Morgan Stanley’s Comcast CMCSA Stock Holding History

Morgan Stanley’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	$1.23B	Buy	42,940,885 +1,325,646	+3%	+$39.7M	0.07%	237
2025 Q4	$1.24B	Sell	41,615,239 -3,845,533	-8%	-$110M	0.07%	236
2025 Q3	$1.43B	Sell	45,460,772 -2,514,713	-5%	-$84.3M	0.09%	202
2025 Q2	$1.71B	Sell	47,975,485 -1,016,415	-2%	-$35.2M	0.11%	162
2025 Q1	$1.81B	Sell	48,991,900 -6,389,448	-12%	-$231M	0.13%	140
2024 Q4	$2.08B	Buy	55,381,348 +241,522	+0.4%	+$10M	0.15%	118
2024 Q3	$2.3B	Sell	55,139,826 -1,108,138	-2%	-$43.7M	0.17%	108
2024 Q2	$2.2B	Sell	56,247,964 -324,408	-0.6%	-$12.7M	0.17%	108
2024 Q1	$2.45B	Sell	56,572,372 -52,009,796	-48%	-$2.24B	0.2%	91
2023 Q4	$4.76B	Buy	108,582,168 +56,914,069	+110%	+$2.44B	0.21%	88
2023 Q3	$2.29B	Sell	51,668,099 -1,294,347	-2%	-$57.8M	0.23%	75
2023 Q2	$2.2B	Sell	52,962,446 -1,628,048	-3%	-$64.7M	0.22%	87
2023 Q1	$2.07B	Buy	54,590,494 +936,716	+2%	+$35.4M	0.22%	84
2022 Q4	$1.88B	Buy	53,653,778 +7,084,451	+15%	+$234M	0.21%	93
2022 Q3	$1.37B	Sell	46,569,327 -10,762,396	-19%	-$402M	0.19%	111
2022 Q2	$2.25B	Buy	57,331,723 +15,411,177	+37%	+$661M	0.29%	67
2022 Q1	$1.96B	Sell	41,920,546 -1,091,786	-3%	-$52.6M	0.26%	86
2021 Q4	$2.16B	Sell	43,012,332 -254,803	-0.6%	-$13.3M	0.27%	89
2021 Q3	$2.42B	Buy	43,267,135 +2,417,070	+6%	+$141M	0.33%	63
2021 Q2	$2.33B	Buy	40,850,065 +3,998,777	+11%	+$224M	0.31%	65
2021 Q1	$1.99B	Sell	36,851,288 -1,081,922	-3%	-$57.2M	0.29%	75
2020 Q4	$1.99B	Buy	37,933,210 +2,487,384	+7%	+$119M	0.31%	70
2020 Q3	$1.64B	Buy	35,445,826 +3,343,311	+10%	+$145M	0.32%	75
2020 Q2	$1.25B	Sell	32,102,515 -822,805	-2%	-$31.3M	0.28%	85
2020 Q1	$1.13B	Buy	32,925,320 +2,651,445	+9%	+$112M	0.31%	78
2019 Q4	$1.36B	Buy	30,273,875 +3,111,310	+11%	+$138M	0.32%	68
2019 Q3	$1.22B	Buy	27,162,565 +565,530	+2%	+$25.1M	0.32%	72
2019 Q2	$1.12B	Buy	26,597,035 +1,326,783	+5%	+$56M	0.3%	81
2019 Q1	$1.01B	Buy	25,270,252 +3,612,682	+17%	+$136M	0.29%	84
2018 Q4	$737M	Buy	21,657,570 +3,004,551	+16%	+$110M	0.22%	103
2018 Q3	$661M	Sell	18,653,019 -979,036	-5%	-$34.7M	0.17%	137
2018 Q2	$644M	Sell	19,632,055 -4,236,019	-18%	-$138M	0.17%	128
2018 Q1	$816M	Buy	23,868,074 +3,544,989	+17%	+$138M	0.23%	93
2017 Q4	$814M	Buy	20,323,085 +3,147,495	+18%	+$118M	0.22%	89
2017 Q3	$661M	Sell	17,175,590 -12,036,727	-41%	-$474M	0.2%	112
2017 Q2	$1.14B	Buy	29,212,317 +2,748,882	+10%	+$108M	0.34%	53
2017 Q1	$995M	Sell	26,463,435 -879,743	-3%	-$32.6M	0.31%	62
2016 Q4	$944M	Sell	27,343,178 -2,045,776	-7%	-$68.3M	0.31%	54
2016 Q3	$975M	Buy	29,388,954 +345,024	+1%	+$11.5M	0.33%	48
2016 Q2	$947M	Buy	29,043,930 +696,604	+2%	+$21.6M	0.34%	47
2016 Q1	$866M	Buy	28,347,326 +2,632,456	+10%	+$75.6M	0.33%	48
2015 Q4	$726M	Sell	25,714,870 -1,736,714	-6%	-$52.3M	0.26%	81
2015 Q3	$781M	Buy	27,451,584 +8,564,428	+45%	+$254M	0.29%	59
2015 Q2	$568M	Buy	18,887,156 +2,246,912	+14%	+$66M	0.2%	117
2015 Q1	$470M	Buy	16,640,244 +3,589,652	+28%	+$103M	0.17%	138
2014 Q4	$379M	Sell	13,050,592 -2,159,446	-14%	-$59.2M	0.14%	172
2014 Q3	$409M	Buy	15,210,038 +2,691,560	+22%	+$73.7M	0.16%	147
2014 Q2	$336M	Sell	12,518,478 -2,694,316	-18%	-$69.2M	0.13%	191
2014 Q1	$381M	Buy	15,212,794 +3,272,334	+27%	+$85.2M	0.16%	151
2013 Q4	$310M	Buy	11,940,460 +1,611,854	+16%	+$38.8M	0.13%	179
2013 Q3	$233M	Sell	10,328,606 -2,355,650	-19%	-$51.3M	0.11%	208
2013 Q2	$265M	Buy	+12,684,256	New	+$262M	0.13%	187

Other funds holding CMCSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley's CMCSA Position: Q1 2026 in Review

Morgan Stanley increased its Comcast (CMCSA) stake by 3.2% in Q1 2026, buying an estimated $39.7M and bringing the position to 42,940,885 shares worth $1.23B. The position accounts for 0.07% of the portfolio, ranked #237.

Morgan Stanley first reported a position in CMCSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.76B in Q4 2023. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Morgan Stanley held 42,940,885 shares of Comcast worth $1.23B as of Q1 2026.
Morgan Stanley bought 1,325,646 Comcast shares in Q1 2026, an estimated $39.7M.
Comcast made up 0.07% of Morgan Stanley's portfolio in Q1 2026, its #237 holding.
Morgan Stanley first reported a position in Comcast in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Comcast position peaked at $4.76B in Q4 2023.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.