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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,592,563 3.52 Add 2.29% 0.08 $28.71 $246,692,484 SEC
2025   Q4 8,399,831 3.37 Reduce 25.26% 1.25 $29.89 $251,070,949 SEC
2025   Q3 11,238,728 4.95 Add 1.33% 0.06 $31.42 $353,120,834 SEC
2025   Q2 11,091,559 5.75 Add 1.23% 0.07 $35.69 $395,857,741 SEC
2025   Q1 10,956,640 6.54 Add 0.81% 0.05 $36.90 $404,300,016 SEC
2024   Q4 10,868,463 5.88 Add 0.58% 0.03 $37.53 $407,893,416 SEC
2024   Q3 10,805,634 6.39 Reduce 0.11% <0.01 $41.77 $451,351,332 SEC
2024   Q2 10,818,009 5.83 Add 2.07% 0.12 $39.16 $423,633,232 SEC
2024   Q1 10,598,115 6.56 Add 0.35% 0.02 $43.35 $459,428,285 SEC
2023   Q4 10,561,241 7.07 Add 1.38% 0.10 $43.85 $463,110,418 SEC
2023   Q3 10,417,868 7.38 Reduce 1.67% 0.11 $44.34 $461,928,267 SEC
2023   Q2 10,594,355 6.55 Reduce 3.44% 0.23 $41.55 $440,195,450 SEC
2023   Q1 10,972,136 6.57 Reduce 2.19% 0.13 $37.91 $415,953,676 SEC
2022   Q4 11,218,339 6.14 Reduce 1.23% 0.07 $34.97 $392,305,315 SEC
2022   Q3 11,358,287 5.37 Add 0.78% 0.04 $29.33 $333,139,000 SEC
2022   Q2 11,270,764 6.61 Add 2.48% 0.16 $39.24 $442,265,000 SEC
2022   Q1 10,997,988 6.63 Add 3.09% 0.20 $46.82 $514,926,000 SEC
2021   Q4 10,668,004 6.67 Add 16.05% 0.92 $50.33 $536,921,000 SEC
2021   Q3 9,192,262 6.68 Reduce 2.56% 0.17 $55.93 $514,123,000 SEC
2021   Q2 9,433,628 6.76 Reduce 0.80% 0.06 $57.02 $537,905,000 SEC
2021   Q1 9,509,463 6.99 Reduce 3.64% 0.24 $54.11 $514,557,000 SEC
2020   Q4 9,869,170 6.66 Reduce 6.74% 0.45 $52.40 $517,145,000 SEC
2020   Q3 10,581,990 6.75 Reduce 10.19% 0.62 $46.26 $489,523,000 SEC
2020   Q2 11,782,326 6.12 Reduce 4.73% 0.28 $38.98 $459,275,000 SEC
2020   Q1 12,367,492 5.94 Add 18.84% 0.94 $34.38 $425,194,000 SEC
2019   Q4 10,407,058 4.41 Reduce 0.92% 0.04 $44.97 $468,005,000 SEC
2019   Q3 10,504,029 4.42 Reduce 9.28% 0.40 $45.08 $473,522,000 SEC
2019   Q2 11,579,072 4.29 Reduce 6.90% 0.30 $42.28 $489,563,000 SEC
2019   Q1 12,436,957 4.38 Reduce 0.47% 0.02 $39.98 $497,230,000 SEC
2018   Q4 12,496,285 4.06 Add 2.43% 0.10 $34.05 $425,499,000 SEC
2018   Q3 12,199,764 3.14 Add 5.08% 0.15 $35.41 $431,994,000 SEC
2018   Q2 11,609,705 2.74 Add 34,046.19% 2.73 $32.81 $380,914,000 SEC
2018   Q1 34,000 0.01 Reduce 24.44% <0.01 $34.18 $1,162,000 SEC
2017   Q4 45,000 0.01 Buy 0.01 $40.04 $1,802,000 SEC