Needham Investment Management’s Comcast CMCSA Stock Holding History

Needham 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	$6.65M	Hold	231,500	–	–	0.34%	77
2025 Q4	$6.92M	Hold	231,500	–	–	0.44%	62
2025 Q3	$7.27M	Sell	231,500 -1,000	-0.4%	-$33.5K	0.51%	58
2025 Q2	$8.3M	Sell	232,500 -7,000	-3%	-$242K	0.66%	49
2025 Q1	$8.84M	Sell	239,500 -29,500	-11%	-$1.06M	0.83%	44
2024 Q4	$10.1M	Sell	269,000 -1,000	-0.4%	-$41.5K	0.78%	44
2024 Q3	$11.3M	Hold	270,000	–	–	0.87%	41
2024 Q2	$10.6M	Hold	270,000	–	–	0.87%	38
2024 Q1	$11.7M	Hold	270,000	–	–	1.09%	24
2023 Q4	$11.8M	Hold	270,000	–	–	1.49%	19
2023 Q3	$12M	Hold	270,000	–	–	2.04%	13
2023 Q2	$11.2M	Sell	270,000 -7,500	-3%	-$298K	1.85%	15
2023 Q1	$10.5M	Sell	277,500 -2,500	-0.9%	-$94.5K	1.81%	16
2022 Q4	$9.79M	Sell	280,000 -10,000	-3%	-$331K	1.77%	18
2022 Q3	$8.51M	Sell	290,000 -5,000	-2%	-$187K	1.67%	20
2022 Q2	$11.6M	Sell	295,000 -9,000	-3%	-$386K	2.16%	12
2022 Q1	$14.2M	Hold	304,000	–	–	2.06%	14
2021 Q4	$15.3M	Hold	304,000	–	–	1.92%	14
2021 Q3	$17M	Sell	304,000 -1,000	-0.3%	-$58.3K	2.27%	10
2021 Q2	$17.4M	Sell	305,000 -4,000	-1%	-$224K	2.54%	11
2021 Q1	$16.7M	Sell	309,000 -500	-0.2%	-$26.4K	2.28%	11
2020 Q4	$16.2M	Sell	309,500 -500	-0.2%	-$24K	2.72%	9
2020 Q3	$14.3M	Sell	310,000 -4,000	-1%	-$174K	2.86%	8
2020 Q2	$12.2M	Sell	314,000 -1,000	-0.3%	-$38.1K	2.62%	8
2020 Q1	$10.8M	Hold	315,000	–	–	3.06%	9
2019 Q4	$14.2M	Hold	315,000	–	–	3.86%	6
2019 Q3	$14.2M	Hold	315,000	–	–	4.56%	4
2019 Q2	$13.3M	Hold	315,000	–	–	4.39%	4
2019 Q1	$12.6M	Hold	315,000	–	–	4.28%	5
2018 Q4	$10.7M	Hold	315,000	–	–	4.02%	5
2018 Q3	$11.2M	Hold	315,000	–	–	3.36%	8
2018 Q2	$10.3M	Hold	315,000	–	–	2.9%	11
2018 Q1	$10.8M	Hold	315,000	–	–	3.08%	11
2017 Q4	$12.6M	Hold	315,000	–	–	3.35%	8
2017 Q3	$12.1M	Sell	315,000 -2,000	-0.6%	-$78.8K	3.07%	11
2017 Q2	$12.3M	Sell	317,000 -500	-0.2%	-$19.7K	3.28%	7
2017 Q1	$11.9M	Sell	317,500 -2,500	-0.8%	-$92.8K	3.07%	9
2016 Q4	$11M	Hold	320,000	–	–	2.82%	10
2016 Q3	$10.6M	Hold	320,000	–	–	2.8%	9
2016 Q2	$10.4M	Hold	320,000	–	–	2.88%	9
2016 Q1	$9.77M	Hold	320,000	–	–	2.55%	11
2015 Q4	$9.03M	Hold	320,000	–	–	2.25%	15
2015 Q3	$9.1M	Hold	320,000	–	–	2.28%	14
2015 Q2	$9.62M	Hold	320,000	–	–	2.09%	15
2015 Q1	$9.04M	Hold	320,000	–	–	1.92%	19
2014 Q4	$9.28M	Hold	320,000	–	–	1.95%	15
2014 Q3	$8.61M	Hold	320,000	–	–	1.9%	16
2014 Q2	$8.59M	Hold	320,000	–	–	1.79%	19
2014 Q1	$8.01M	Hold	320,000	–	–	1.69%	23
2013 Q4	$8.31M	Hold	320,000	–	–	1.72%	22
2013 Q3	$7.22M	Hold	320,000	–	–	1.61%	24
2013 Q2	$6.68M	Buy	+320,000	New	+$6.61M	1.56%	26

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

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

Needham Investment Management held its Comcast (CMCSA) position steady in Q1 2026 at 231,500 shares worth $6.65M. The position accounts for 0.34% of the portfolio, ranked #77.

Needham Investment Management first reported a position in CMCSA in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.4M in Q2 2021. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Needham Investment Management held 231,500 shares of Comcast worth $6.65M as of Q1 2026.
Needham Investment Management left its Comcast share count unchanged in Q1 2026.
Comcast made up 0.34% of Needham Investment Management's portfolio in Q1 2026, its #77 holding.
Needham Investment Management first reported a position in Comcast in Q2 2013 and has held it in 52 quarters since.
Needham Investment Management's Comcast position peaked at $17.4M in Q2 2021.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.