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LMR Partners’s Comcast CMCSA Stock Holding History

LMR Partners’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 		– Sell
-54,100
Closed -$1.62M – 1524
2025
Q4 		$1.62M Sell
54,100
-20,000
-27% -$571K ﹤0.01% 863
2025
Q3 		$2.33M Sell
74,100
-95,100
-56% -$3.19M 0.01% 690
2025
Q2 		$6.04M Sell
169,200
-10,200
-6% -$353K 0.04% 394
2025
Q1 		$6.62M Buy
179,400
+121,800
+211% +$4.39M 0.06% 338
2024
Q4 		$2.16M Hold
57,600
– – 0.02% 579
2024
Q3 		$2.41M Buy
57,600
+25,400
+79% +$1M 0.02% 555
2024
Q2 		$1.26M Sell
32,200
-40,000
-55% -$1.57M 0.01% 629
2024
Q1 		$3.13M Buy
72,200
+32,200
+81% +$1.39M 0.03% 449
2023
Q4 		$1.75M Buy
+40,000
New +$1.71M 0.02% 492

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

LMR Partners's CMCSA Position: Q1 2026 in Review

LMR Partners increased its Comcast (CMCSA) stake by 226% in Q1 2026, buying an estimated $3.22M and bringing the position to 155,297 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #670.

LMR Partners first reported a position in CMCSA in Q2 2014 and has held it in 23 quarters since. The position peaked at $53.1M in Q3 2015. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • LMR Partners held 155,297 shares of Comcast worth $4.46M as of Q1 2026.
  • LMR Partners bought 107,720 Comcast shares in Q1 2026, an estimated $3.22M.
  • Comcast made up 0.01% of LMR Partners's portfolio in Q1 2026, its #670 holding.
  • LMR Partners first reported a position in Comcast in Q2 2014 and has held it in 23 quarters since.
  • LMR Partners's Comcast position peaked at $53.1M in Q3 2015.
  • 2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.