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Apexium Financial’s Cisco CSCO Stock Holding History

Apexium Financial’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
2025
Q3 		$1.03M Sell
15,097
-407
-3% -$27.7K 0.05% 131
2025
Q2 		$1.08M Buy
15,504
+68
+0.4% +$4.18K 0.06% 122
2025
Q1 		$953K Buy
15,436
+1,903
+14% +$117K 0.06% 123
2024
Q4 		$801K Sell
13,533
-999
-7% -$57.1K 0.05% 122
2024
Q3 		$773K Buy
14,532
+43
+0.3% +$2.09K 0.05% 110
2024
Q2 		$688K Buy
14,489
+505
+4% +$24K 0.05% 112
2024
Q1 		$698K Sell
13,984
-4,305
-24% -$215K 0.05% 116
2023
Q4 		$924K Buy
18,289
+4,587
+33% +$234K 0.07% 123
2023
Q3 		$737K Sell
13,702
-454
-3% -$24.5K 0.07% 103
2023
Q2 		$732K Buy
14,156
+2,022
+17% +$99.5K 0.06% 108
2023
Q1 		$634K Buy
12,134
+9
+0.1% +$440 0.06% 114
2022
Q4 		$578K Buy
12,125
+2,354
+24% +$107K 0.06% 120
2022
Q3 		$391K Buy
+9,771
New +$433K 0.05% 137

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apexium Financial's CSCO Position: Q3 2025 in Review

Apexium Financial reduced its Cisco (CSCO) stake by 2.6% in Q3 2025, selling an estimated $27.7K and leaving 15,097 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #131.

Apexium Financial first reported a position in CSCO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2025. 3,448 funds tracked by Wall St. Rank hold CSCO as of Q3 2025.

  • Apexium Financial held 15,097 shares of Cisco worth $1.03M as of Q3 2025.
  • Apexium Financial sold 407 Cisco shares in Q3 2025, an estimated $27.7K.
  • Cisco made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #131 holding.
  • Apexium Financial first reported a position in Cisco in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Cisco position peaked at $1.08M in Q2 2025.
  • 3,448 funds tracked by Wall St. Rank held Cisco as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.