Wallace Weitz's CMCSA Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 451,500 shares of Comcast Corporation (CMCSA) worth $14.19 M, representing 0.77% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in CMCSA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 621,800 shares. Largest reduction occurred in Q3 2022, reducing 450,000 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Comcast Corporation (CMCSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Comcast Corporation (CMCSA) Trades by Wallace Weitz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +13,000 | New Buy | 13,000 | $28.23 |
| Q1 2016 | +621,800 | Add 4783.08% | 634,800 | $30.54 |
| Q3 2016 | +2,080 | Add 0.33% | 636,880 | $33.17 |
| Q4 2016 | -12,540 | Reduce 1.97% | 624,340 | $34.52 |
| Q1 2017 | -11,420 | Reduce 1.83% | 612,920 | $37.59 |
| Q4 2017 | +12,600 | Add 2.06% | 625,520 | $40.05 |
| Q1 2018 | -861 | Reduce 0.14% | 624,659 | $34.17 |
| Q2 2018 | +296,238 | Add 47.42% | 920,897 | $32.81 |
| Q3 2018 | +161,201 | Add 17.50% | 1.08 M | $35.41 |
| Q4 2018 | -17,143 | Reduce 1.58% | 1.06 M | $34.05 |
| Q1 2019 | -73,905 | Reduce 6.94% | 991,050 | $39.98 |
| Q2 2019 | -53,600 | Reduce 5.41% | 937,450 | $42.28 |
| Q3 2019 | -332,450 | Reduce 35.46% | 605,000 | $45.08 |
| Q3 2020 | -10,000 | Reduce 1.65% | 595,000 | $46.26 |
| Q1 2021 | +15,000 | Add 2.52% | 610,000 | $54.11 |
| Q2 2021 | -50,000 | Reduce 8.20% | 560,000 | $57.02 |
| Q4 2021 | +2,843 | Add 0.51% | 562,843 | $50.33 |
| Q1 2022 | -25,000 | Reduce 4.44% | 537,843 | $46.82 |
| Q2 2022 | -23,243 | Reduce 4.32% | 514,600 | $39.24 |
| Q3 2022 | -450,000 | Reduce 87.45% | 64,600 | $29.33 |
| Q1 2024 | +1,900 | Add 2.94% | 66,500 | $43.35 |
| Q2 2024 | +28,500 | Add 42.86% | 95,000 | $39.16 |
| Q1 2025 | +356,500 | Add 375.26% | 451,500 | $36.90 |
Wallace Weitz's Comcast Corporation Investment FAQs
Wallace Weitz first purchased Comcast Corporation (CMCSA) in Q4 2015, acquiring 13,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Comcast Corporation (CMCSA) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's largest addition to Comcast Corporation (CMCSA) was in Q1 2016, adding 634,800 shares worth $19.39 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 451,500 shares of Comcast Corporation (CMCSA), valued at approximately $14.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Comcast Corporation (CMCSA) represents approximately 0.77% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz's peak holding in Comcast Corporation (CMCSA) was 1,082,098 shares, as reported at the end of Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.