Bislett Management’s Comcast CMCSA Stock Holding History

Bislett 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 Q2	$5.4M	Buy	220,000 +60,000	+38%	+$1.55M	3.66%	8
2026 Q1	$4.59M	Hold	160,000	–	–	3.54%	10
2025 Q4	$4.78M	Sell	160,000 -90,000	-36%	-$2.57M	3.63%	10
2025 Q3	$7.86M	Hold	250,000	–	–	5.69%	6
2025 Q2	$8.92M	Buy	250,000 +10,000	+4%	+$346K	6.1%	5
2025 Q1	$8.86M	Buy	240,000 +30,000	+14%	+$1.08M	6.27%	5
2024 Q4	$7.88M	Buy	210,000 +35,000	+20%	+$1.45M	5.58%	6
2024 Q3	$7.31M	Hold	175,000	–	–	4.89%	6
2024 Q2	$6.85M	Buy	175,000 +25,000	+17%	+$978K	4.93%	7
2024 Q1	$6.5M	Hold	150,000	–	–	4.07%	7
2023 Q4	$6.58M	Buy	150,000 +50,000	+50%	+$2.14M	4.21%	7
2023 Q3	$4.43M	Hold	100,000	–	–	3.13%	9
2023 Q2	$4.16M	Hold	100,000	–	–	2.69%	10
2023 Q1	$3.79M	Hold	100,000	–	–	2.52%	10
2022 Q4	$3.5M	Hold	100,000	–	–	2.52%	10
2022 Q3	$2.93M	Buy	+100,000	New	+$3.74M	2.01%	12

Other funds holding CMCSA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bislett Management's CMCSA Position: Q2 2026 in Review

Bislett Management increased its Comcast (CMCSA) stake by 38% in Q2 2026, buying an estimated $1.55M and bringing the position to 220,000 shares worth $5.4M. The position accounts for 3.66% of the portfolio, ranked #8.

Bislett Management first reported a position in CMCSA in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.92M in Q2 2025. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

Bislett Management held 220,000 shares of Comcast worth $5.4M as of Q2 2026.
Bislett Management bought 60,000 Comcast shares in Q2 2026, an estimated $1.55M.
Comcast made up 3.66% of Bislett Management's portfolio in Q2 2026, its #8 holding.
Bislett Management first reported a position in Comcast in Q3 2022 and has held it in 16 quarters since.
Bislett Management's Comcast position peaked at $8.92M in Q2 2025.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on Bislett Management's 13F filing for Q2 2026, filed 11 Aug 2026.