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Allium Financial Advisors’s Cisco CSCO Stock Holding History

Allium Financial Advisors’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Buy
4,156
+272
+7% +$21.3K 0.26% 52
2025
Q4 		$299K Hold
3,884
– – 0.24% 54
2025
Q3 		$266K Sell
3,884
-177
-4% -$12.1K 0.22% 62
2025
Q2 		$282K Sell
4,061
-80
-2% -$4.92K 0.25% 64
2025
Q1 		$256K Buy
+4,141
New +$255K 0.23% 61

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allium Financial Advisors's CSCO Position: Q1 2026 in Review

Allium Financial Advisors increased its Cisco (CSCO) stake by 7% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,156 shares worth $322K. The position accounts for 0.26% of the portfolio, ranked #52.

Allium Financial Advisors first reported a position in CSCO in Q1 2025 and has held it in 5 quarters since. 3,717 funds tracked by Wall St. Rank hold CSCO as of Q1 2026.

  • Allium Financial Advisors held 4,156 shares of Cisco worth $322K as of Q1 2026.
  • Allium Financial Advisors bought 272 Cisco shares in Q1 2026, an estimated $21.3K.
  • Cisco made up 0.26% of Allium Financial Advisors's portfolio in Q1 2026, its #52 holding.
  • Allium Financial Advisors first reported a position in Cisco in Q1 2025 and has held it in 5 quarters since.
  • 3,717 funds tracked by Wall St. Rank held Cisco as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.