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Longfellow Investment Management’s Comcast CMCSA Stock Holding History

Longfellow Investment 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
Q1 		$15.8M Buy
551,900
+279,340
+102% +$8.36M 3.3% 7
2025
Q4 		$8.15M Buy
272,560
+237,149
+670% +$6.77M 1.84% 9
2025
Q3 		$1.11M Hold
35,411
– – 0.26% 64
2025
Q2 		$1.26M Hold
35,411
– – 0.31% 54
2025
Q1 		$1.31M Buy
35,411
+5,257
+17% +$190K 0.32% 44
2024
Q4 		$1.13M Sell
30,154
-1,930
-6% -$80.1K 0.29% 47
2024
Q3 		$1.34M Buy
32,084
+194
+0.6% +$7.66K 0.34% 40
2024
Q2 		$1.25M Buy
31,890
+18,370
+136% +$719K 0.31% 39
2024
Q1 		$586K Buy
13,520
+13,435
+15,806% +$580K 0.13% 81
2023
Q4 		$3.74K Hold
85
– – ﹤0.01% 183
2023
Q3 		$3.79K Sell
85
-22,122
-100% -$988K ﹤0.01% 171
2023
Q2 		$923K Sell
22,207
-11,046
-33% -$439K 0.21% 67
2023
Q1 		$1.26M Buy
33,253
+4,360
+15% +$165K 0.29% 51
2022
Q4 		$1.01M Buy
28,893
+5,523
+24% +$183K 0.23% 77
2022
Q3 		$685K Buy
23,370
+14,538
+165% +$544K 0.14% 127
2022
Q2 		$348K Buy
8,832
+34
+0.4% +$1.46K 0.08% 162
2022
Q1 		$413K Buy
8,798
+8,748
+17,496% +$421K 0.07% 169
2021
Q4 		$3K Buy
+50
New +$2.61K ﹤0.01% 321
2021
Q2 		– Sell
-42,992
Closed -$2.33M – 453
2021
Q1 		$2.33M Buy
42,992
+4,900
+13% +$259K 0.28% 80
2020
Q4 		$2M Buy
+38,092
New +$1.83M 0.24% 108

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

Longfellow Investment Management's CMCSA Position: Q1 2026 in Review

Longfellow Investment Management increased its Comcast (CMCSA) stake by 102% in Q1 2026, buying an estimated $8.36M and bringing the position to 551,900 shares worth $15.8M. The position accounts for 3.3% of the portfolio, ranked #7.

Longfellow Investment Management first reported a position in CMCSA in Q4 2020 and has held it in 20 quarters since. 2,045 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

  • Longfellow Investment Management held 551,900 shares of Comcast worth $15.8M as of Q1 2026.
  • Longfellow Investment Management bought 279,340 Comcast shares in Q1 2026, an estimated $8.36M.
  • Comcast made up 3.3% of Longfellow Investment Management's portfolio in Q1 2026, its #7 holding.
  • Longfellow Investment Management first reported a position in Comcast in Q4 2020 and has held it in 20 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.