Weitz Investment Management’s Comcast CMCSA Stock Holding History

Weitz 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	$1.35M	Sell	47,000 -38,000	-45%	-$1.14M	0.09%	45
2025 Q4	$2.54M	Sell	85,000 -366,500	-81%	-$10.5M	0.15%	41
2025 Q3	$14.2M	Hold	451,500	–	–	0.77%	36
2025 Q2	$16.1M	Hold	451,500	–	–	0.87%	35
2025 Q1	$16.7M	Buy	451,500 +356,500	+375%	+$12.9M	0.89%	37
2024 Q4	$3.57M	Hold	95,000	–	–	0.18%	43
2024 Q3	$3.97M	Hold	95,000	–	–	0.2%	45
2024 Q2	$3.72M	Buy	95,000 +28,500	+43%	+$1.12M	0.2%	46
2024 Q1	$2.88M	Buy	66,500 +1,900	+3%	+$82K	0.15%	53
2023 Q4	$2.83M	Hold	64,600	–	–	0.15%	53
2023 Q3	$2.86M	Hold	64,600	–	–	0.16%	50
2023 Q2	$2.68M	Hold	64,600	–	–	0.14%	48
2023 Q1	$2.45M	Hold	64,600	–	–	0.14%	51
2022 Q4	$2.26M	Hold	64,600	–	–	0.13%	54
2022 Q3	$1.9M	Sell	64,600 -450,000	-87%	-$16.8M	0.11%	56
2022 Q2	$20.2M	Sell	514,600 -23,243	-4%	-$997K	1.06%	36
2022 Q1	$25.2M	Sell	537,843 -25,000	-4%	-$1.2M	1.12%	32
2021 Q4	$28.3M	Buy	562,843 +2,843	+0.5%	+$148K	1.14%	33
2021 Q3	$31.3M	Hold	560,000	–	–	1.31%	27
2021 Q2	$31.9M	Sell	560,000 -50,000	-8%	-$2.8M	1.35%	26
2021 Q1	$33M	Buy	610,000 +15,000	+3%	+$792K	1.46%	25
2020 Q4	$31.2M	Hold	595,000	–	–	1.33%	26
2020 Q3	$27.5M	Sell	595,000 -10,000	-2%	-$435K	1.29%	28
2020 Q2	$23.6M	Hold	605,000	–	–	1.17%	29
2020 Q1	$20.8M	Hold	605,000	–	–	1.1%	28
2019 Q4	$27.2M	Hold	605,000	–	–	1.07%	32
2019 Q3	$27.3M	Sell	605,000 -332,450	-35%	-$14.7M	1.11%	31
2019 Q2	$39.6M	Sell	937,450 -53,600	-5%	-$2.26M	1.57%	25
2019 Q1	$39.6M	Sell	991,050 -73,905	-7%	-$2.78M	1.64%	20
2018 Q4	$36.3M	Sell	1,064,955 -17,143	-2%	-$626K	1.66%	19
2018 Q3	$38.3M	Buy	1,082,098 +161,201	+18%	+$5.71M	1.56%	21
2018 Q2	$30.2M	Buy	920,897 +296,238	+47%	+$9.65M	1.28%	22
2018 Q1	$21.3M	Sell	624,659 -861	-0.1%	-$33.4K	0.9%	34
2017 Q4	$25.1M	Buy	625,520 +12,600	+2%	+$474K	1.04%	27
2017 Q3	$23.6M	Hold	612,920	–	–	0.97%	30
2017 Q2	$23.9M	Hold	612,920	–	–	1.03%	28
2017 Q1	$23M	Sell	612,920 -11,420	-2%	-$424K	0.95%	31
2016 Q4	$21.6M	Sell	624,340 -12,540	-2%	-$419K	0.86%	33
2016 Q3	$21.1M	Buy	636,880 +2,080	+0.3%	+$69.2K	0.79%	37
2016 Q2	$20.7M	Hold	634,800	–	–	0.76%	38
2016 Q1	$19.4M	Buy	634,800 +621,800	+4,783%	+$17.8M	0.68%	43
2015 Q4	$367K	Buy	+13,000	New	+$392K	0.01%	62

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

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

Weitz Investment Management reduced its Comcast (CMCSA) stake by 45% in Q1 2026, selling an estimated $1.14M and leaving 47,000 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #45.

Weitz Investment Management first reported a position in CMCSA in Q4 2015 and has held it in 42 quarters since. The position peaked at $39.6M in Q2 2019. 2,042 funds tracked by Wall St. Rank hold CMCSA as of Q1 2026.

Weitz Investment Management held 47,000 shares of Comcast worth $1.35M as of Q1 2026.
Weitz Investment Management sold 38,000 Comcast shares in Q1 2026, an estimated $1.14M.
Comcast made up 0.09% of Weitz Investment Management's portfolio in Q1 2026, its #45 holding.
Weitz Investment Management first reported a position in Comcast in Q4 2015 and has held it in 42 quarters since.
Weitz Investment Management's Comcast position peaked at $39.6M in Q2 2019.
2,042 funds tracked by Wall St. Rank held Comcast as of Q1 2026.

Based on Weitz Investment Management's 13F filing for Q1 2026, filed 14 May 2026.