Balyasny Asset Management’s Comcast CMCSA Stock Holding History

Balyasny Asset 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 		$942K Buy
32,800
+21,600
+193% +$646K ﹤0.01% 2100
2025
Q4 		$335K Sell
11,200
-14,200
-56% -$405K ﹤0.01% 2691
2025
Q3 		$798K Sell
25,400
-2,165,600
-99% -$72.6M ﹤0.01% 2212
2025
Q2 		$78.2M Buy
2,191,000
+2,146,000
+4,769% +$74.2M 0.12% 208
2025
Q1 		$1.66M Buy
45,000
+29,200
+185% +$1.05M ﹤0.01% 1790
2024
Q4 		$593K Sell
15,800
-277,800
-95% -$11.5M ﹤0.01% 2135
2024
Q3 		$12.3M Buy
293,600
+277,300
+1,701% +$10.9M 0.02% 849
2024
Q2 		$638K Sell
16,300
-114,700
-88% -$4.49M ﹤0.01% 1962
2024
Q1 		$5.68M Sell
131,000
-24,400
-16% -$1.05M 0.01% 1165
2023
Q4 		$6.81M Sell
155,400
-15,800
-9% -$677K 0.01% 1012
2023
Q3 		$7.59M Sell
171,200
-438,300
-72% -$19.6M 0.02% 946
2023
Q2 		$25.3M Buy
609,500
+56,900
+10% +$2.26M 0.06% 448
2023
Q1 		$20.9M Hold
552,600
– – 0.05% 498
2022
Q4 		$19.3M Hold
552,600
– – 0.05% 504
2022
Q3 		$16.2M Buy
+552,600
New +$20.7M 0.05% 501
2022
Q1 		– Sell
-14,500
Closed -$730K – 2517
2021
Q4 		$730K Buy
+14,500
New +$756K ﹤0.01% 1531
2021
Q3 		– Sell
-10,000
Closed -$570K – 1983
2021
Q2 		$570K Buy
+10,000
New +$559K ﹤0.01% 1515
2018
Q4 		– Sell
-150,000
Closed -$5.6M – 1445
2018
Q3 		$5.6M Buy
+150,000
New +$5.31M 0.03% 662
2017
Q3 		– Sell
-450,000
Closed -$17.5M – 1902
2017
Q2 		$17.5M Buy
450,000
+350,000
+350% +$13.8M 0.07% 354
2017
Q1 		$3.76M Buy
+100,000
New +$3.71M 0.02% 768

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

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.