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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
-31,400
Closed -$939K – 1525
2025
Q4 		$939K Sell
31,400
-700
-2% -$20K ﹤0.01% 1005
2025
Q3 		$1.01M Sell
32,100
-186,000
-85% -$6.23M ﹤0.01% 925
2025
Q2 		$7.78M Sell
218,100
-1,700
-0.8% -$58.8K 0.06% 340
2025
Q1 		$8.11M Buy
219,800
+203,700
+1,265% +$7.35M 0.08% 293
2024
Q4 		$604K Hold
16,100
– – 0.01% 805
2024
Q3 		$672K Sell
16,100
-25,400
-61% -$1M 0.01% 782
2024
Q2 		$1.63M Sell
41,500
-59,100
-59% -$2.31M 0.01% 582
2024
Q1 		$4.36M Buy
100,600
+41,500
+70% +$1.79M 0.04% 365
2023
Q4 		$2.59M Hold
59,100
– – 0.03% 428
2023
Q3 		$2.62M Buy
+59,100
New +$2.64M 0.03% 362

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LMR Partners's CMCSA Position: Q2 2026 in Review

LMR Partners increased its Comcast (CMCSA) stake by 251% in Q2 2026, buying an estimated $10M and bringing the position to 544,489 shares worth $13.4M. The position accounts for 0.05% of the portfolio, ranked #332.

LMR Partners first reported a position in CMCSA in Q2 2014 and has held it in 24 quarters since. The position peaked at $53.1M in Q3 2015. 1,892 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • LMR Partners held 544,489 shares of Comcast worth $13.4M as of Q2 2026.
  • LMR Partners bought 389,192 Comcast shares in Q2 2026, an estimated $10M.
  • Comcast made up 0.05% of LMR Partners's portfolio in Q2 2026, its #332 holding.
  • LMR Partners first reported a position in Comcast in Q2 2014 and has held it in 24 quarters since.
  • LMR Partners's Comcast position peaked at $53.1M in Q3 2015.
  • 1,892 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.