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 		$8.17M Buy
284,700
+248,600
+689% +$7.44M 0.01% 1129
2025
Q4 		$1.08M Buy
36,100
+13,900
+63% +$397K ﹤0.01% 2158
2025
Q3 		$698K Sell
22,200
-30,500
-58% -$1.02M ﹤0.01% 2256
2025
Q2 		$1.88M Sell
52,700
-10,000
-16% -$346K ﹤0.01% 1762
2025
Q1 		$2.31M Buy
62,700
+27,300
+77% +$985K ﹤0.01% 1641
2024
Q4 		$1.33M Buy
35,400
+30,600
+638% +$1.27M ﹤0.01% 1833
2024
Q3 		$200K Sell
4,800
-8,800
-65% -$347K ﹤0.01% 2566
2024
Q2 		$533K Sell
13,600
-395,800
-97% -$15.5M ﹤0.01% 2039
2024
Q1 		$17.7M Buy
409,400
+121,500
+42% +$5.24M 0.03% 668
2023
Q4 		$12.6M Buy
287,900
+143,900
+100% +$6.17M 0.02% 778
2023
Q3 		$6.38M Sell
144,000
-190,800
-57% -$8.52M 0.01% 1010
2023
Q2 		$13.9M Hold
334,800
– – 0.03% 652
2023
Q1 		$12.7M Sell
334,800
-20,000
-6% -$756K 0.03% 685
2022
Q4 		$12.4M Hold
354,800
– – 0.03% 653
2022
Q3 		$10.4M Buy
354,800
+329,800
+1,319% +$12.3M 0.03% 668
2022
Q2 		$981K Sell
25,000
-95,000
-79% -$4.07M ﹤0.01% 1753
2022
Q1 		$5.62M Buy
120,000
+45,000
+60% +$2.17M 0.02% 907
2021
Q4 		$3.77M Buy
+75,000
New +$3.91M 0.01% 947
2021
Q3 		– Sell
-11,000
Closed -$627K – 1985
2021
Q2 		$627K Buy
+11,000
New +$615K ﹤0.01% 1471
2020
Q3 		– Sell
-200,000
Closed -$7.8M – 1333
2020
Q2 		$7.8M Buy
+200,000
New +$7.62M 0.07% 400
2017
Q1 		– Sell
-600,000
Closed -$20.7M – 1608
2016
Q4 		$20.7M Buy
+600,000
New +$20M 0.11% 265

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.