John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2021   Q4 0 0.00 Sell 100.00% 4.75 $41.49–49.97 · VW $45.10i SEC
2021   Q3 17,365,247 4.75 Add 60.43% 1.79 $46.67–57.92 · VW $50.48i $910,251,000 SEC
2021   Q2 10,824,182 3.11 Add 7.34% 0.21 $51.46–56.94 · VW $55.09i $578,439,000 SEC
2021   Q1 10,083,829 2.89 Reduce 10.99% 0.37 $49.17–55.40 · VW $52.77i $511,374,000 SEC
2020   Q4 11,329,407 3.36 Reduce 4.01% 0.13 $45.13–50.23 · VW $48.26i $556,383,000 SEC
2020   Q3 11,802,861 3.36 Buy 3.36 $38.40–49.19 · VW $44.89i $511,715,000 SEC
2017   Q4 0 0.00 Sell 100.00% 8.28 $33.51–41.24 · VW $36.23i SEC
2017   Q3 25,252,143 8.28 Add 9.92% 0.75 $32.60–38.74 · VW $35.51i $910,686,000 SEC
2017   Q2 22,973,946 8.58 Add 0.32% 0.03 $35.75–39.53 · VW $37.78i $838,000,000 SEC
2017   Q1 22,901,498 9.02 Reduce 6.36% 0.64 $34.39–39.09 · VW $37.52i $806,811,000 SEC
2016   Q4 24,455,670 10.05 Reduce 1.81% 0.17 $31.90–36.02 · VW $34.33i $791,314,000 SEC
2016   Q3 24,907,632 9.17 Reduce 1.74% 0.15 $28.13–32.93 · VW $31.21i $774,308,000 SEC
2016   Q2 25,348,787 8.69 Add 12.56% 0.97 $28.43–32.03 · VW $30.35i $774,362,000 SEC
2016   Q1 22,521,244 6.48 Reduce 0.95% 0.06 $27.20–29.70 · VW $28.86i $644,610,000 SEC
2015   Q4 22,737,815 6.62 Add 17.50% 0.99 $24.53–28.95 · VW $26.84i $601,263,000 SEC
2015   Q3 19,350,901 6.14 Add 59.81% 2.30 $25.61–29.70 · VW $27.94i $515,782,000 SEC
2015   Q2 12,108,875 4.65 Buy 4.65 $23.43–30.45 · VW $26.76i $341,250,000 SEC
2015   Q1 0 0.00 Sell 100.00% 4.70 $26.09–28.51 · VW $27.33i SEC
2014   Q4 12,049,479 4.70 Reduce 54.38% 5.18 $24.58–28.06 · VW $26.82i $327,549,000 SEC
2014   Q3 26,410,437 9.52 Add 0.00% <0.01 $23.12–26.94 · VW $25.60i $665,583,000 SEC
2014   Q2 26,409,825 11.24 Add 58.03% 4.13 $24.34–26.47 · VW $25.48i $664,330,000 SEC
2014   Q1 16,711,762 6.08 Add 0.58% 0.04 $22.37–24.59 · VW $23.81i $391,873,000 SEC
2013   Q4 16,615,488 6.10 Add 9.95% 0.55 $22.59–25.90 · VW $24.24i $404,642,000 SEC
2013   Q3 15,111,283 5.84 $21.14 $319,504,000 SEC
Price snapshot:
Current price$23.97
52-week low$21.83
52-week high$32.20