Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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 8,592,563 3.52 Reduce 4.13% 0.14 $24.53–32.40 · VW $27.27i $246,692,484 SEC
2025   Q4 8,962,620 3.37 Reduce 25.26% 1.25 $24.74–32.86 · VW $29.52i $251,070,949 SEC
2025   Q3 11,991,723 4.95 Add 1.33% 0.06 $24.13–32.29 · VW $27.14i $353,120,834 SEC
2025   Q2 11,834,693 5.75 Add 1.23% 0.07 $29.08–34.36 · VW $31.76i $395,857,741 SEC
2025   Q1 11,690,735 6.54 Add 0.81% 0.05 $29.47–35.60 · VW $32.49i $404,300,016 SEC
2024   Q4 11,596,650 5.88 Add 0.58% 0.03 $30.46–40.72 · VW $34.94i $407,893,416 SEC
2024   Q3 11,529,611 6.39 Reduce 0.11% <0.01 $35.75–42.46 · VW $39.56i $451,351,332 SEC
2024   Q2 11,542,816 5.83 Add 2.07% 0.12 $34.40–39.02 · VW $36.84i $423,633,232 SEC
2024   Q1 11,308,189 6.56 Add 0.35% 0.02 $34.14–40.94 · VW $37.53i $459,428,285 SEC
2023   Q4 11,268,844 7.07 Add 1.38% 0.10 $38.13–44.15 · VW $40.82i $463,110,418 SEC
2023   Q3 11,115,865 7.38 Reduce 1.67% 0.11 $35.54–43.77 · VW $39.52i $461,928,267 SEC
2023   Q2 11,304,177 6.55 Reduce 3.44% 0.23 $36.06–44.48 · VW $41.46i $440,195,450 SEC
2023   Q1 11,707,269 6.57 Reduce 2.19% 0.13 $32.46–39.36 · VW $36.23i $415,953,676 SEC
2022   Q4 11,969,968 6.14 Reduce 1.23% 0.07 $31.66–38.57 · VW $35.02i $392,305,315 SEC
2022   Q3 12,119,292 5.37 Add 0.78% 0.04 $26.61–34.70 · VW $31.88i $333,139,000 SEC
2022   Q2 12,025,905 6.61 Add 2.48% 0.16 $33.37–41.76 · VW $36.35i $442,265,000 SEC
2022   Q1 11,734,853 6.63 Add 3.09% 0.20 $36.99–45.38 · VW $41.29i $514,926,000 SEC
2021   Q4 11,382,760 6.67 Add 16.05% 0.92 $41.49–49.97 · VW $45.10i $536,921,000 SEC
2021   Q3 9,808,144 6.68 Reduce 2.56% 0.17 $46.67–57.92 · VW $50.48i $514,123,000 SEC
2021   Q2 10,065,681 6.76 Reduce 0.80% 0.06 $51.46–56.94 · VW $55.09i $537,905,000 SEC
2021   Q1 10,146,597 6.99 Reduce 3.64% 0.24 $49.17–55.40 · VW $52.77i $514,557,000 SEC
2020   Q4 10,530,404 6.66 Reduce 6.74% 0.45 $45.13–50.23 · VW $48.26i $517,145,000 SEC
2020   Q3 11,290,983 6.75 Reduce 10.19% 0.62 $38.40–49.19 · VW $44.89i $489,523,000 SEC
2020   Q2 12,571,742 6.12 Reduce 4.73% 0.28 $35.40–42.36 · VW $39.92i $459,275,000 SEC
2020   Q1 13,196,114 5.94 Add 18.84% 0.94 $29.72–40.72 · VW $35.85i $425,194,000 SEC
2019   Q4 11,104,331 4.41 Reduce 0.92% 0.04 $36.52–44.74 · VW $39.72i $468,005,000 SEC
2019   Q3 11,207,799 4.42 Reduce 9.28% 0.40 $40.53–44.30 · VW $42.07i $473,522,000 SEC
2019   Q2 12,354,870 4.29 Reduce 6.90% 0.30 $38.13–42.46 · VW $40.69i $489,563,000 SEC
2019   Q1 13,270,233 4.38 Reduce 0.47% 0.02 $35.51–41.20 · VW $38.38i $497,230,000 SEC
2018   Q4 13,333,536 4.06 Add 2.43% 0.10 $30.56–36.82 · VW $34.54i $425,499,000 SEC
2018   Q3 13,017,148 3.14 Add 5.08% 0.15 $31.41–37.17 · VW $35.05i $431,994,000 SEC
2018   Q2 12,387,555 2.74 Add 34046.19% 2.73 $29.02–34.74 · VW $32.81i $380,914,000 SEC
2018   Q1 36,278 0.01 Reduce 24.44% <0.01 $28.52–34.88 · VW $30.87i $1,162,000 SEC
2017   Q4 48,015 0.01 Buy 0.01 $33.51–41.24 · VW $36.23i $1,802,000 SEC
Price snapshot:
Current price$23.97
Avg. buy price$33.82
+/- since buy-29.12%
52-week low$21.83
52-week high$32.20