Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Comcast Corp. (CMCSA)
← All CMCSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 37,780,637 1.84 Reduce 2.11% 0.04 $24.53–32.40 · VW $27.27i $1,084,682,099 SEC
2025   Q4 38,595,465 1.91 Add 0.68% 0.01 $24.74–32.86 · VW $29.52i $1,081,179,447 SEC
2025   Q3 38,333,761 2.06 Add 0.06% <0.01 $24.13–32.29 · VW $27.14i $1,128,816,092 SEC
2025   Q2 38,310,887 2.49 Add 1.39% 0.03 $29.08–34.36 · VW $31.76i $1,281,457,868 SEC
2025   Q1 37,787,072 2.70 Add 3.85% 0.10 $29.47–35.60 · VW $32.49i $1,306,788,138 SEC
2024   Q4 36,385,849 2.87 Add 7.13% 0.19 $30.46–40.72 · VW $34.94i $1,279,813,401 SEC
2024   Q3 33,963,561 2.74 Reduce 0.00% <0.01 $35.75–42.46 · VW $39.56i $1,329,576,336 SEC
2024   Q2 33,964,364 2.77 Reduce 0.51% 0.02 $34.40–39.02 · VW $36.84i $1,246,527,179 SEC
2024   Q1 34,140,071 3.16 Add 0.24% <0.01 $34.14–40.94 · VW $37.53i $1,387,040,388 SEC
2023   Q4 34,059,320 3.35 Reduce 0.20% <0.01 $38.13–44.15 · VW $40.82i $1,399,719,941 SEC
2023   Q3 34,128,792 3.64 Reduce 1.44% 0.05 $35.54–43.77 · VW $39.52i $1,418,248,022 SEC
2023   Q2 34,626,644 3.45 Reduce 0.65% 0.02 $36.06–44.48 · VW $41.46i $1,348,394,602 SEC
2023   Q1 34,853,086 3.29 Add 0.04% <0.01 $32.46–39.36 · VW $36.23i $1,238,640,115 SEC
2022   Q4 34,838,950 3.15 Add 3.18% 0.10 $31.66–38.57 · VW $35.02i $1,141,816,381 SEC
2022   Q3 33,766,539 2.81 Add 4.42% 0.12 $26.61–34.70 · VW $31.88i $928,184,000 SEC
2022   Q2 32,336,118 3.36 Add 0.68% 0.02 $33.37–41.76 · VW $36.35i $1,189,193,000 SEC
2022   Q1 32,118,961 3.46 Add 2.41% 0.08 $36.99–45.38 · VW $41.29i $1,409,381,000 SEC
2021   Q4 31,363,850 3.71 Reduce 0.19% <0.01 $41.49–49.97 · VW $45.10i $1,479,421,000 SEC
2021   Q3 31,422,985 4.22 Reduce 1.41% 0.06 $46.67–57.92 · VW $50.48i $1,647,130,000 SEC
2021   Q2 31,873,915 4.26 Reduce 1.02% 0.04 $51.46–56.94 · VW $55.09i $1,703,328,000 SEC
2021   Q1 32,203,200 4.34 Reduce 0.66% 0.03 $49.17–55.40 · VW $52.77i $1,633,098,000 SEC
2020   Q4 32,417,970 4.48 Reduce 6.28% 0.28 $45.13–50.23 · VW $48.26i $1,592,035,000 SEC
2020   Q3 34,591,544 4.50 Reduce 0.59% 0.02 $38.40–49.19 · VW $44.89i $1,499,723,000 SEC
2020   Q2 34,795,418 4.00 Add 0.05% <0.01 $35.40–42.36 · VW $39.92i $1,271,158,000 SEC
2020   Q1 34,777,904 4.07 Add 0.57% 0.02 $29.72–40.72 · VW $35.85i $1,120,585,000 SEC
2019   Q4 34,581,978 3.99 Reduce 0.79% 0.03 $36.52–44.74 · VW $39.72i $1,457,499,000 SEC
2019   Q3 34,857,649 4.19 Reduce 5.18% 0.20 $40.53–44.30 · VW $42.07i $1,472,711,000 SEC
2019   Q2 36,762,715 3.94 Reduce 0.50% 0.02 $38.13–42.46 · VW $40.69i $1,456,727,000 SEC
2019   Q1 36,949,306 3.75 Reduce 0.92% 0.03 $35.51–41.20 · VW $38.38i $1,384,474,000 SEC
2018   Q4 37,292,236 3.45 Add 4.31% 0.14 $30.56–36.82 · VW $34.54i $1,190,066,000 SEC
2018   Q3 35,753,055 3.00 Add 5.72% 0.16 $31.41–37.17 · VW $35.05i $1,186,519,000 SEC
2018   Q2 33,820,164 2.57 Reduce 0.16% <0.01 $29.02–34.74 · VW $32.81i $1,039,962,000 SEC
2018   Q1 33,875,386 2.71 Add 0.07% <0.01 $28.52–34.88 · VW $30.87i $1,084,838,000 SEC
2017   Q4 33,852,917 3.00 Reduce 0.14% <0.01 $33.51–41.24 · VW $36.23i $1,270,674,000 SEC
2017   Q3 33,901,616 2.74 Add 2.26% 0.06 $32.60–38.74 · VW $35.51i $1,222,619,000 SEC
2017   Q2 33,153,415 2.91 Reduce 10.71% 0.35 $35.75–39.53 · VW $37.78i $1,209,307,000 SEC
2017   Q1 37,131,523 3.24 Reduce 21.53% 0.85 $34.39–39.09 · VW $37.52i $1,308,129,000 SEC
2016   Q4 47,319,525 3.93 Reduce 7.91% 0.32 $31.90–36.02 · VW $34.33i $1,531,121,000 SEC
2016   Q3 51,383,496 4.06 Reduce 8.16% 0.36 $28.13–32.93 · VW $31.21i $1,597,367,000 SEC
2016   Q2 55,946,414 4.37 Add 1.49% 0.06 $28.43–32.03 · VW $30.35i $1,709,066,000 SEC
2016   Q1 55,122,814 4.03 Add 7.41% 0.28 $27.20–29.70 · VW $28.86i $1,577,742,000 SEC
2015   Q4 51,318,778 3.46 Add 120140.81% 3.46 $24.53–28.95 · VW $26.84i $1,357,038,000 SEC
2015   Q3 42,680 <0.01 Reduce 97.76% 0.13 $25.61–29.70 · VW $27.94i $1,138,000 SEC
2015   Q2 1,903,833 0.13 Add 103.12% 0.07 $23.43–30.45 · VW $26.76i $53,653,000 SEC
2015   Q1 937,272 0.06 Reduce 72.00% 0.17 $26.09–28.51 · VW $27.33i $24,802,000 SEC
2014   Q4 3,347,823 0.23 Reduce 40.96% 0.15 $24.58–28.06 · VW $26.82i $91,006,000 SEC
2014   Q3 5,669,985 0.37 Reduce 10.81% 0.04 $23.12–26.94 · VW $25.60i $142,892,000 SEC
2014   Q2 6,357,338 0.41 Reduce 8.96% 0.04 $24.34–26.47 · VW $25.48i $159,917,000 SEC
2014   Q1 6,983,080 0.46 Reduce 26.08% 0.17 $22.37–24.59 · VW $23.81i $163,680,000 SEC
2013   Q4 9,447,109 0.66 Reduce 14.36% 0.10 $22.59–25.90 · VW $24.24i $230,046,000 SEC
2013   Q3 11,031,250 0.71 Add 25746.42% 0.71 $19.72–23.78 · VW $22.29i $233,393,000 SEC
2013   Q2 42,680 <0.01 $19.63 $838,000 SEC
2013   Q1 42,680 <0.01 $19.68 $840,000 SEC
2012   Q4 42,680 <0.01 $17.53 $748,000 SEC
2012   Q3 42,680 <0.01 $16.75 $715,000 SEC
2012   Q2 42,680 <0.01 Reduce 19.68% <0.01 $13.28–16.48 · VW $15.16i $639,000 SEC
2012   Q1 53,137 <0.01 Reduce 36.82% <0.01 $13.16–14.47 · VW $13.73i $747,000 SEC
2011   Q4 84,101 <0.01 $11.11 $934,000 SEC
2011   Q3 84,101 <0.01 Reduce 99.42% 1.06 $9.24–11.87 · VW $10.58i $824,000 SEC
2011   Q2 14,467,214 1.06 Add 16.07% 0.15 $8.99–12.25 · VW $10.44i $171,790,000 SEC
2011   Q1 12,463,960 1.01 Add 31.03% 0.24 $10.92–12.73 · VW $11.83i $144,381,000 SEC
2010   Q4 9,512,004 0.31 Reduce 7.76% 0.06 $9.49–12.10 · VW $11.22i $97,928,000 SEC
2010   Q3 10,312,753 0.77 Add 38.01% 0.21 $7.92–9.93 · VW $9.08i $87,373,000 SEC
2010   Q2 7,472,201 0.62 Buy 0.62 $7.85–9.28 · VW $8.38i $60,821,000 SEC
2010   Q1 0 0.00 Sell 100.00% 0.25 $7.64–9.63 · VW $8.58i SEC
2009   Q4 2,418,503 0.25 Add 2775.71% 0.24 $6.64–8.38 · VW $7.58i $19,108,000 SEC
2009   Q3 84,101 <0.01 $7.92 $666,000 SEC
2009   Q2 84,101 <0.01 Reduce 5.97% <0.01 $6.11–7.43 · VW $6.91i $571,000 SEC
2009   Q1 89,436 0.01 $6.40 $572,000 SEC
2008   Q4 89,436 0.01 Reduce 43.68% <0.01 $5.60–8.48 · VW $6.73i $707,000 SEC
2008   Q3 158,791 0.02 $9.20 $1,461,000 SEC
2008   Q2 158,791 0.02 $8.89 $1,412,000 SEC
2008   Q1 158,791 0.02 Reduce 21.18% <0.01 $8.65–10.65 · VW $9.95i $1,439,000 SEC
2007   Q4 201,471 0.02 Reduce 85.26% 0.15 $7.55–10.13 · VW $8.95i $1,724,000 SEC
2007   Q3 1,367,062 0.18 Reduce 87.01% 1.27 $8.82–12.31 · VW $10.25i $15,490,000 SEC
2007   Q2 10,521,369 1.46 Add 79.12% 0.64 $11.34–13.78 · VW $12.45i $138,641,000 SEC
2007   Q1 5,873,944 0.80 Add 14081.08% 0.79 $11.59–13.33 · VW $12.59i $71,429,000 SEC
2006   Q4 41,421 <0.01 $13.23 $548,000 SEC
2006   Q3 41,421 <0.01 Reduce 41.60% <0.01 $10.64–12.87 · VW $12.05i $477,000 SEC
2006   Q2 70,931 <0.01 $10.22 $725,000 SEC
Price snapshot:
Current price$23.97
Avg. buy price$28.80
+/- since buy-16.78%
52-week low$21.83
52-week high$32.20