First Manhattan’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 | $31M | Sell |
1,079,704
-28,543
| -3% | -$854K | 0.09% | 91 |
|
|
2025
Q4 | $33.1M | Sell |
1,108,247
-417,058
| -27% | -$11.9M | 0.09% | 87 |
|
|
2025
Q3 | $47.9M | Sell |
1,525,305
-1,377,846
| -47% | -$46.2M | 0.13% | 73 |
|
|
2025
Q2 | $104M | Sell |
2,903,151
-601,352
| -17% | -$20.8M | 0.29% | 51 |
|
|
2025
Q1 | $129M | Sell |
3,504,503
-437,724
| -11% | -$15.8M | 0.38% | 42 |
|
|
2024
Q4 | $148M | Sell |
3,942,227
-477,618
| -11% | -$19.8M | 0.44% | 40 |
|
|
2024
Q3 | $185M | Buy |
4,419,845
+37,633
| +0.9% | +$1.49M | 0.55% | 35 |
|
|
2024
Q2 | $172M | Sell |
4,382,212
-68,756
| -2% | -$2.69M | 0.55% | 36 |
|
|
2024
Q1 | $193M | Buy |
4,450,968
+20,796
| +0.5% | +$897K | 0.63% | 31 |
|
|
2023
Q4 | $194M | Sell |
4,430,172
-59,947
| -1% | -$2.57M | 0.67% | 28 |
|
|
2023
Q3 | $199M | Sell |
4,490,119
-184,167
| -4% | -$8.22M | 0.73% | 22 |
|
|
2023
Q2 | $194M | Sell |
4,674,286
-77,417
| -2% | -$3.07M | 0.71% | 23 |
|
|
2023
Q1 | $180M | Sell |
4,751,703
-45,896
| -1% | -$1.74M | 0.69% | 27 |
|
|
2022
Q4 | $167M | Buy |
4,797,599
+40,118
| +0.8% | +$1.33M | 0.61% | 31 |
|
|
2022
Q3 | $139M | Sell |
4,757,481
-587,780
| -11% | -$22M | 0.59% | 34 |
|
|
2022
Q2 | $209M | Buy |
5,345,261
+247,462
| +5% | +$10.6M | 0.84% | 21 |
|
|
2022
Q1 | $239M | Buy |
5,097,799
+195,355
| +4% | +$9.41M | 0.78% | 20 |
|
|
2021
Q4 | $247M | Buy |
4,902,444
+354,519
| +8% | +$18.5M | 0.81% | 23 |
|
|
2021
Q3 | $254M | Buy |
4,547,925
+129,911
| +3% | +$7.58M | 0.94% | 21 |
|
|
2021
Q2 | $252M | Buy |
4,418,014
+253,030
| +6% | +$14.1M | 0.92% | 21 |
|
|
2021
Q1 | $225M | Buy |
4,164,984
+24,236
| +0.6% | +$1.28M | 0.97% | 22 |
|
|
2020
Q4 | $217M | Buy |
4,140,748
+80,534
| +2% | +$3.86M | 1.04% | 19 |
|
|
2020
Q3 | $188M | Buy |
4,060,214
+105,543
| +3% | +$4.59M | 0.97% | 21 |
|
|
2020
Q2 | $154M | Buy |
3,954,671
+611,419
| +18% | +$23.3M | 0.89% | 23 |
|
|
2020
Q1 | $115M | Buy |
3,343,252
+21,360
| +0.6% | +$901K | 0.75% | 24 |
|
|
2019
Q4 | $149M | Sell |
3,321,892
-4,400
| -0.1% | -$196K | 0.75% | 25 |
|
|
2019
Q3 | $150M | Buy |
3,326,292
+26,251
| +0.8% | +$1.16M | 0.83% | 24 |
|
|
2019
Q2 | $140M | Sell |
3,300,041
-73,220
| -2% | -$3.09M | 0.77% | 26 |
|
|
2019
Q1 | $135M | Sell |
3,373,261
-230,610
| -6% | -$8.68M | 0.78% | 27 |
|
|
2018
Q4 | $123M | Sell |
3,603,871
-1,238,704
| -26% | -$45.2M | 0.76% | 23 |
|
|
2018
Q3 | $171M | Sell |
4,842,575
-829,796
| -15% | -$29.4M | 0.91% | 20 |
|
|
2018
Q2 | $186M | Sell |
5,672,371
-118,239
| -2% | -$3.85M | 1.07% | 17 |
|
|
2018
Q1 | $198M | Sell |
5,790,610
-23,844
| -0.4% | -$925K | 1.13% | 15 |
|
|
2017
Q4 | $233M | Sell |
5,814,454
-70,023
| -1% | -$2.63M | 1.28% | 12 |
|
|
2017
Q3 | $226M | Sell |
5,884,477
-103,911
| -2% | -$4.09M | 1.3% | 13 |
|
|
2017
Q2 | $233M | Sell |
5,988,388
-119,862
| -2% | -$4.72M | 1.36% | 11 |
|
|
2017
Q1 | $230M | Sell |
6,108,250
-197,904
| -3% | -$7.34M | 1.36% | 13 |
|
|
2016
Q4 | $218M | Sell |
6,306,154
-87,924
| -1% | -$2.94M | 1.32% | 14 |
|
|
2016
Q3 | $212M | Sell |
6,394,078
-68,996
| -1% | -$2.3M | 1.29% | 14 |
|
|
2016
Q2 | $211M | Sell |
6,463,074
-43,734
| -0.7% | -$1.36M | 1.29% | 16 |
|
|
2016
Q1 | $199M | Buy |
6,506,808
+728,916
| +13% | +$20.9M | 1.22% | 19 |
|
|
2015
Q4 | $163M | Buy |
5,777,892
+1,380,954
| +31% | +$41.6M | 1% | 23 |
|
|
2015
Q3 | $125M | Sell |
4,396,938
-25,250
| -0.6% | -$750K | 0.8% | 26 |
|
|
2015
Q2 | $133M | Sell |
4,422,188
-35,506
| -0.8% | -$1.04M | 0.79% | 27 |
|
|
2015
Q1 | $126M | Sell |
4,457,694
-762,156
| -15% | -$21.9M | 0.73% | 31 |
|
|
2014
Q4 | $151M | Sell |
5,219,850
-173,174
| -3% | -$4.74M | 0.86% | 24 |
|
|
2014
Q3 | $145M | Sell |
5,393,024
-160,070
| -3% | -$4.38M | 0.84% | 23 |
|
|
2014
Q2 | $149M | Buy |
5,553,094
+91,836
| +2% | +$2.36M | 0.94% | 21 |
|
|
2014
Q1 | $137M | Sell |
5,461,258
-7,434
| -0.1% | -$194K | 0.9% | 22 |
|
|
2013
Q4 | $142M | Sell |
5,468,692
-90,746
| -2% | -$2.19M | 0.94% | 24 |
|
|
2013
Q3 | $125M | Sell |
5,559,438
-11,764
| -0.2% | -$256K | 0.88% | 26 |
|
|
2013
Q2 | $121M | Buy |
+5,571,202
| New | +$115M | 0.83% | 27 |
|
Other funds holding CMCSA
VCM
VPM
First Manhattan's CMCSA Position: Q1 2026 in Review
First Manhattan reduced its Comcast (CMCSA) stake by 2.6% in Q1 2026, selling an estimated $854K and leaving 1,079,704 shares worth $31M. The position accounts for 0.09% of the portfolio, ranked #91.
First Manhattan first reported a position in CMCSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $254M in Q3 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.
- First Manhattan held 1,079,704 shares of Comcast worth $31M as of Q1 2026.
- First Manhattan sold 28,543 Comcast shares in Q1 2026, an estimated $854K.
- Comcast made up 0.09% of First Manhattan's portfolio in Q1 2026, its #91 holding.
- First Manhattan first reported a position in Comcast in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Comcast position peaked at $254M in Q3 2021.
- 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.