Twin Lakes Capital Management’s Comcast CMCSA Stock Holding History

Twin Lakes Capital 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	$2.01K	Buy	70 +1	+1%	+$30	﹤0.01%	205
2025 Q4	$2.07K	Hold	69	–	–	﹤0.01%	216
2025 Q3	$2.16K	Buy	69 +1	+1%	+$34	﹤0.01%	212
2025 Q2	$2.43K	Buy	68 +1	+1%	+$35	﹤0.01%	210
2025 Q1	$2.49K	Hold	67	–	–	﹤0.01%	210
2024 Q4	$2.51K	Buy	67 +1	+2%	+$42	﹤0.01%	225
2024 Q3	$2.77K	Hold	66	–	–	﹤0.01%	224
2024 Q2	$2.58K	Buy	66 +1	+2%	+$39	﹤0.01%	229
2024 Q1	$2.83K	Hold	65	–	–	﹤0.01%	228
2023 Q4	$2.84K	Buy	65 +1	+2%	+$43	﹤0.01%	226
2023 Q3	$2.86K	Hold	64	–	–	﹤0.01%	236
2023 Q2	$2.66K	Buy	64 +1	+2%	+$40	﹤0.01%	229
2023 Q1	$2.41K	Hold	63	–	–	﹤0.01%	231
2022 Q4	$2.2K	Hold	63	–	–	﹤0.01%	232
2022 Q3	$2K	Buy	+63	New	+$2.36K	﹤0.01%	240
2022 Q2	–	Sell	-62	Closed	-$3K	–	168
2022 Q1	$3K	Buy	62 +1	+2%	+$48	﹤0.01%	247
2021 Q4	$3K	Hold	61	–	–	﹤0.01%	247
2021 Q3	$3K	Hold	61	–	–	﹤0.01%	238
2021 Q2	$3K	Hold	61	–	–	﹤0.01%	218
2021 Q1	$3K	Buy	+61	New	+$3.22K	﹤0.01%	210

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

Twin Lakes Capital Management's CMCSA Position: Q1 2026 in Review

Twin Lakes Capital Management increased its Comcast (CMCSA) stake by 1.4% in Q1 2026, buying an estimated $30 and bringing the position to 70 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Twin Lakes Capital Management first reported a position in CMCSA in Q1 2021 and has held it in 20 quarters since. The position peaked at $3K in Q1 2022. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Twin Lakes Capital Management held 70 shares of Comcast worth $2.01K as of Q1 2026.
Twin Lakes Capital Management bought 1 Comcast share in Q1 2026, an estimated $30.
Comcast made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q1 2026, its #205 holding.
Twin Lakes Capital Management first reported a position in Comcast in Q1 2021 and has held it in 20 quarters since.
Twin Lakes Capital Management's Comcast position peaked at $3K in Q1 2022.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.