Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
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 47,000 0.09 Reduce 48.18% 0.07 $24.53–32.40 · VW $27.27i $1,349,370 SEC
2025   Q4 90,695 0.15 Reduce 81.17% 0.63 $24.74–32.86 · VW $29.52i $2,540,650 SEC
2025   Q3 481,751 0.77 $29.45 $14,186,130 SEC
2025   Q2 481,751 0.87 $33.45 $16,114,035 SEC
2025   Q1 481,751 0.89 Add 375.26% 0.70 $29.47–35.60 · VW $32.49i $16,660,350 SEC
2024   Q4 101,365 0.18 $35.17 $3,565,350 SEC
2024   Q3 101,365 0.20 $39.15 $3,968,150 SEC
2024   Q2 101,365 0.20 Add 42.86% 0.06 $34.40–39.02 · VW $36.84i $3,720,200 SEC
2024   Q1 70,956 0.15 Add 2.94% <0.01 $34.14–40.94 · VW $37.53i $2,882,775 SEC
2023   Q4 68,928 0.15 $41.10 $2,832,710 SEC
2023   Q3 68,928 0.16 $41.56 $2,864,364 SEC
2023   Q2 68,928 0.14 $38.94 $2,684,130 SEC
2023   Q1 68,928 0.14 $35.53 $2,448,986 SEC
2022   Q4 68,928 0.13 $32.77 $2,259,062 SEC
2022   Q3 68,928 0.11 Reduce 87.45% 0.94 $26.61–34.70 · VW $31.88i $1,895,000 SEC
2022   Q2 549,078 1.07 Reduce 4.32% 0.05 $33.37–41.76 · VW $36.35i $20,193,000 SEC
2022   Q1 573,878 1.13 Reduce 4.44% 0.05 $36.99–45.38 · VW $41.29i $25,182,000 SEC
2021   Q4 600,553 1.15 Add 0.51% <0.01 $41.49–49.97 · VW $45.10i $28,328,000 SEC
2021   Q3 597,520 1.32 $52.42 $31,321,000 SEC
2021   Q2 597,520 1.36 Reduce 8.20% 0.12 $51.46–56.94 · VW $55.09i $31,931,000 SEC
2021   Q1 650,870 1.47 Add 2.52% 0.04 $49.17–55.40 · VW $52.77i $33,007,000 SEC
2020   Q4 634,865 1.34 $49.11 $31,178,000 SEC
2020   Q3 634,865 1.30 Reduce 1.65% 0.02 $38.40–49.19 · VW $44.89i $27,525,000 SEC
2020   Q2 645,535 1.18 $36.53 $23,583,000 SEC
2020   Q1 645,535 1.11 $32.22 $20,800,000 SEC
2019   Q4 645,535 1.09 $42.15 $27,207,000 SEC
2019   Q3 645,535 1.14 Reduce 35.46% 0.57 $40.53–44.30 · VW $42.07i $27,273,000 SEC
2019   Q2 1,000,259 1.62 Reduce 5.41% 0.09 $38.13–42.46 · VW $40.69i $39,635,000 SEC
2019   Q1 1,057,450 1.70 Reduce 6.94% 0.12 $35.51–41.20 · VW $38.38i $39,622,000 SEC
2018   Q4 1,136,307 1.72 Reduce 1.58% 0.03 $30.56–36.82 · VW $34.54i $36,262,000 SEC
2018   Q3 1,154,599 1.62 Add 17.50% 0.24 $31.41–37.17 · VW $35.05i $38,317,000 SEC
2018   Q2 982,597 1.33 Add 47.42% 0.43 $29.02–34.74 · VW $32.81i $30,215,000 SEC
2018   Q1 666,511 0.97 Reduce 0.14% <0.01 $28.52–34.88 · VW $30.87i $21,345,000 SEC
2017   Q4 667,430 1.13 Add 2.06% 0.02 $33.51–41.24 · VW $36.23i $25,052,000 SEC
2017   Q3 653,986 1.06 $36.06 $23,585,000 SEC
2017   Q2 653,986 1.13 $36.48 $23,855,000 SEC
2017   Q1 653,986 1.03 Reduce 1.83% 0.02 $34.39–39.09 · VW $37.52i $23,040,000 SEC
2016   Q4 666,171 0.93 Reduce 1.97% 0.02 $31.90–36.02 · VW $34.33i $21,555,000 SEC
2016   Q3 679,551 0.86 Add 0.33% <0.01 $28.13–32.93 · VW $31.21i $21,125,000 SEC
2016   Q2 677,332 0.83 $30.55 $20,691,000 SEC
2016   Q1 677,332 0.74 Add 4783.08% 0.72 $27.20–29.70 · VW $28.86i $19,387,000 SEC
2015   Q4 13,871 0.01 Buy 0.01 $24.53–28.95 · VW $26.84i $367,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.01 $13.28–16.48 · VW $15.16i SEC
2012   Q1 18,139 0.01 Reduce 12.37% <0.01 $13.16–14.47 · VW $13.73i $255,000 SEC
2011   Q4 20,700 0.01 $11.11 $230,000 SEC
2011   Q3 20,700 0.01 Add 32.88% <0.01 $9.24–11.87 · VW $10.58i $203,000 SEC
2011   Q2 15,578 <0.01 $11.87 $185,000 SEC
2011   Q1 15,578 0.01 $11.56 $180,000 SEC
2010   Q4 15,578 <0.01 $10.27 $160,000 SEC
2010   Q3 15,578 <0.01 $8.47 $132,000 SEC
2010   Q2 15,578 <0.01 $8.15 $127,000 SEC
2010   Q1 15,578 <0.01 Buy <0.01 $7.64–9.63 · VW $8.58i $137,000 SEC
2009   Q1 0 0.00 Sell 100.00% 1.64 $5.20–7.99 · VW $6.55i SEC
2008   Q4 2,678,170 1.64 Reduce 67.15% 2.70 $5.60–8.48 · VW $6.73i $21,184,000 SEC
2008   Q3 8,151,880 4.02 Reduce 26.68% 1.18 $5.86–10.29 · VW $8.09i $74,987,000 SEC
2008   Q2 11,118,140 4.44 Reduce 23.57% 1.13 $8.42–10.71 · VW $9.69i $98,834,000 SEC
2008   Q1 14,546,048 4.82 Add 12.84% 0.55 $8.65–10.65 · VW $9.95i $131,828,000 SEC
2007   Q4 12,891,046 3.63 Add 21.24% 0.64 $7.55–10.13 · VW $8.95i $110,305,000 SEC
2007   Q3 10,632,655 3.10 Add 0.10% <0.01 $8.82–12.31 · VW $10.25i $120,477,000 SEC
2007   Q2 10,622,252 3.29 $13.18 $139,971,000 SEC
2007   Q1 10,622,252 3.26 Reduce 9.75% 0.37 $11.59–13.33 · VW $12.59i $129,169,000 SEC
2006   Q4 11,769,277 3.80 Reduce 0.19% <0.01 $11.68–14.14 · VW $12.62i $155,637,000 SEC
2006   Q3 11,792,164 3.53 Buy 3.53 $10.64–12.87 · VW $12.05i $135,752,000 SEC
2006   Q2 0 0.00 Sell 100.00% 3.52 $9.62–11.15 · VW $10.57i SEC
2006   Q1 18,680,396 3.52 Buy 3.52 $8.12–10.13 · VW $9.43i $152,665,000 SEC
Price snapshot:
Current price$23.97
Avg. buy price$34.17
+/- since buy-29.84%
52-week low$21.83
52-week high$32.20