LCM
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Lakewood Capital Management’s Comcast CMCSA Stock Holding History

Lakewood Capital 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
2018
Q1 		– Sell
-1,140,000
Closed -$45.7M – 36
2017
Q4 		$45.7M Hold
1,140,000
– – 1.59% 20
2017
Q3 		$43.9M Hold
1,140,000
– – 1.58% 19
2017
Q2 		$44.4M Hold
1,140,000
– – 1.75% 20
2017
Q1 		$42.9M Buy
+1,140,000
New +$42.3M 1.78% 20

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lakewood Capital Management's CMCSA Position: Q1 2026 in Review

Lakewood Capital Management reduced its Comcast (CMCSA) stake by 17% in Q1 2026, selling an estimated $2.99M and leaving 500,748 shares worth $14.4M. The position accounts for 0.91% of the portfolio, ranked #38.

Lakewood Capital Management first reported a position in CMCSA in Q1 2015 and has held it in 45 quarters since. The position peaked at $267M in Q3 2018. 2,051 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Lakewood Capital Management held 500,748 shares of Comcast worth $14.4M as of Q1 2026.
  • Lakewood Capital Management sold 100,000 Comcast shares in Q1 2026, an estimated $2.99M.
  • Comcast made up 0.91% of Lakewood Capital Management's portfolio in Q1 2026, its #38 holding.
  • Lakewood Capital Management first reported a position in Comcast in Q1 2015 and has held it in 45 quarters since.
  • Lakewood Capital Management's Comcast position peaked at $267M in Q3 2018.
  • 2,051 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.