LECAP Asset Management’s Comcast CMCSA Stock Holding History

LECAP 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 Q2	$2.2M	Buy	89,686 +51,971	+138%	+$1.34M	0.94%	9
2026 Q1	$1.08M	Buy	+37,715	New	+$1.13M	0.41%	105
2025 Q4	–	Sell	-45,673	Closed	-$1.44M	–	298
2025 Q3	$1.44M	Buy	45,673 +39,575	+649%	+$1.33M	0.5%	74
2025 Q2	$218K	Sell	6,098 -19,644	-76%	-$680K	0.08%	277
2025 Q1	$950K	Sell	25,742 -26,275	-51%	-$948K	0.22%	178
2024 Q4	$1.95M	Buy	52,017 +43,474	+509%	+$1.8M	0.53%	62
2024 Q3	$357K	Buy	+8,543	New	+$337K	0.08%	281

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

LECAP Asset Management's CMCSA Position: Q2 2026 in Review

LECAP Asset Management increased its Comcast (CMCSA) stake by 138% in Q2 2026, buying an estimated $1.34M and bringing the position to 89,686 shares worth $2.2M. The position accounts for 0.94% of the portfolio, ranked #9.

LECAP Asset Management first reported a position in CMCSA in Q3 2024 and has held it in 7 quarters since. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

LECAP Asset Management held 89,686 shares of Comcast worth $2.2M as of Q2 2026.
LECAP Asset Management bought 51,971 Comcast shares in Q2 2026, an estimated $1.34M.
Comcast made up 0.94% of LECAP Asset Management's portfolio in Q2 2026, its #9 holding.
LECAP Asset Management first reported a position in Comcast in Q3 2024 and has held it in 7 quarters since.
1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.