TwinBeech Capital’s Comcast CMCSA Stock Holding History

TwinBeech Capital’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	$8.89M	Buy	+309,484	New	+$9.26M	0.92%	12
2025 Q4	–	Sell	-37,098	Closed	-$1.17M	–	631
2025 Q3	$1.17M	Buy	37,098 +21,015	+131%	+$704K	0.05%	293
2025 Q2	$574K	Buy	16,083 +2,402	+18%	+$83.1K	0.01%	480
2025 Q1	$505K	Sell	13,681 -565,810	-98%	-$20.4M	0.01%	576
2024 Q4	$21.7M	Buy	579,491 +565,513	+4,046%	+$23.5M	0.37%	92
2024 Q3	$584K	Buy	+13,978	New	+$552K	0.01%	576
2023 Q3	–	Sell	-472,833	Closed	-$19.6M	–	668
2023 Q2	$19.6M	Buy	+472,833	New	+$18.8M	0.39%	74
2022 Q4	–	Sell	-844,387	Closed	-$24.8M	–	727
2022 Q3	$24.8M	Buy	+844,387	New	+$31.6M	0.65%	38
2022 Q2	–	Sell	-570,990	Closed	-$26.7M	–	533
2022 Q1	$26.7M	Buy	570,990 +511,177	+855%	+$24.6M	1.18%	9
2021 Q4	$3.01M	Buy	+59,813	New	+$3.12M	0.17%	170
2021 Q3	–	Sell	-137,706	Closed	-$7.85M	–	604
2021 Q2	$7.85M	Buy	+137,706	New	+$7.7M	0.95%	22
2021 Q1	–	Sell	-128,631	Closed	-$6.74M	–	479
2020 Q4	$6.74M	Buy	+128,631	New	+$6.16M	1.09%	8
2020 Q2	–	Sell	-17,006	Closed	-$585K	–	376
2020 Q1	$585K	Sell	17,006 -9,730	-36%	-$410K	0.23%	136
2019 Q4	$1.2M	Buy	+26,736	New	+$1.19M	0.35%	94

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

TwinBeech Capital's CMCSA Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Comcast (CMCSA) in Q1 2026: 309,484 shares worth $8.89M. The stake represents 0.92% of the portfolio and ranks #12 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in CMCSA as recently as Q3 2025.

TwinBeech Capital first reported a position in CMCSA in Q4 2019 and has held it in 14 quarters since. The position peaked at $26.7M in Q1 2022. 2,043 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

TwinBeech Capital held 309,484 shares of Comcast worth $8.89M as of Q1 2026.
Comcast was a new TwinBeech Capital position in Q1 2026.
Comcast made up 0.92% of TwinBeech Capital's portfolio in Q1 2026, its #12 holding.
TwinBeech Capital first reported a position in Comcast in Q4 2019 and has held it in 14 quarters since.
TwinBeech Capital's Comcast position peaked at $26.7M in Q1 2022.
2,043 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.